LWANC
ORCL icon

Laurel Wealth Advisors (North Carolina)’s Oracle ORCL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.2M Sell
8,170
-113
-1% -$20.5K 0.12% 108
2026
Q1 		$1.62M Buy
8,283
+212
+3% +$34.5K 0.16% 95
2025
Q4 		$1.57M Buy
8,071
+188
+2% +$44.8K 0.21% 94
2025
Q3 		$2.22M Sell
7,883
-26
-0.3% -$6.62K 0.31% 73
2025
Q2 		$1.73M Sell
7,909
-194
-2% -$31.3K 0.26% 90
2025
Q1 		$1.13M Buy
8,103
+4
+0% +$651 0.18% 103
2024
Q4 		$1.35M Sell
8,099
-564
-7% -$100K 0.21% 94
2024
Q3 		$1.48M Hold
8,663
– – 0.24% 93
2024
Q2 		$1.22M Hold
8,663
– – 0.21% 97
2024
Q1 		$1.09M Buy
8,663
+69
+0.8% +$7.9K 0.19% 103
2023
Q4 		$906K Hold
8,594
– – 0.17% 104
2023
Q3 		$910K Sell
8,594
-630
-7% -$72.9K 0.19% 100
2023
Q2 		$1.1M Hold
9,224
– – 0.22% 89
2023
Q1 		$857K Buy
9,224
+363
+4% +$31.8K 0.18% 100
2022
Q4 		$724K Sell
8,861
-22
-0.2% -$1.67K 0.16% 104
2022
Q3 		$542K Sell
8,883
-28
-0.3% -$2.05K 0.14% 110
2022
Q2 		$623K Hold
8,911
– – 0.15% 104
2022
Q1 		$737K Sell
8,911
-1,070
-11% -$86.7K 0.15% 109
2021
Q4 		$870K Sell
9,981
-400
-4% -$37.6K 0.18% 101
2021
Q3 		$904K Sell
10,381
-2,040
-16% -$180K 0.2% 95
2021
Q2 		$967K Sell
12,421
-850
-6% -$66.5K 0.21% 94
2021
Q1 		$931K Sell
13,271
-1,650
-11% -$107K 0.23% 86
2020
Q4 		$965K Sell
14,921
-1,075
-7% -$64K 0.25% 81
2020
Q3 		$955K Sell
15,996
-720
-4% -$40.9K 0.29% 76
2020
Q2 		$924K Sell
16,716
-240
-1% -$12.7K 0.3% 74
2020
Q1 		$819K Sell
16,956
-908
-5% -$46.9K 0.31% 74
2019
Q4 		$946K Sell
17,864
-200
-1% -$11K 0.3% 71
2019
Q3 		$994K Buy
18,064
+400
+2% +$22.1K 0.34% 70
2019
Q2 		$1.01M Buy
17,664
+400
+2% +$21.6K 0.35% 69
2019
Q1 		$927K Sell
17,264
-1,820
-10% -$92.7K 0.34% 70
2018
Q4 		$862K Buy
+19,084
New +$915K 0.35% 71

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ORCL Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $20.5K and leaving 8,170 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #108.

Laurel Wealth Advisors (North Carolina) first reported a position in ORCL in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.22M in Q3 2025. 710 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 8,170 shares of Oracle worth $1.2M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 113 Oracle shares in Q2 2026, an estimated $20.5K.
  • Oracle made up 0.12% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #108 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Oracle in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Oracle position peaked at $2.22M in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.