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Rise Advisors’s Oracle ORCL Stock Holding History

Rise 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 		$303K Buy
2,065
+119
+6% +$21.6K 0.09% 79
2026
Q1 		$283K Buy
1,946
+40
+2% +$6.5K 0.1% 74
2025
Q4 		$372K Sell
1,906
-132
-6% -$31.4K 0.13% 57
2025
Q3 		$573K Buy
2,038
+358
+21% +$91.2K 0.21% 44
2025
Q2 		$367K Buy
1,680
+82
+5% +$13.2K 0.15% 62
2025
Q1 		$223K Buy
1,598
+113
+8% +$18.4K 0.1% 84
2024
Q4 		$248K Buy
1,485
+22
+2% +$3.91K 0.12% 74
2024
Q3 		$249K Sell
1,463
-96
-6% -$13.9K 0.12% 76
2024
Q2 		$220K Buy
1,559
+5
+0.3% +$621 0.12% 86
2024
Q1 		$195K Buy
1,554
+816
+111% +$93.4K 0.1% 93
2023
Q4 		$77.8K Sell
738
-8
-1% -$873 0.05% 123
2023
Q3 		$79K Sell
746
-13
-2% -$1.5K 0.06% 102
2023
Q2 		$90.3K Sell
759
-2
-0.3% -$207 0.07% 107
2023
Q1 		$70.7K Buy
761
+8
+1% +$702 0.05% 127
2022
Q4 		$61.6K Buy
753
+3
+0.4% +$228 0.05% 137
2022
Q3 		$46K Buy
750
+2
+0.3% +$146 0.04% 159
2022
Q2 		$52K Buy
748
+3
+0.4% +$220 0.05% 137
2022
Q1 		$62K Buy
745
+2
+0.3% +$162 0.06% 128
2021
Q4 		$64.8K Buy
+743
New +$69.8K 0.06% 126

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Rise Advisors's ORCL Position: Q2 2026 in Review

Rise Advisors increased its Oracle (ORCL) stake by 6.1% in Q2 2026, buying an estimated $21.6K and bringing the position to 2,065 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #79.

Rise Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $573K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Rise Advisors held 2,065 shares of Oracle worth $303K as of Q2 2026.
  • Rise Advisors bought 119 Oracle shares in Q2 2026, an estimated $21.6K.
  • Oracle made up 0.09% of Rise Advisors's portfolio in Q2 2026, its #79 holding.
  • Rise Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Oracle position peaked at $573K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.