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Sandy Cove Advisors’s Oracle ORCL Stock Holding History

Sandy Cove 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 		$495K Buy
3,378
+204
+6% +$37K 0.12% 89
2026
Q1 		$467K Sell
3,174
-106
-3% -$17.2K 0.14% 84
2025
Q4 		$639K Buy
3,280
+166
+5% +$39.5K 0.19% 72
2025
Q3 		$876K Sell
3,114
-1,821
-37% -$464K 0.28% 55
2025
Q2 		$1.08M Buy
4,935
+2,378
+93% +$384K 0.39% 40
2025
Q1 		$357K Sell
2,557
-55
-2% -$8.95K 0.14% 88
2024
Q4 		$435K Buy
2,612
+128
+5% +$22.7K 0.17% 74
2024
Q3 		$423K Buy
2,484
+48
+2% +$6.95K 0.17% 73
2024
Q2 		$344K Buy
2,436
+53
+2% +$6.58K 0.15% 81
2024
Q1 		$299K Buy
2,383
+46
+2% +$5.26K 0.14% 96
2023
Q4 		$246K Buy
+2,337
New +$255K 0.13% 107
2023
Q3 		– Sell
-1,808
Closed -$215K – 121
2023
Q2 		$215K Buy
+1,808
New +$187K 0.12% 114
2022
Q2 		– Sell
-1,604
Closed -$133K – 292
2022
Q1 		$133K Buy
1,604
+1,446
+915% +$117K 0.11% 109
2021
Q4 		$14K Buy
+158
New +$14.8K 0.01% 284

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Sandy Cove Advisors's ORCL Position: Q2 2026 in Review

Sandy Cove Advisors increased its Oracle (ORCL) stake by 6.4% in Q2 2026, buying an estimated $37K and bringing the position to 3,378 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #89.

Sandy Cove Advisors first reported a position in ORCL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q2 2025. 855 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sandy Cove Advisors held 3,378 shares of Oracle worth $495K as of Q2 2026.
  • Sandy Cove Advisors bought 204 Oracle shares in Q2 2026, an estimated $37K.
  • Oracle made up 0.12% of Sandy Cove Advisors's portfolio in Q2 2026, its #89 holding.
  • Sandy Cove Advisors first reported a position in Oracle in Q4 2021 and has held it in 14 quarters since.
  • Sandy Cove Advisors's Oracle position peaked at $1.08M in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.