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Southern Capital Advisors’s Oracle ORCL Stock Holding History

Southern Capital 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 		$654K Buy
4,463
+17
+0.4% +$3.08K 0.27% 41
2026
Q1 		$654K Buy
4,446
+57
+1% +$9.27K 0.31% 35
2025
Q4 		$856K Sell
4,389
-8,204
-65% -$1.95M 0.39% 33
2025
Q3 		$3.54M Buy
12,593
+7,177
+133% +$1.83M 1.66% 17
2025
Q2 		$1.18M Buy
5,416
+21
+0.4% +$3.39K 0.61% 29
2025
Q1 		$754K Buy
5,395
+11
+0.2% +$1.79K 0.42% 31
2024
Q4 		$897K Buy
5,384
+12
+0.2% +$2.13K 0.5% 31
2024
Q3 		$915K Buy
5,372
+15
+0.3% +$2.17K 0.52% 30
2024
Q2 		$756K Sell
5,357
-67
-1% -$8.32K 0.47% 32
2024
Q1 		$681K Sell
5,424
-97
-2% -$11.1K 0.41% 33
2023
Q4 		$582K Buy
5,521
+220
+4% +$24K 0.41% 32
2023
Q3 		$561K Buy
5,301
+18
+0.3% +$2.08K 0.47% 35
2023
Q2 		$629K Buy
5,283
+22
+0.4% +$2.27K 0.48% 35
2023
Q1 		$489K Buy
5,261
+19
+0.4% +$1.67K 0.36% 42
2022
Q4 		$428K Buy
5,242
+24
+0.5% +$1.82K 0.33% 45
2022
Q3 		$319K Buy
5,218
+22
+0.4% +$1.61K 0.26% 46
2022
Q2 		$363K Buy
5,196
+21
+0.4% +$1.54K 0.29% 47
2022
Q1 		$428K Sell
5,175
-50
-1% -$4.05K 0.29% 42
2021
Q4 		$456K Buy
+5,225
New +$491K 0.28% 44

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

Southern Capital Advisors's ORCL Position: Q2 2026 in Review

Southern Capital Advisors increased its Oracle (ORCL) stake by 0.38% in Q2 2026, buying an estimated $3.08K and bringing the position to 4,463 shares worth $654K. The position accounts for 0.27% of the portfolio, ranked #41.

Southern Capital Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Southern Capital Advisors held 4,463 shares of Oracle worth $654K as of Q2 2026.
  • Southern Capital Advisors bought 17 Oracle shares in Q2 2026, an estimated $3.08K.
  • Oracle made up 0.27% of Southern Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Southern Capital Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's Oracle position peaked at $3.54M in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.