SRA
ORCL icon

Secured Retirement Advisors’s Oracle ORCL Stock Holding History

Secured Retirement 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 		$1.39M Sell
9,463
-1,214
-11% -$220K 0.71% 56
2026
Q1 		$1.57M Buy
10,677
+2,908
+37% +$473K 0.89% 30
2025
Q4 		$1.51M Sell
7,769
-290
-4% -$69K 0.85% 38
2025
Q3 		$2.27M Sell
8,059
-278
-3% -$70.8K 1.27% 19
2025
Q2 		$1.82M Sell
8,337
-82
-1% -$13.2K 1.09% 27
2025
Q1 		$1.18M Sell
8,419
-458
-5% -$74.6K 0.76% 54
2024
Q4 		$1.48M Buy
+8,877
New +$1.58M 0.85% 44

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

Secured Retirement Advisors's ORCL Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Oracle (ORCL) stake by 11% in Q2 2026, selling an estimated $220K and leaving 9,463 shares worth $1.39M. The position accounts for 0.71% of the portfolio, ranked #56.

Secured Retirement Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 821 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Secured Retirement Advisors held 9,463 shares of Oracle worth $1.39M as of Q2 2026.
  • Secured Retirement Advisors sold 1,214 Oracle shares in Q2 2026, an estimated $220K.
  • Oracle made up 0.71% of Secured Retirement Advisors's portfolio in Q2 2026, its #56 holding.
  • Secured Retirement Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Secured Retirement Advisors's Oracle position peaked at $2.27M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.