Baron Silver Stevens Financial Advisors’s Oracle ORCL Stock Holding History

Baron Silver Stevens Financial 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	$240K	Sell	1,637 -10	-0.6%	-$1.81K	0.03%	130
2026 Q1	$242K	Buy	1,647 +500	+44%	+$81.3K	0.04%	121
2025 Q4	$224K	Sell	1,147 -126	-10%	-$30K	0.03%	126
2025 Q3	$358K	Buy	+1,273	New	+$324K	0.05%	97
2021 Q1	–	Sell	-201	Closed	-$13K	–	334
2020 Q4	$13K	Buy	+201	New	+$12K	﹤0.01%	239

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

Baron Silver Stevens Financial Advisors's ORCL Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Oracle (ORCL) stake by 0.61% in Q2 2026, selling an estimated $1.81K and leaving 1,637 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #130.

Baron Silver Stevens Financial Advisors first reported a position in ORCL in Q4 2020 and has held it in 5 quarters since. The position peaked at $358K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,637 shares of Oracle worth $240K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 10 Oracle shares in Q2 2026, an estimated $1.81K.
Oracle made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #130 holding.
Baron Silver Stevens Financial Advisors first reported a position in Oracle in Q4 2020 and has held it in 5 quarters since.
Baron Silver Stevens Financial Advisors's Oracle position peaked at $358K in Q3 2025.
1,669 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.