FAG
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Fortitude Advisory Group’s Oracle ORCL Stock Holding History

Fortitude Advisory Group’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 		– Sell
-3,303
Closed -$486K – 246
2026
Q1 		$486K Sell
3,303
-341
-9% -$55.4K 0.22% 100
2025
Q4 		$710K Sell
3,644
-2,708
-43% -$645K 0.3% 55
2025
Q3 		$1.79M Buy
6,352
+129
+2% +$32.9K 0.96% 20
2025
Q2 		$1.36M Buy
6,223
+395
+7% +$63.8K 0.78% 22
2025
Q1 		$756K Buy
5,828
+608
+12% +$99K 0.54% 37
2024
Q4 		$870K Buy
5,220
+197
+4% +$35K 0.52% 34
2024
Q3 		$856K Sell
5,023
-224
-4% -$32.4K 0.54% 32
2024
Q2 		$741K Sell
5,247
-10
-0.2% -$1.24K 0.44% 39
2024
Q1 		$660K Sell
5,257
-1,165
-18% -$133K 0.37% 54
2023
Q4 		$677K Sell
6,422
-39
-0.6% -$4.26K 0.41% 47
2023
Q3 		$684K Buy
6,461
+104
+2% +$12K 0.46% 43
2023
Q2 		$757K Sell
6,357
-544
-8% -$56.2K 0.56% 39
2023
Q1 		$641K Sell
6,901
-42
-0.6% -$3.68K 0.5% 49
2022
Q4 		$568K Sell
6,943
-13
-0.2% -$988 0.48% 56
2022
Q3 		$425K Sell
6,956
-35
-0.5% -$2.56K 0.4% 65
2022
Q2 		$488K Sell
6,991
-46
-0.7% -$3.37K 0.45% 56
2022
Q1 		$583K Buy
7,037
+925
+15% +$74.9K 0.31% 48
2021
Q4 		$533K Buy
+6,112
New +$574K 0.27% 60

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fortitude Advisory Group's ORCL Position: Q2 2026 in Review

Fortitude Advisory Group sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,303 shares — an estimated $486K sold.

Fortitude Advisory Group first reported a position in ORCL in Q4 2021 and held it in 18 quarters. The position peaked at $1.79M in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Fortitude Advisory Group reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,303 Oracle shares in Q2 2026, an estimated $486K.
  • Fortitude Advisory Group first reported a position in Oracle in Q4 2021 and held it in 18 quarters.
  • Fortitude Advisory Group's Oracle position peaked at $1.79M in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.