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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

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

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. 1,689 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.
  • 1,689 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.