TWA
ORCL icon

TCI Wealth Advisors’s Oracle ORCL Stock Holding History

TCI 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 		$750K Buy
5,121
+452
+10% +$81.9K 0.03% 135
2026
Q1 		$687K Sell
4,669
-375
-7% -$61K 0.04% 126
2025
Q4 		$983K Sell
5,044
-9
-0.2% -$2.14K 0.05% 96
2025
Q3 		$1.42M Buy
5,053
+866
+21% +$221K 0.08% 85
2025
Q2 		$915K Buy
4,187
+667
+19% +$108K 0.06% 106
2025
Q1 		$492K Sell
3,520
-1,021
-22% -$166K 0.04% 129
2024
Q4 		$757K Sell
4,541
-379
-8% -$67.3K 0.06% 96
2024
Q3 		$838K Buy
4,920
+641
+15% +$92.8K 0.07% 92
2024
Q2 		$604K Buy
4,279
+81
+2% +$10.1K 0.06% 108
2024
Q1 		$527K Buy
4,198
+394
+10% +$45.1K 0.05% 118
2023
Q4 		$401K Sell
3,804
-32
-0.8% -$3.49K 0.04% 136
2023
Q3 		$406K Sell
3,836
-2
-0.1% -$232 0.05% 122
2023
Q2 		$457K Buy
3,838
+7
+0.2% +$724 0.06% 119
2023
Q1 		$356K Sell
3,831
-413
-10% -$36.2K 0.05% 131
2022
Q4 		$347K Buy
4,244
+1,578
+59% +$120K 0.05% 129
2022
Q3 		$163K Sell
2,666
-24
-0.9% -$1.76K 0.03% 182
2022
Q2 		$188K Buy
2,690
+337
+14% +$24.7K 0.03% 171
2022
Q1 		$194K Sell
2,353
-960
-29% -$77.7K 0.03% 177
2021
Q4 		$289K Buy
3,313
+207
+7% +$19.4K 0.04% 142
2021
Q3 		$271K Buy
3,106
+748
+32% +$66.1K 0.04% 153
2021
Q2 		$184K Sell
2,358
-804
-25% -$62.9K 0.03% 192
2021
Q1 		$222K Buy
3,162
+210
+7% +$13.6K 0.09% 154
2020
Q4 		$191K Sell
2,952
-2,316
-44% -$138K 0.09% 164
2020
Q3 		$314K Hold
5,268
– – 0.12% 118
2020
Q2 		$291K Buy
5,268
+232
+5% +$12.3K 0.12% 118
2020
Q1 		$243K Sell
5,036
-580
-10% -$29.9K 0.12% 123
2019
Q4 		$298K Buy
5,616
+182
+3% +$10K 0.12% 130
2019
Q3 		$299K Sell
5,434
-5
-0.1% -$276 0.13% 114
2019
Q2 		$310K Sell
5,439
-140
-3% -$7.58K 0.14% 109
2019
Q1 		$300K Sell
5,579
-168
-3% -$8.56K 0.13% 115
2018
Q4 		$259K Sell
5,747
-274
-5% -$13.1K 0.13% 121
2018
Q3 		$310K Sell
6,021
-265
-4% -$12.9K 0.13% 116
2018
Q2 		$277K Buy
6,286
+890
+16% +$41K 0.12% 123
2018
Q1 		$247K Sell
5,396
-131
-2% -$6.51K 0.11% 127
2017
Q4 		$261K Buy
5,527
+100
+2% +$4.91K 0.11% 133
2017
Q3 		$262K Buy
5,427
+253
+5% +$12.6K 0.13% 117
2017
Q2 		$259K Sell
5,174
-166
-3% -$7.57K 0.13% 110
2017
Q1 		$238K Sell
5,340
-530
-9% -$22.1K 0.12% 114
2016
Q4 		$226K Buy
5,870
+457
+8% +$17.9K 0.12% 126
2016
Q3 		$213K Sell
5,413
-39
-0.7% -$1.59K 0.12% 125
2016
Q2 		$223K Sell
5,452
-777
-12% -$31K 0.12% 120
2016
Q1 		$255K Sell
6,229
-2,758
-31% -$102K 0.14% 110
2015
Q4 		$328K Buy
8,987
+2,277
+34% +$87K 0.18% 95
2015
Q3 		$242K Hold
6,710
– – 0.15% 113
2015
Q2 		$270K Buy
6,710
+678
+11% +$29.4K 0.15% 106
2015
Q1 		$260K Sell
6,032
-956
-14% -$41.4K 0.16% 97
2014
Q4 		$314K Sell
6,988
-220
-3% -$8.95K 0.19% 89
2014
Q3 		$276K Hold
7,208
– – 0.17% 97
2014
Q2 		$292K Buy
7,208
+600
+9% +$24.7K 0.18% 99
2014
Q1 		$270K Sell
6,608
-1,900
-22% -$72.3K 0.18% 100
2013
Q4 		$326K Buy
8,508
+1,900
+29% +$65.3K 0.2% 84
2013
Q3 		$219K Hold
6,608
– – 0.17% 95
2013
Q2 		$203K Buy
+6,608
New +$219K 0.15% 100

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

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

TCI Wealth Advisors increased its Oracle (ORCL) stake by 9.7% in Q2 2026, buying an estimated $81.9K and bringing the position to 5,121 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #135.

TCI Wealth Advisors first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.42M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • TCI Wealth Advisors held 5,121 shares of Oracle worth $750K as of Q2 2026.
  • TCI Wealth Advisors bought 452 Oracle shares in Q2 2026, an estimated $81.9K.
  • Oracle made up 0.03% of TCI Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • TCI Wealth Advisors first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Oracle position peaked at $1.42M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.