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PKS Advisory Services’s Oracle ORCL Stock Holding History

PKS 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 		$437K Sell
2,980
-268
-8% -$48.6K 0.07% 240
2026
Q1 		$482K Sell
3,248
-79
-2% -$12.8K 0.11% 163
2025
Q4 		$648K Buy
3,327
+959
+40% +$228K 0.15% 134
2025
Q3 		$666K Buy
2,368
+157
+7% +$40K 0.14% 130
2025
Q2 		$483K Buy
2,211
+42
+2% +$6.78K 0.12% 159
2025
Q1 		$305K Buy
2,169
+24
+1% +$3.91K 0.08% 182
2024
Q4 		$357K Buy
+2,145
New +$381K 0.09% 168

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PKS Advisory Services reduced its Oracle (ORCL) stake by 8.3% in Q2 2026, selling an estimated $48.6K and leaving 2,980 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #240.

PKS Advisory Services first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $666K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • PKS Advisory Services held 2,980 shares of Oracle worth $437K as of Q2 2026.
  • PKS Advisory Services sold 268 Oracle shares in Q2 2026, an estimated $48.6K.
  • Oracle made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #240 holding.
  • PKS Advisory Services first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's Oracle position peaked at $666K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.