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SOA Wealth Advisors’s Oracle ORCL Stock Holding History

SOA Wealth 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 		$1.24M Buy
15,886
+7,854
+98% +$1.42M 0.21% 75
2026
Q1 		$1.18M Sell
8,032
-554
-6% -$90.1K 0.22% 72
2025
Q4 		$1.67M Buy
8,586
+21
+0.2% +$5K 0.28% 57
2025
Q3 		$2.41M Buy
8,565
+335
+4% +$85.3K 0.41% 50
2025
Q2 		$1.8M Buy
8,230
+74
+0.9% +$11.9K 0.34% 54
2025
Q1 		$1.14M Sell
8,156
-21,559
-73% -$3.51M 0.24% 67
2024
Q4 		$4.95M Sell
29,715
-1,729
-5% -$307K 0.91% 25
2024
Q3 		$5.36M Buy
31,444
+11
+0% +$1.59K 1.02% 23
2024
Q2 		$4.44M Buy
31,433
+841
+3% +$104K 0.89% 23
2024
Q1 		$3.84M Buy
30,592
+331
+1% +$37.9K 0.8% 29
2023
Q4 		$3.19M Sell
30,261
-133
-0.4% -$14.5K 0.71% 33
2023
Q3 		$3.22M Buy
30,394
+125
+0.4% +$14.5K 0.8% 28
2023
Q2 		$3.6M Buy
30,269
+12
+0% +$1.24K 0.84% 27
2023
Q1 		$2.81M Buy
30,257
+279
+0.9% +$24.5K 0.69% 34
2022
Q4 		$2.45M Buy
29,978
+74
+0.2% +$5.62K 0.66% 35
2022
Q3 		$1.83M Buy
29,904
+721
+2% +$52.8K 0.55% 42
2022
Q2 		$2.04M Buy
29,183
+267
+0.9% +$19.5K 0.6% 43
2022
Q1 		$2.39M Sell
28,916
-212
-0.7% -$17.2K 0.58% 45
2021
Q4 		$2.56M Buy
29,128
+932
+3% +$87.5K 0.62% 43
2021
Q3 		$2.46M Buy
28,196
+1,568
+6% +$138K 0.63% 43
2021
Q2 		$2.07M Buy
26,628
+4,111
+18% +$322K 0.53% 47
2021
Q1 		$1.58M Buy
22,517
+1,427
+7% +$92.4K 0.44% 54
2020
Q4 		$1.33M Buy
+21,090
New +$1.26M 0.36% 55

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

SOA Wealth Advisors's ORCL Position: Q2 2026 in Review

SOA Wealth Advisors increased its Oracle (ORCL) stake by 98% in Q2 2026, buying an estimated $1.42M and bringing the position to 15,886 shares worth $1.24M. The position accounts for 0.21% of the portfolio, ranked #75.

SOA Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.36M in Q3 2024. 806 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SOA Wealth Advisors held 15,886 shares of Oracle worth $1.24M as of Q2 2026.
  • SOA Wealth Advisors bought 7,854 Oracle shares in Q2 2026, an estimated $1.42M.
  • Oracle made up 0.21% of SOA Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • SOA Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Oracle position peaked at $5.36M in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.