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Milestones Private Investment Advisors’s Oracle ORCL Stock Holding History

Milestones Private Investment 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 		$204K Hold
1,390
– – 0.16% 76
2026
Q1 		$204K Sell
1,390
-2,015
-59% -$328K 0.18% 77
2025
Q4 		$664K Hold
3,405
– – 0.46% 60
2025
Q3 		$958K Hold
3,405
– – 0.65% 45
2025
Q2 		$744K Buy
+3,405
New +$550K 0.55% 53

Other funds holding ORCL

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
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
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
KeyBank National Association
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

Milestones Private Investment Advisors's ORCL Position: Q2 2026 in Review

Milestones Private Investment Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,390 shares worth $204K. The position accounts for 0.16% of the portfolio, ranked #76.

Milestones Private Investment Advisors first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $958K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Milestones Private Investment Advisors held 1,390 shares of Oracle worth $204K as of Q2 2026.
  • Milestones Private Investment Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.16% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Milestones Private Investment Advisors first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Oracle position peaked at $958K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.