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
2019 Q4	–	Sell	-2	Closed	-$1K	–	537
2019 Q3	$1K	Hold	2	–	–	﹤0.01%	504
2019 Q2	$1K	Sell	2 -2	-50%	-$108	﹤0.01%	473
2019 Q1	$2K	Buy	+4	New	+$204	﹤0.01%	446
2018 Q4	–	Sell	-4	Closed	-$2K	–	472
2018 Q3	$2K	Buy	4 +1	+33%	+$49	﹤0.01%	450
2018 Q2	$1K	Buy	+3	New	+$138	﹤0.01%	424
2016 Q3	–	Sell	-13	Closed	-$3K	–	294
2016 Q2	$3K	Buy	13 +4	+44%	+$160	﹤0.01%	256
2016 Q1	$2K	Buy	+9	New	+$333	﹤0.01%	234
2015 Q1	–	Sell	-5	Closed	-$3K	–	210
2014 Q4	$3K	Buy	+5	New	+$203	﹤0.01%	157

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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. 1,495 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.
1,495 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.