Aletheian Wealth Advisors’s Oracle ORCL Stock Holding History

Aletheian 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	$278K	Buy	1,899 +356	+23%	+$64.5K	0.12%	93
2026 Q1	$227K	Buy	+1,543	New	+$251K	0.11%	91
2025 Q3	$484K	Sell	1,721 -176	-9%	-$44.8K	0.22%	60
2025 Q2	$415K	Buy	1,897 +33	+2%	+$5.33K	0.2%	63
2025 Q1	$261K	Buy	1,864 +96	+5%	+$15.6K	0.15%	75
2024 Q4	$295K	Buy	1,768 +131	+8%	+$23.3K	0.17%	66
2024 Q3	$279K	Sell	1,637 -8,906	-84%	-$1.29M	0.16%	67
2024 Q2	$1.49M	Buy	10,543 +220	+2%	+$27.3K	0.78%	30
2024 Q1	$1.3M	Buy	+10,323	New	+$1.18M	0.7%	33
2023 Q4	–	Sell	-6,089	Closed	-$645K	–	77
2023 Q3	$645K	Hold	6,089	–	–	0.49%	49
2023 Q2	$725K	Buy	+6,089	New	+$630K	0.5%	52
2023 Q1	–	Sell	-4,422	Closed	-$361K	–	76
2022 Q4	$361K	Buy	+4,422	New	+$336K	0.31%	62

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

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

Aletheian Wealth Advisors increased its Oracle (ORCL) stake by 23% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,899 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #93.

Aletheian Wealth Advisors first reported a position in ORCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2024. 1,648 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Aletheian Wealth Advisors held 1,899 shares of Oracle worth $278K as of Q2 2026.
Aletheian Wealth Advisors bought 356 Oracle shares in Q2 2026, an estimated $64.5K.
Oracle made up 0.12% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Aletheian Wealth Advisors first reported a position in Oracle in Q4 2022 and has held it in 12 quarters since.
Aletheian Wealth Advisors's Oracle position peaked at $1.49M in Q2 2024.
1,648 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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