Blake Schutter Theil Wealth Advisors’s Oracle ORCL Stock Holding History

Blake Schutter Theil 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	$308K	Buy	2,101 +81	+4%	+$14.7K	0.21%	93
2026 Q1	$297K	Buy	2,020 +25	+1%	+$4.06K	0.24%	90
2025 Q4	$389K	Sell	1,995 -30	-1%	-$7.14K	0.32%	77
2025 Q3	$570K	Sell	2,025 -35	-2%	-$8.91K	0.56%	50
2025 Q2	$450K	Buy	2,060 +2	+0.1%	+$323	0.51%	60
2025 Q1	$288K	Sell	2,058 -83	-4%	-$13.5K	0.33%	90
2024 Q4	$357K	Sell	2,141 -7,022	-77%	-$1.25M	0.38%	76
2024 Q3	$1.56M	Buy	+9,163	New	+$1.33M	1.12%	15

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

Blake Schutter Theil Wealth Advisors's ORCL Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Oracle (ORCL) stake by 4% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,101 shares worth $308K. The position accounts for 0.21% of the portfolio, ranked #93.

Blake Schutter Theil Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 2,101 shares of Oracle worth $308K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 81 Oracle shares in Q2 2026, an estimated $14.7K.
Oracle made up 0.21% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Oracle position peaked at $1.56M in Q3 2024.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.