BlueSky Wealth Advisors’s Oracle ORCL Stock Holding History

BlueSky 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	$552K	Sell	3,764 -78	-2%	-$14.1K	0.06%	71
2026 Q1	$565K	Buy	3,842 +313	+9%	+$50.9K	0.07%	68
2025 Q4	$688K	Hold	3,529	–	–	0.09%	52
2025 Q3	$992K	Sell	3,529 -281	-7%	-$71.6K	0.13%	45
2025 Q2	$833K	Sell	3,810 -550	-13%	-$88.8K	0.12%	45
2025 Q1	$610K	Hold	4,360	–	–	0.09%	52
2024 Q4	$727K	Hold	4,360	–	–	0.11%	48
2024 Q3	$743K	Hold	4,360	–	–	0.12%	48
2024 Q2	$616K	Buy	+4,360	New	+$541K	0.1%	50
2024 Q1	–	Sell	-2,079	Closed	-$219K	–	45
2023 Q4	$219K	Hold	2,079	–	–	0.04%	66
2023 Q3	$220K	Sell	2,079 -87	-4%	-$10.1K	0.05%	64
2023 Q2	$258K	Hold	2,166	–	–	0.05%	65
2023 Q1	$201K	Buy	+2,166	New	+$190K	0.04%	67
2022 Q1	–	Sell	-2,525	Closed	-$220K	–	69
2021 Q4	$220K	Hold	2,525	–	–	0.04%	67
2021 Q3	$220K	Hold	2,525	–	–	0.04%	63
2021 Q2	$222K	Buy	+2,525	New	+$198K	0.04%	62

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

BlueSky Wealth Advisors's ORCL Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Oracle (ORCL) stake by 2% in Q2 2026, selling an estimated $14.1K and leaving 3,764 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #71.

BlueSky Wealth Advisors first reported a position in ORCL in Q2 2021 and has held it in 16 quarters since. The position peaked at $992K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

BlueSky Wealth Advisors held 3,764 shares of Oracle worth $552K as of Q2 2026.
BlueSky Wealth Advisors sold 78 Oracle shares in Q2 2026, an estimated $14.1K.
Oracle made up 0.06% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #71 holding.
BlueSky Wealth Advisors first reported a position in Oracle in Q2 2021 and has held it in 16 quarters since.
BlueSky Wealth Advisors's Oracle position peaked at $992K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.