United Asset Strategies’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Sell |
6,872
-255
| -4% | -$46.2K | 0.07% | 143 |
|
|
2026
Q1 | $1.05M | Sell |
7,127
-409
| -5% | -$66.5K | 0.08% | 133 |
|
|
2025
Q4 | $1.47M | Sell |
7,536
-754
| -9% | -$180K | 0.11% | 123 |
|
|
2025
Q3 | $2.33M | Sell |
8,290
-298
| -3% | -$75.9K | 0.19% | 90 |
|
|
2025
Q2 | $1.88M | Sell |
8,588
-5
| -0.1% | -$807 | 0.16% | 102 |
|
|
2025
Q1 | $1.2M | Sell |
8,593
-11,156
| -56% | -$1.82M | 0.11% | 130 |
|
|
2024
Q4 | $3.29M | Buy |
19,749
+248
| +1% | +$44.1K | 0.3% | 70 |
|
|
2024
Q3 | $3.32M | Buy |
19,501
+5,737
| +42% | +$831K | 0.31% | 68 |
|
|
2024
Q2 | $1.94M | Buy |
13,764
+481
| +4% | +$59.7K | 0.19% | 98 |
|
|
2024
Q1 | $1.67M | Sell |
13,283
-1,917
| -13% | -$219K | 0.17% | 109 |
|
|
2023
Q4 | $1.6M | Buy |
15,200
+1,907
| +14% | +$208K | 0.18% | 105 |
|
|
2023
Q3 | $1.41M | Buy |
13,293
+10
| +0.1% | +$1.16K | 0.18% | 115 |
|
|
2023
Q2 | $1.58M | Hold |
13,283
| – | – | 0.2% | 106 |
|
|
2023
Q1 | $1.23M | Hold |
13,283
| – | – | 0.16% | 122 |
|
|
2022
Q4 | $1.09M | Sell |
13,283
-140
| -1% | -$10.6K | 0.15% | 129 |
|
|
2022
Q3 | $820K | Buy |
13,423
+130
| +1% | +$9.52K | 0.13% | 135 |
|
|
2022
Q2 | $929K | Sell |
13,293
-150
| -1% | -$11K | 0.14% | 128 |
|
|
2022
Q1 | $1.11M | Sell |
13,443
-31
| -0.2% | -$2.51K | 0.14% | 123 |
|
|
2021
Q4 | $1.18M | Sell |
13,474
-369
| -3% | -$34.6K | 0.14% | 117 |
|
|
2021
Q3 | $1.21M | Sell |
13,843
-150
| -1% | -$13.2K | 0.16% | 104 |
|
|
2021
Q2 | $1.09M | Sell |
13,993
-86
| -0.6% | -$6.73K | 0.15% | 109 |
|
|
2021
Q1 | $988K | Sell |
14,079
-300
| -2% | -$19.4K | 0.14% | 107 |
|
|
2020
Q4 | $930K | Buy |
14,379
+150
| +1% | +$8.93K | 0.15% | 109 |
|
|
2020
Q3 | $849K | Sell |
14,229
-102
| -0.7% | -$5.79K | 0.16% | 103 |
|
|
2020
Q2 | $792K | Hold |
14,331
| – | – | 0.16% | 105 |
|
|
2020
Q1 | $693K | Sell |
14,331
-50
| -0.3% | -$2.58K | 0.17% | 102 |
|
|
2019
Q4 | $762K | Buy |
14,381
+25
| +0.2% | +$1.38K | 0.15% | 118 |
|
|
2019
Q3 | $790K | Sell |
14,356
-905
| -6% | -$50K | 0.17% | 108 |
|
|
2019
Q2 | $869K | Hold |
15,261
| – | – | 0.2% | 102 |
|
|
2019
Q1 | $820K | Buy |
15,261
+750
| +5% | +$38.2K | 0.19% | 108 |
|
|
2018
Q4 | $655K | Buy |
+14,511
| New | +$695K | 0.18% | 112 |
|
|
2014
Q2 | – | Sell |
-24,608
| Closed | -$1.01M | – | 128 |
|
|
2014
Q1 | $1.01M | Buy |
24,608
+633
| +3% | +$24.1K | 0.57% | 53 |
|
|
2013
Q4 | $917K | Buy |
+23,975
| New | +$824K | 0.63% | 49 |
|
Other funds holding ORCL
FWIA
United Asset Strategies's ORCL Position: Q2 2026 in Review
United Asset Strategies reduced its Oracle (ORCL) stake by 3.6% in Q2 2026, selling an estimated $46.2K and leaving 6,872 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #143.
United Asset Strategies first reported a position in ORCL in Q4 2013 and has held it in 33 quarters since. The position peaked at $3.32M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- United Asset Strategies held 6,872 shares of Oracle worth $1.01M as of Q2 2026.
- United Asset Strategies sold 255 Oracle shares in Q2 2026, an estimated $46.2K.
- Oracle made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #143 holding.
- United Asset Strategies first reported a position in Oracle in Q4 2013 and has held it in 33 quarters since.
- United Asset Strategies's Oracle position peaked at $3.32M in Q3 2024.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.