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Aprio Wealth Management’s Oracle ORCL Stock Holding History

Aprio Wealth Management’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 		$1.73M Buy
11,821
+1,160
+11% +$210K 0.09% 160
2026
Q1 		$1.57M Buy
10,661
+456
+4% +$74.1K 0.09% 146
2025
Q4 		$1.99M Buy
10,205
+5,575
+120% +$1.33M 0.11% 122
2025
Q3 		$1.3M Buy
4,630
+210
+5% +$53.5K 0.13% 109
2025
Q2 		$966K Buy
4,420
+1,449
+49% +$234K 0.11% 113
2025
Q1 		$415K Buy
2,971
+346
+13% +$56.3K 0.05% 202
2024
Q4 		$437K Buy
2,625
+326
+14% +$57.9K 0.06% 146
2024
Q3 		$392K Buy
2,299
+209
+10% +$30.3K 0.06% 150
2024
Q2 		$295K Sell
2,090
-123
-6% -$15.3K 0.05% 168
2024
Q1 		$278K Buy
+2,213
New +$253K 0.05% 170
2023
Q3 		– Sell
-1,721
Closed -$205K – 193
2023
Q2 		$205K Buy
+1,721
New +$178K 0.06% 146

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

Aprio Wealth Management's ORCL Position: Q2 2026 in Review

Aprio Wealth Management increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $210K and bringing the position to 11,821 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #160.

Aprio Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aprio Wealth Management held 11,821 shares of Oracle worth $1.73M as of Q2 2026.
  • Aprio Wealth Management bought 1,160 Oracle shares in Q2 2026, an estimated $210K.
  • Oracle made up 0.09% of Aprio Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Aprio Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
  • Aprio Wealth Management's Oracle position peaked at $1.99M in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.