KA
ORCL icon

Kovack Advisors’s Oracle ORCL Stock Holding History

Kovack 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 		$6.27M Buy
43,257
+5,319
+14% +$964K 0.3% 67
2026
Q1 		$5.55M Buy
37,938
+7,886
+26% +$1.28M 0.3% 65
2025
Q4 		$5.86M Buy
30,052
+18,326
+156% +$4.36M 0.27% 79
2025
Q3 		$3.3M Buy
11,726
+354
+3% +$90.1K 0.31% 59
2025
Q2 		$2.49M Sell
11,372
-649
-5% -$105K 0.24% 83
2025
Q1 		$1.68M Sell
12,021
-1,042
-8% -$170K 0.18% 113
2024
Q4 		$2.18M Buy
13,063
+1,123
+9% +$199K 0.21% 83
2024
Q3 		$2.03M Buy
11,940
+1,919
+19% +$278K 0.22% 91
2024
Q2 		$1.41M Sell
10,021
-41,151
-80% -$5.11M 0.16% 129
2024
Q1 		$6.43M Buy
51,172
+814
+2% +$93.2K 0.78% 19
2023
Q4 		$5.31M Buy
50,358
+360
+0.7% +$39.3K 0.63% 24
2023
Q3 		$5.3M Sell
49,998
-373
-0.7% -$43.2K 0.74% 18
2023
Q2 		$6M Buy
50,371
+956
+2% +$98.8K 0.77% 20
2023
Q1 		$4.59M Buy
49,415
+39,870
+418% +$3.5M 0.63% 23
2022
Q4 		$780K Sell
9,545
-561
-6% -$42.6K 0.11% 193
2022
Q3 		$617K Buy
10,106
+2,700
+36% +$198K 0.09% 240
2022
Q2 		$517K Sell
7,406
-583
-7% -$42.7K 0.07% 313
2022
Q1 		$660K Buy
7,989
+622
+8% +$50.4K 0.07% 318
2021
Q4 		$642K Buy
7,367
+386
+6% +$36.2K 0.06% 328
2021
Q3 		$608K Sell
6,981
-225
-3% -$19.9K 0.07% 329
2021
Q2 		$561K Buy
7,206
+277
+4% +$21.7K 0.06% 326
2021
Q1 		$486K Buy
6,929
+672
+11% +$43.5K 0.06% 314
2020
Q4 		$405K Sell
6,257
-89
-1% -$5.3K 0.06% 328
2020
Q3 		$379K Sell
6,346
-313
-5% -$17.8K 0.07% 284
2020
Q2 		$368K Buy
6,659
+452
+7% +$23.9K 0.07% 276
2020
Q1 		$300K Sell
6,207
-2,845
-31% -$147K 0.07% 286
2019
Q4 		$481K Buy
9,052
+533
+6% +$29.3K 0.09% 255
2019
Q3 		$469K Sell
8,519
-456
-5% -$25.2K 0.1% 245
2019
Q2 		$511K Sell
8,975
-1,298
-13% -$70.2K 0.12% 208
2019
Q1 		$552K Sell
10,273
-1,651
-14% -$84.1K 0.14% 179
2018
Q4 		$538K Buy
11,924
+3,040
+34% +$146K 0.16% 158
2018
Q3 		$458K Sell
8,884
-1,300
-13% -$63.1K 0.12% 210
2018
Q2 		$449K Sell
10,184
-1,839
-15% -$84.7K 0.13% 196
2018
Q1 		$550K Buy
12,023
+2,513
+26% +$125K 0.14% 175
2017
Q4 		$450K Buy
9,510
+779
+9% +$38.2K 0.11% 211
2017
Q3 		$422K Buy
8,731
+1,810
+26% +$90.1K 0.14% 177
2017
Q2 		$347K Buy
6,921
+933
+16% +$42.5K 0.11% 214
2017
Q1 		$267K Sell
5,988
-1,506
-20% -$62.7K 0.1% 220
2016
Q4 		$288K Sell
7,494
-1,540
-17% -$60.2K 0.14% 166
2016
Q3 		$355K Buy
9,034
+1,138
+14% +$46.4K 0.17% 143
2016
Q2 		$323K Sell
7,896
-2,098
-21% -$83.8K 0.17% 140
2016
Q1 		$409K Buy
9,994
+770
+8% +$28.5K 0.26% 108
2015
Q4 		$337K Sell
9,224
-828
-8% -$31.6K 0.22% 121
2015
Q3 		$363K Sell
10,052
-1,102
-10% -$42.4K 0.25% 109
2015
Q2 		$450K Buy
11,154
+610
+6% +$26.5K 0.32% 72
2015
Q1 		$455K Buy
10,544
+2,956
+39% +$128K 0.38% 63
2014
Q4 		$341K Buy
7,588
+778
+11% +$31.7K 0.35% 75
2014
Q3 		$261K Buy
+6,810
New +$276K 0.38% 64

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

Kovack Advisors's ORCL Position: Q2 2026 in Review

Kovack Advisors increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $964K and bringing the position to 43,257 shares worth $6.27M. The position accounts for 0.3% of the portfolio, ranked #67.

Kovack Advisors first reported a position in ORCL in Q3 2014 and has held it in 48 quarters since. The position peaked at $6.43M in Q1 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kovack Advisors held 43,257 shares of Oracle worth $6.27M as of Q2 2026.
  • Kovack Advisors bought 5,319 Oracle shares in Q2 2026, an estimated $964K.
  • Oracle made up 0.3% of Kovack Advisors's portfolio in Q2 2026, its #67 holding.
  • Kovack Advisors first reported a position in Oracle in Q3 2014 and has held it in 48 quarters since.
  • Kovack Advisors's Oracle position peaked at $6.43M in Q1 2024.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.