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Acorn Wealth Advisors’s Oracle ORCL Stock Holding History

Acorn 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 		$211K Buy
1,443
+8
+0.6% +$1.45K 0.05% 293
2026
Q1 		$211K Sell
1,435
-55
-4% -$8.94K 0.06% 256
2025
Q4 		$290K Sell
1,490
-54
-3% -$12.9K 0.09% 211
2025
Q3 		$434K Buy
1,544
+146
+10% +$37.2K 0.14% 155
2025
Q2 		$306K Buy
+1,398
New +$226K 0.11% 176
2025
Q1 		– Sell
-1,432
Closed -$239K – 238
2024
Q4 		$239K Buy
1,432
+1
+0.1% +$178 0.1% 203
2024
Q3 		$244K Buy
+1,431
New +$207K 0.1% 197
2018
Q2 		– Sell
-199
Closed -$9K – 712
2018
Q1 		$9K Hold
199
– – 0.01% 527
2017
Q4 		$10K Buy
+199
New +$9.76K 0.01% 487

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Acorn Wealth Advisors increased its Oracle (ORCL) stake by 0.56% in Q2 2026, buying an estimated $1.45K and bringing the position to 1,443 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #293.

Acorn Wealth Advisors first reported a position in ORCL in Q4 2017 and has held it in 9 quarters since. The position peaked at $434K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Acorn Wealth Advisors held 1,443 shares of Oracle worth $211K as of Q2 2026.
  • Acorn Wealth Advisors bought 8 Oracle shares in Q2 2026, an estimated $1.45K.
  • Oracle made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • Acorn Wealth Advisors first reported a position in Oracle in Q4 2017 and has held it in 9 quarters since.
  • Acorn Wealth Advisors's Oracle position peaked at $434K in Q3 2025.
  • 1,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.