Avantra Family Wealth’s Oracle ORCL Stock Holding History

Avantra Family Wealth’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	$677K	Buy	4,617 +2,028	+78%	+$368K	0.43%	73
2026 Q1	$381K	Buy	2,589 +88	+4%	+$14.3K	0.28%	108
2025 Q4	$487K	Sell	2,501 -91	-4%	-$21.7K	0.35%	86
2025 Q3	$729K	Buy	2,592 +123	+5%	+$31.3K	0.55%	53
2025 Q2	$540K	Buy	2,469 +1	+0%	+$161	0.45%	63
2025 Q1	$345K	Hold	2,468	–	–	0.33%	107
2024 Q4	$411K	Buy	+2,468	New	+$438K	0.38%	99

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

Avantra Family Wealth's ORCL Position: Q2 2026 in Review

Avantra Family Wealth increased its Oracle (ORCL) stake by 78% in Q2 2026, buying an estimated $368K and bringing the position to 4,617 shares worth $677K. The position accounts for 0.43% of the portfolio, ranked #73.

Avantra Family Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $729K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Avantra Family Wealth held 4,617 shares of Oracle worth $677K as of Q2 2026.
Avantra Family Wealth bought 2,028 Oracle shares in Q2 2026, an estimated $368K.
Oracle made up 0.43% of Avantra Family Wealth's portfolio in Q2 2026, its #73 holding.
Avantra Family Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Oracle position peaked at $729K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.