AFPL
ORCL icon

Advus Financial Partners, LLC’s Oracle ORCL Stock Holding History

Advus Financial Partners, LLC’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 		$637K Buy
4,349
+4
+0.1% +$725 0.14% 109
2026
Q1 		$639K Buy
4,345
+1,261
+41% +$205K 0.16% 104
2025
Q4 		$601K Sell
3,084
-146
-5% -$34.8K 0.15% 101
2025
Q3 		$908K Buy
3,230
+148
+5% +$37.7K 0.22% 78
2025
Q2 		$674K Sell
3,082
-260
-8% -$42K 0.17% 92
2025
Q1 		$467K Sell
3,342
-210
-6% -$34.2K 0.13% 112
2024
Q4 		$592K Buy
3,552
+42
+1% +$7.46K 0.17% 91
2024
Q3 		$598K Sell
3,510
-89
-2% -$12.9K 0.17% 86
2024
Q2 		$508K Hold
3,599
– – 0.15% 94
2024
Q1 		$452K Sell
3,599
-228
-6% -$26.1K 0.14% 101
2023
Q4 		$403K Sell
3,827
-20
-0.5% -$2.18K 0.14% 97
2023
Q3 		$407K Sell
3,847
-168
-4% -$19.4K 0.16% 86
2023
Q2 		$478K Sell
4,015
-90
-2% -$9.3K 0.18% 75
2023
Q1 		$381K Sell
4,105
-266
-6% -$23.3K 0.16% 85
2022
Q4 		$357K Buy
4,371
+538
+14% +$40.9K 0.16% 92
2022
Q3 		$234K Sell
3,833
-34
-0.9% -$2.49K 0.12% 111
2022
Q2 		$270K Buy
3,867
+909
+31% +$66.5K 0.14% 98
2022
Q1 		$245K Buy
+2,958
New +$240K 0.12% 104
2021
Q3 		$206K Buy
+2,363
New +$209K 0.11% 104

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advus Financial Partners, LLC's ORCL Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Oracle (ORCL) stake by 0.09% in Q2 2026, buying an estimated $725 and bringing the position to 4,349 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #109.

Advus Financial Partners, LLC first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $908K in Q3 2025. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Advus Financial Partners, LLC held 4,349 shares of Oracle worth $637K as of Q2 2026.
  • Advus Financial Partners, LLC bought 4 Oracle shares in Q2 2026, an estimated $725.
  • Oracle made up 0.14% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #109 holding.
  • Advus Financial Partners, LLC first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Oracle position peaked at $908K in Q3 2025.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.