Optivise Advisory Services’s Oracle ORCL Stock Holding History

Optivise 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	$262K	Buy	1,786 +75	+4%	+$13.6K	0.13%	175
2026 Q1	$252K	Sell	1,711 -385	-18%	-$62.6K	0.15%	154
2025 Q4	$409K	Sell	2,096 -174	-8%	-$41.4K	0.24%	109
2025 Q3	$638K	Sell	2,270 -599	-21%	-$153K	0.38%	68
2025 Q2	$627K	Buy	2,869 +45	+2%	+$7.27K	0.32%	79
2025 Q1	$395K	Buy	2,824 +194	+7%	+$31.6K	0.22%	100
2024 Q4	$438K	Sell	2,630 -179	-6%	-$31.8K	0.24%	98
2024 Q3	$479K	Sell	2,809 -432	-13%	-$62.6K	0.25%	82
2024 Q2	$458K	Buy	+3,241	New	+$402K	0.25%	87

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

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

Optivise Advisory Services increased its Oracle (ORCL) stake by 4.4% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,786 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #175.

Optivise Advisory Services first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $638K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Optivise Advisory Services held 1,786 shares of Oracle worth $262K as of Q2 2026.
Optivise Advisory Services bought 75 Oracle shares in Q2 2026, an estimated $13.6K.
Oracle made up 0.13% of Optivise Advisory Services's portfolio in Q2 2026, its #175 holding.
Optivise Advisory Services first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Oracle position peaked at $638K in Q3 2025.
1,230 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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