Signature Estate & Investment Advisors’s Oracle ORCL Stock Holding History

Signature Estate & Investment 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	$1.4M	Sell	9,557 -11	-0.1%	-$1.99K	0.03%	215
2026 Q1	$1.41M	Buy	9,568 +1,475	+18%	+$240K	0.03%	214
2025 Q4	$1.58M	Buy	8,093 +173	+2%	+$41.2K	0.03%	190
2025 Q3	$2.23M	Buy	7,920 +2,869	+57%	+$731K	0.05%	155
2025 Q2	$1.1M	Sell	5,051 -330	-6%	-$53.3K	0.03%	219
2025 Q1	$752K	Buy	5,381 +52	+1%	+$8.47K	0.02%	266
2024 Q4	$888K	Buy	5,329 +83	+2%	+$14.7K	0.02%	241
2024 Q3	$894K	Sell	5,246 -2,023	-28%	-$293K	0.02%	220
2024 Q2	$1.03M	Buy	+7,269	New	+$903K	0.03%	195
2020 Q1	–	Sell	-7,077	Closed	-$375K	–	150
2019 Q4	$375K	Sell	7,077 -452,519	-98%	-$24.9M	0.02%	122
2019 Q3	$25.3M	Buy	+459,596	New	+$25.4M	1.68%	22
2015 Q2	–	Sell	-3,594	Closed	-$155K	–	95
2015 Q1	$155K	Buy	+3,594	New	+$156K	0.04%	75

Other funds holding ORCL

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Signature Estate & Investment Advisors's ORCL Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Oracle (ORCL) stake by 0.11% in Q2 2026, selling an estimated $1.99K and leaving 9,557 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #215.

Signature Estate & Investment Advisors first reported a position in ORCL in Q1 2015 and has held it in 12 quarters since. The position peaked at $25.3M in Q3 2019. 1,732 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Signature Estate & Investment Advisors held 9,557 shares of Oracle worth $1.4M as of Q2 2026.
Signature Estate & Investment Advisors sold 11 Oracle shares in Q2 2026, an estimated $1.99K.
Oracle made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #215 holding.
Signature Estate & Investment Advisors first reported a position in Oracle in Q1 2015 and has held it in 12 quarters since.
Signature Estate & Investment Advisors's Oracle position peaked at $25.3M in Q3 2019.
1,732 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.