Investment Advisory Services’s Oracle ORCL Stock Holding History

Investment Advisory Services’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	$221K	Buy	+1,507	New	+$273K	0.06%	130
2026 Q1	–	Sell	-1,131	Closed	-$220K	–	132
2025 Q4	$220K	Sell	1,131 -679	-38%	-$162K	0.07%	119
2025 Q3	$509K	Sell	1,810 -126	-7%	-$32.1K	0.16%	78
2025 Q2	$423K	Sell	1,936 -7	-0.4%	-$1.13K	0.14%	82
2025 Q1	$272K	Sell	1,943 -573	-23%	-$93.3K	0.1%	97
2024 Q4	$419K	Buy	2,516 +162	+7%	+$28.8K	0.15%	79
2024 Q3	$401K	Buy	2,354 +60	+3%	+$8.69K	0.14%	87
2024 Q2	$324K	Buy	2,294 +65	+3%	+$8.07K	0.12%	93
2024 Q1	$280K	Buy	2,229 +210	+10%	+$24K	0.1%	104
2023 Q4	$213K	Buy	+2,019	New	+$220K	0.08%	111

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Advisory Services's ORCL Position: Q2 2026 in Review

Investment Advisory Services opened a new position in Oracle (ORCL) in Q2 2026: 1,507 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Investment Advisory Services previously reported a position in ORCL as recently as Q4 2025.

Investment Advisory Services first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $509K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Investment Advisory Services held 1,507 shares of Oracle worth $221K as of Q2 2026.
Oracle was a new Investment Advisory Services position in Q2 2026.
Oracle made up 0.06% of Investment Advisory Services's portfolio in Q2 2026, its #130 holding.
Investment Advisory Services first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Investment Advisory Services's Oracle position peaked at $509K in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.