Foundations Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.3M | Buy |
343,560
+8,303
| +2% | +$1.5M | 0.52% | 51 |
|
|
2026
Q1 | $49.3M | Buy |
335,257
+67,067
| +25% | +$10.9M | 0.61% | 41 |
|
|
2025
Q4 | $52.3M | Buy |
268,190
+41,585
| +18% | +$9.9M | 0.69% | 42 |
|
|
2025
Q3 | $63.7M | Buy |
226,605
+13,887
| +7% | +$3.54M | 0.93% | 24 |
|
|
2025
Q2 | $46.5M | Buy |
212,718
+21,838
| +11% | +$3.53M | 0.73% | 32 |
|
|
2025
Q1 | $26.7M | Buy |
190,880
+26,287
| +16% | +$4.28M | 0.49% | 55 |
|
|
2024
Q4 | $27.4M | Buy |
164,593
+32,718
| +25% | +$5.81M | 0.53% | 47 |
|
|
2024
Q3 | $22.5M | Buy |
131,875
+9,499
| +8% | +$1.38M | 0.47% | 53 |
|
|
2024
Q2 | $17.3M | Buy |
122,376
+27,098
| +28% | +$3.37M | 0.42% | 58 |
|
|
2024
Q1 | $12M | Buy |
95,278
+82,177
| +627% | +$9.41M | 0.31% | 67 |
|
|
2023
Q4 | $1.51M | Buy |
13,101
+717
| +6% | +$78.3K | 0.04% | 256 |
|
|
2023
Q3 | $1.31M | Sell |
12,384
-4,878
| -28% | -$565K | 0.04% | 263 |
|
|
2023
Q2 | $2.06M | Sell |
17,262
-10,303
| -37% | -$1.07M | 0.07% | 191 |
|
|
2023
Q1 | $2.56M | Sell |
27,565
-47
| -0.2% | -$4.12K | 0.09% | 139 |
|
|
2022
Q4 | $2.26M | Buy |
27,612
+8,319
| +43% | +$632K | 0.09% | 117 |
|
|
2022
Q3 | $1.18M | Buy |
19,293
+12,216
| +173% | +$894K | 0.05% | 150 |
|
|
2022
Q2 | $507K | Sell |
7,077
-413
| -6% | -$30.2K | 0.02% | 225 |
|
|
2022
Q1 | $595K | Sell |
7,490
-929
| -11% | -$75.2K | 0.02% | 177 |
|
|
2021
Q4 | $743K | Buy |
8,419
+2,628
| +45% | +$247K | 0.03% | 155 |
|
|
2021
Q3 | $530K | Buy |
5,791
+580
| +11% | +$51.2K | 0.02% | 172 |
|
|
2021
Q2 | $457K | Buy |
5,211
+214
| +4% | +$16.8K | 0.02% | 174 |
|
|
2021
Q1 | $370K | Buy |
4,997
+323
| +7% | +$20.9K | 0.02% | 159 |
|
|
2020
Q4 | $296K | Sell |
4,674
-1,590
| -25% | -$94.7K | 0.02% | 146 |
|
|
2020
Q3 | $369K | Buy |
6,264
+752
| +14% | +$42.7K | 0.08% | 125 |
|
|
2020
Q2 | $308K | Sell |
5,512
-525
| -9% | -$27.8K | 0.03% | 137 |
|
|
2020
Q1 | $294K | Buy |
+6,037
| New | +$312K | 0.03% | 91 |
|
|
2019
Q4 | – | Sell |
-4,058
| Closed | -$219K | – | 134 |
|
|
2019
Q3 | $219K | Buy |
4,058
+120
| +3% | +$6.63K | 0.03% | 123 |
|
|
2019
Q2 | $232K | Sell |
3,938
-1,308
| -25% | -$70.8K | 0.03% | 111 |
|
|
2019
Q1 | $282K | Sell |
5,246
-2,622
| -33% | -$134K | 0.05% | 80 |
|
|
2018
Q4 | $403K | Buy |
7,868
+67
| +0.9% | +$3.21K | 0.09% | 71 |
|
|
2018
Q3 | $402K | Buy |
7,801
+139
| +2% | +$6.75K | 0.1% | 71 |
|
|
2018
Q2 | $338K | Buy |
+7,662
| New | +$353K | 0.09% | 69 |
|
Other funds holding ORCL
Foundations Investment Advisors's ORCL Position: Q2 2026 in Review
Foundations Investment Advisors increased its Oracle (ORCL) stake by 2.5% in Q2 2026, buying an estimated $1.5M and bringing the position to 343,560 shares worth $50.3M. The position accounts for 0.52% of the portfolio, ranked #51.
Foundations Investment Advisors first reported a position in ORCL in Q2 2018 and has held it in 32 quarters since. The position peaked at $63.7M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Foundations Investment Advisors held 343,560 shares of Oracle worth $50.3M as of Q2 2026.
- Foundations Investment Advisors bought 8,303 Oracle shares in Q2 2026, an estimated $1.5M.
- Oracle made up 0.52% of Foundations Investment Advisors's portfolio in Q2 2026, its #51 holding.
- Foundations Investment Advisors first reported a position in Oracle in Q2 2018 and has held it in 32 quarters since.
- Foundations Investment Advisors's Oracle position peaked at $63.7M in Q3 2025.
- 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.