VisionPoint Advisory Group’s Oracle ORCL Stock Holding History

VisionPoint Advisory Group’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	$698K	Sell	4,763 -341	-7%	-$61.8K	0.11%	202
2026 Q1	$751K	Sell	5,104 -10,839	-68%	-$1.76M	0.14%	166
2025 Q4	$3.11M	Buy	15,943 +2,291	+17%	+$545K	0.61%	41
2025 Q3	$3.84M	Sell	13,652 -2,716	-17%	-$692K	0.77%	29
2025 Q2	$3.58M	Buy	16,368 +2,103	+15%	+$340K	0.78%	26
2025 Q1	$1.99M	Buy	14,265 +2,535	+22%	+$413K	0.68%	45
2024 Q4	$1.95M	Sell	11,730 -690	-6%	-$123K	0.67%	46
2024 Q3	$2.12M	Buy	12,420 +593	+5%	+$85.9K	0.71%	36
2024 Q2	$1.67M	Buy	11,827 +10,091	+581%	+$1.25M	0.59%	45
2024 Q1	$218K	Buy	1,736 +1,700	+4,722%	+$195K	0.08%	159
2023 Q4	$3.79K	Buy	+36	New	+$3.93K	﹤0.01%	528

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

VisionPoint Advisory Group's ORCL Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Oracle (ORCL) stake by 6.7% in Q2 2026, selling an estimated $61.8K and leaving 4,763 shares worth $698K. The position accounts for 0.11% of the portfolio, ranked #202.

VisionPoint Advisory Group first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

VisionPoint Advisory Group held 4,763 shares of Oracle worth $698K as of Q2 2026.
VisionPoint Advisory Group sold 341 Oracle shares in Q2 2026, an estimated $61.8K.
Oracle made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #202 holding.
VisionPoint Advisory Group first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's Oracle position peaked at $3.84M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.