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Flagship Wealth Advisors’s Oracle ORCL Stock Holding History

Flagship Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
1,373
+781
+132% +$142K 0.05% 152
2026
Q1 		$129K Hold
592
– – 0.06% 130
2025
Q4 		$115K Hold
592
– – 0.03% 158
2025
Q3 		$166K Hold
592
– – 0.05% 133
2025
Q2 		$129K Sell
592
-592
-50% -$95.6K 0.05% 140
2025
Q1 		$166K Buy
1,184
+592
+100% +$96.4K 0.07% 123
2024
Q4 		$98.7K Buy
+592
New +$105K 0.06% 137

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Flagship Wealth Advisors's ORCL Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Oracle (ORCL) stake by 132% in Q2 2026, buying an estimated $142K and bringing the position to 1,373 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #152.

Flagship Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Flagship Wealth Advisors held 1,373 shares of Oracle worth $201K as of Q2 2026.
  • Flagship Wealth Advisors bought 781 Oracle shares in Q2 2026, an estimated $142K.
  • Oracle made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Flagship Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.