Fortis Capital Advisors’s Oracle ORCL Stock Holding History

Fortis Capital 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	$1.01M	Buy	6,914 +3,716	+116%	+$673K	0.11%	161
2026 Q1	$470K	Buy	3,198 +2,110	+194%	+$343K	0.06%	236
2025 Q4	$212K	Sell	1,088 -148	-12%	-$35.2K	0.03%	289
2025 Q3	$348K	Sell	1,236 -628	-34%	-$160K	0.06%	212
2025 Q2	$408K	Sell	1,864 -4,184	-69%	-$676K	0.07%	175
2025 Q1	$846K	Sell	6,048 -4,320	-42%	-$703K	0.17%	105
2024 Q4	$1.46M	Buy	10,368 +2,885	+39%	+$512K	0.5%	39
2024 Q3	$1.28M	Sell	7,483 -2,037	-21%	-$295K	0.43%	47
2024 Q2	$1.34M	Buy	+9,520	New	+$1.18M	0.49%	38

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Fortis Capital Advisors's ORCL Position: Q2 2026 in Review

Fortis Capital Advisors increased its Oracle (ORCL) stake by 116% in Q2 2026, buying an estimated $673K and bringing the position to 6,914 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #161.

Fortis Capital Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Fortis Capital Advisors held 6,914 shares of Oracle worth $1.01M as of Q2 2026.
Fortis Capital Advisors bought 3,716 Oracle shares in Q2 2026, an estimated $673K.
Oracle made up 0.11% of Fortis Capital Advisors's portfolio in Q2 2026, its #161 holding.
Fortis Capital Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Fortis Capital Advisors's Oracle position peaked at $1.46M in Q4 2024.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.