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Provenance Wealth Advisors’s Oracle ORCL Stock Holding History

Provenance Wealth 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 		$252K Buy
1,721
+752
+78% +$136K 0.02% 121
2026
Q1 		$143K Buy
969
+800
+473% +$130K 0.02% 143
2025
Q4 		$32.9K Sell
169
-800
-83% -$190K ﹤0.01% 227
2025
Q3 		$273K Hold
969
– – 0.04% 106
2025
Q2 		$212K Hold
969
– – 0.03% 118
2025
Q1 		$135K Hold
969
– – 0.02% 154
2024
Q4 		$161K Hold
969
– – 0.02% 158
2024
Q3 		$165K Buy
969
+800
+473% +$116K 0.02% 160
2024
Q2 		$23.9K Sell
169
-800
-83% -$99.3K ﹤0.01% 249
2024
Q1 		$122K Buy
969
+769
+385% +$88K 0.02% 168
2023
Q4 		$21.1K Buy
+200
New +$21.8K ﹤0.01% 261

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

Provenance Wealth Advisors's ORCL Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Oracle (ORCL) stake by 78% in Q2 2026, buying an estimated $136K and bringing the position to 1,721 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #121.

Provenance Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $273K in Q3 2025. 1,497 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Provenance Wealth Advisors held 1,721 shares of Oracle worth $252K as of Q2 2026.
  • Provenance Wealth Advisors bought 752 Oracle shares in Q2 2026, an estimated $136K.
  • Oracle made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Provenance Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Provenance Wealth Advisors's Oracle position peaked at $273K in Q3 2025.
  • 1,497 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.