PAS
ORCL icon

Professional Advisory Services’s Oracle ORCL Stock Holding History

Professional 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
Q3 		$796K Sell
5,800
-4
-0.1% -$564 0.1% 49
2026
Q2 		$851K Hold
5,804
– – 0.1% 50
2026
Q1 		$854K Hold
5,804
– – 0.12% 46
2025
Q4 		$1.13M Sell
5,804
-50,530
-90% -$12M 0.15% 45
2025
Q3 		$15.8M Sell
56,334
-64,341
-53% -$16.4M 2.06% 27
2025
Q2 		$26.4M Buy
120,675
+114,845
+1,970% +$18.5M 3.58% 7
2025
Q1 		$815K Hold
5,830
– – 0.11% 44
2024
Q4 		$972K Hold
5,830
– – 0.13% 40
2024
Q3 		$993K Hold
5,830
– – 0.13% 41
2024
Q2 		$823K Hold
5,830
– – 0.11% 43
2024
Q1 		$732K Hold
5,830
– – 0.1% 42
2023
Q4 		$615K Sell
5,830
-100
-2% -$10.9K 0.09% 43
2023
Q3 		$628K Sell
5,930
-100
-2% -$11.6K 0.1% 42
2023
Q2 		$718K Hold
6,030
– – 0.11% 42
2023
Q1 		$560K Sell
6,030
-100
-2% -$8.77K 0.09% 47
2022
Q4 		$501K Hold
6,130
– – 0.08% 53
2022
Q3 		$374K Hold
6,130
– – 0.07% 56
2022
Q2 		$428K Hold
6,130
– – 0.07% 52
2022
Q1 		$507K Hold
6,130
– – 0.07% 51
2021
Q4 		$535K Hold
6,130
– – 0.07% 48
2021
Q3 		$534K Hold
6,130
– – 0.08% 44
2021
Q2 		$477K Hold
6,130
– – 0.07% 47
2021
Q1 		$430K Hold
6,130
– – 0.07% 49
2020
Q4 		$397K Hold
6,130
– – 0.06% 45
2020
Q3 		$366K Hold
6,130
– – 0.07% 47
2020
Q2 		$339K Sell
6,130
-325
-5% -$17.2K 0.07% 51
2020
Q1 		$312K Hold
6,455
– – 0.07% 46
2019
Q4 		$342K Hold
6,455
– – 0.06% 54
2019
Q3 		$355K Buy
6,455
+325
+5% +$18K 0.07% 51
2019
Q2 		$349K Hold
6,130
– – 0.07% 51
2019
Q1 		$329K Hold
6,130
– – 0.07% 52
2018
Q4 		$277K Hold
6,130
– – 0.06% 55
2018
Q3 		$316K Hold
6,130
– – 0.06% 53
2018
Q2 		$270K Hold
6,130
– – 0.06% 56
2018
Q1 		$280K Hold
6,130
– – 0.06% 54
2017
Q4 		$290K Hold
6,130
– – 0.06% 54
2017
Q3 		$296K Hold
6,130
– – 0.06% 49
2017
Q2 		$307K Hold
6,130
– – 0.07% 48
2017
Q1 		$273K Hold
6,130
– – 0.06% 49
2016
Q4 		$236K Hold
6,130
– – 0.05% 51
2016
Q3 		$241K Hold
6,130
– – 0.05% 50
2016
Q2 		$251K Hold
6,130
– – 0.06% 50
2016
Q1 		$251K Hold
6,130
– – 0.06% 49
2015
Q4 		$224K Hold
6,130
– – 0.05% 52
2015
Q3 		$221K Hold
6,130
– – 0.06% 51
2015
Q2 		$247K Hold
6,130
– – 0.06% 48
2015
Q1 		$265K Hold
6,130
– – 0.06% 48
2014
Q4 		$276K Buy
6,130
+30
+0.5% +$1.22K 0.06% 50
2014
Q3 		$234K Hold
6,100
– – 0.06% 52
2014
Q2 		$247K Hold
6,100
– – 0.06% 52
2014
Q1 		$250K Hold
6,100
– – 0.06% 43
2013
Q4 		$233K Sell
6,100
-295
-5% -$10.1K 0.06% 42
2013
Q3 		$212K Sell
6,395
-309,073
-98% -$10M 0.06% 41
2013
Q2 		$9.69M Buy
+315,468
New +$10.5M 2.89% 22

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Professional Advisory Services's ORCL Position: Q3 2026 in Review

Professional Advisory Services reduced its Oracle (ORCL) stake by 0.07% in Q3 2026, selling an estimated $564 and leaving 5,800 shares worth $796K. The position accounts for 0.1% of the portfolio, ranked #49.

Professional Advisory Services first reported a position in ORCL in Q2 2013 and has held it in 54 quarters since. The position peaked at $26.4M in Q2 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Professional Advisory Services held 5,800 shares of Oracle worth $796K as of Q3 2026.
  • Professional Advisory Services sold 4 Oracle shares in Q3 2026, an estimated $564.
  • Oracle made up 0.1% of Professional Advisory Services's portfolio in Q3 2026, its #49 holding.
  • Professional Advisory Services first reported a position in Oracle in Q2 2013 and has held it in 54 quarters since.
  • Professional Advisory Services's Oracle position peaked at $26.4M in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.