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Resonant Capital Advisors’s Oracle ORCL Stock Holding History

Resonant Capital 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 		$1.98M Sell
13,513
-52
-0.4% -$9.42K 0.09% 136
2026
Q1 		$2M Sell
13,565
-3,953
-23% -$643K 0.1% 125
2025
Q4 		$3.41M Sell
17,518
-7,738
-31% -$1.84M 0.19% 91
2025
Q3 		$7.1M Sell
25,256
-348
-1% -$88.6K 0.41% 49
2025
Q2 		$5.6M Sell
25,604
-3,745
-13% -$605K 0.36% 54
2025
Q1 		$4.1M Sell
29,349
-215
-0.7% -$35K 0.29% 72
2024
Q4 		$4.93M Sell
29,564
-105
-0.4% -$18.7K 0.36% 58
2024
Q3 		$5.06M Buy
29,669
+338
+1% +$49K 0.37% 52
2024
Q2 		$4.14M Buy
29,331
+1,187
+4% +$147K 0.34% 64
2024
Q1 		$3.54M Buy
28,144
+4,100
+17% +$469K 0.3% 72
2023
Q4 		$2.53M Buy
24,044
+1,335
+6% +$146K 0.25% 83
2023
Q3 		$2.41M Buy
22,709
+120
+0.5% +$13.9K 0.26% 84
2023
Q2 		$2.69M Sell
22,589
-16,657
-42% -$1.72M 0.29% 80
2023
Q1 		$3.65M Buy
39,246
+550
+1% +$48.2K 0.41% 57
2022
Q4 		$3.16M Buy
38,696
+489
+1% +$37.2K 0.39% 66
2022
Q3 		$2.33M Sell
38,207
-166
-0.4% -$12.2K 0.35% 75
2022
Q2 		$2.68M Buy
38,373
+435
+1% +$31.8K 0.42% 68
2022
Q1 		$3.11M Buy
37,938
+1,137
+3% +$92.1K 0.46% 57
2021
Q4 		$3.21M Buy
36,801
+3,011
+9% +$283K 0.48% 49
2021
Q3 		$2.94M Buy
33,790
+2,807
+9% +$248K 0.51% 40
2021
Q2 		$2.41M Sell
30,983
-79
-0.3% -$6.18K 0.47% 49
2021
Q1 		$2.18M Buy
31,062
+2,852
+10% +$185K 0.45% 52
2020
Q4 		$1.82M Buy
28,210
+1,446
+5% +$86.1K 0.43% 47
2020
Q3 		$1.6M Sell
26,764
-508
-2% -$28.9K 0.46% 45
2020
Q2 		$1.51M Sell
27,272
-10,200
-27% -$540K 0.44% 48
2020
Q1 		$1.81M Buy
37,472
+1,406
+4% +$72.6K 0.66% 42
2019
Q4 		$1.91M Buy
+36,066
New +$1.99M 0.6% 51

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Resonant Capital Advisors's ORCL Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Oracle (ORCL) stake by 0.38% in Q2 2026, selling an estimated $9.42K and leaving 13,513 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #136.

Resonant Capital Advisors first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.1M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Resonant Capital Advisors held 13,513 shares of Oracle worth $1.98M as of Q2 2026.
  • Resonant Capital Advisors sold 52 Oracle shares in Q2 2026, an estimated $9.42K.
  • Oracle made up 0.09% of Resonant Capital Advisors's portfolio in Q2 2026, its #136 holding.
  • Resonant Capital Advisors first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's Oracle position peaked at $7.1M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.