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Baker Tilly Wealth Management’s Oracle ORCL Stock Holding History

Baker Tilly 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 		$1.95M Buy
13,278
+995
+8% +$180K 0.41% 51
2026
Q1 		$1.81M Sell
12,283
-4,016
-25% -$653K 0.44% 46
2025
Q4 		$3.18M Sell
16,299
-1,094
-6% -$260K 0.78% 31
2025
Q3 		$4.89M Sell
17,393
-1,619
-9% -$412K 1.1% 25
2025
Q2 		$4.16M Sell
19,012
-638
-3% -$103K 1.48% 16
2025
Q1 		$2.75M Buy
19,650
+66
+0.3% +$10.7K 1.08% 19
2024
Q4 		$3.26M Buy
19,584
+1,340
+7% +$238K 1.28% 17
2024
Q3 		$3.11M Buy
18,244
+2,959
+19% +$429K 1.38% 14
2024
Q2 		$2.16M Sell
15,285
-15,286
-50% -$1.9M 0.88% 19
2024
Q1 		$3.84M Buy
30,571
+28
+0.1% +$3.21K 0.69% 23
2023
Q4 		$3.22M Sell
30,543
-5,331
-15% -$582K 0.53% 33
2023
Q3 		$3.8M Sell
35,874
-48,866
-58% -$5.66M 0.63% 29
2023
Q2 		$10.1M Sell
84,740
-4,260
-5% -$440K 1.06% 17
2023
Q1 		$8.27M Sell
89,000
-4,495
-5% -$394K 0.93% 17
2022
Q4 		$7.64M Buy
93,495
+11,682
+14% +$888K 0.94% 14
2022
Q3 		$5M Sell
81,813
-1,615
-2% -$118K 0.68% 27
2022
Q2 		$5.83M Buy
83,428
+3,782
+5% +$277K 0.76% 22
2022
Q1 		$6.59M Buy
79,646
+11,802
+17% +$956K 0.73% 23
2021
Q4 		$5.92M Buy
67,844
+9,854
+17% +$925K 0.64% 31
2021
Q3 		$5.05M Buy
57,990
+9,226
+19% +$815K 0.67% 22
2021
Q2 		$3.8M Buy
48,764
+6,730
+16% +$527K 0.61% 31
2021
Q1 		$2.95M Buy
42,034
+24,282
+137% +$1.57M 0.6% 34
2020
Q4 		$1.15M Buy
+17,752
New +$1.06M 0.35% 69

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

Baker Tilly Wealth Management's ORCL Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Oracle (ORCL) stake by 8.1% in Q2 2026, buying an estimated $180K and bringing the position to 13,278 shares worth $1.95M. The position accounts for 0.41% of the portfolio, ranked #51.

Baker Tilly Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q2 2023. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Baker Tilly Wealth Management held 13,278 shares of Oracle worth $1.95M as of Q2 2026.
  • Baker Tilly Wealth Management bought 995 Oracle shares in Q2 2026, an estimated $180K.
  • Oracle made up 0.41% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Baker Tilly Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Oracle position peaked at $10.1M in Q2 2023.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.