FVWA
ORCL icon

Foster Victor Wealth Advisors’s Oracle ORCL Stock Holding History

Foster Victor 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 		$1.28M Sell
9,987
-26
-0.3% -$4.71K 0.07% 129
2026
Q1 		$1.63M Sell
10,013
-24,606
-71% -$4M 0.09% 117
2025
Q4 		$6.62M Sell
34,619
-1,365
-4% -$325K 0.39% 96
2025
Q3 		$10.3M Sell
35,984
-9,957
-22% -$2.54M 0.64% 69
2025
Q2 		$10.8M Buy
45,941
+42,459
+1,219% +$6.86M 0.73% 62
2025
Q1 		$461K Buy
3,482
+385
+12% +$62.7K 0.04% 138
2024
Q4 		$499K Sell
3,097
-319
-9% -$56.7K 0.04% 131
2024
Q3 		$609K Sell
3,416
-463
-12% -$67.1K 0.05% 121
2024
Q2 		$553K Buy
3,879
+513
+15% +$63.7K 0.05% 126
2024
Q1 		$415K Hold
3,366
– – 0.04% 121
2023
Q4 		$352K Sell
3,366
-1
-0% -$109 0.04% 123
2023
Q3 		$370K Hold
3,367
– – 0.04% 115
2023
Q2 		$390K Sell
3,367
-28
-0.8% -$2.9K 0.04% 116
2023
Q1 		$319K Buy
3,395
+28
+0.8% +$2.46K 0.04% 127
2022
Q4 		$288K Hold
3,367
– – 0.04% 125
2022
Q3 		$220K Buy
3,367
+500
+17% +$36.6K 0.03% 133
2022
Q2 		$205K Buy
+2,867
New +$210K 0.03% 126

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Foster Victor Wealth Advisors's ORCL Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Oracle (ORCL) stake by 0.26% in Q2 2026, selling an estimated $4.71K and leaving 9,987 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #129.

Foster Victor Wealth Advisors first reported a position in ORCL in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.8M in Q2 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Foster Victor Wealth Advisors held 9,987 shares of Oracle worth $1.28M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 26 Oracle shares in Q2 2026, an estimated $4.71K.
  • Oracle made up 0.07% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Foster Victor Wealth Advisors first reported a position in Oracle in Q2 2022 and has held it in 17 quarters since.
  • Foster Victor Wealth Advisors's Oracle position peaked at $10.8M in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.