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Adamsbrown Wealth Consultants’s Oracle ORCL Stock Holding History

Adamsbrown Wealth Consultants’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 		$204K Sell
1,392
-196
-12% -$35.5K 0.04% 167
2026
Q1 		$234K Sell
1,588
-456
-22% -$74.1K 0.06% 119
2025
Q4 		$398K Buy
2,044
+219
+12% +$52.1K 0.11% 79
2025
Q3 		$513K Buy
1,825
+252
+16% +$64.2K 0.14% 60
2025
Q2 		$344K Sell
1,573
-11
-0.7% -$1.78K 0.1% 69
2025
Q1 		$222K Buy
1,584
+74
+5% +$12K 0.07% 95
2024
Q4 		$252K Sell
1,510
-2
-0.1% -$355 0.09% 86
2024
Q3 		$258K Buy
1,512
+15
+1% +$2.17K 0.09% 77
2024
Q2 		$211K Buy
+1,497
New +$186K 0.08% 79

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

Adamsbrown Wealth Consultants's ORCL Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $35.5K and leaving 1,392 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #167.

Adamsbrown Wealth Consultants first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $513K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Adamsbrown Wealth Consultants held 1,392 shares of Oracle worth $204K as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 196 Oracle shares in Q2 2026, an estimated $35.5K.
  • Oracle made up 0.04% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #167 holding.
  • Adamsbrown Wealth Consultants first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Adamsbrown Wealth Consultants's Oracle position peaked at $513K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.