Stokes Capital Advisors’s Oracle ORCL Stock Holding History

Stokes 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	$3.82M	Sell	26,071 -4,771	-15%	-$865K	0.82%	47
2026 Q1	$4.54M	Sell	30,842 -4,379	-12%	-$712K	1.02%	41
2025 Q4	$6.86M	Sell	35,221 -910	-3%	-$217K	1.57%	30
2025 Q3	$10.2M	Sell	36,131 -7,883	-18%	-$2.01M	2.36%	14
2025 Q2	$9.62M	Buy	44,014 +934	+2%	+$151K	2.36%	12
2025 Q1	$6.02M	Buy	43,080 +39,245	+1,023%	+$6.39M	1.53%	37
2024 Q4	$639K	Buy	3,835 +1,107	+41%	+$197K	0.17%	60
2024 Q3	$465K	Buy	+2,728	New	+$395K	0.12%	62

Other funds holding ORCL

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Stokes Capital Advisors reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $865K and leaving 26,071 shares worth $3.82M. The position accounts for 0.82% of the portfolio, ranked #47.

Stokes Capital Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.2M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Stokes Capital Advisors held 26,071 shares of Oracle worth $3.82M as of Q2 2026.
Stokes Capital Advisors sold 4,771 Oracle shares in Q2 2026, an estimated $865K.
Oracle made up 0.82% of Stokes Capital Advisors's portfolio in Q2 2026, its #47 holding.
Stokes Capital Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Stokes Capital Advisors's Oracle position peaked at $10.2M in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.