Caliber Wealth Management (Kansas)’s Oracle ORCL Stock Holding History

Caliber Wealth Management (Kansas)’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	$225K	Sell	1,534 -2,071	-57%	-$375K	0.02%	277
2026 Q1	$530K	Buy	3,605 +643	+22%	+$105K	0.06%	167
2025 Q4	$577K	Sell	2,962 -532	-15%	-$127K	0.06%	165
2025 Q3	$983K	Sell	3,494 -2,829	-45%	-$720K	0.11%	134
2025 Q2	$1.38M	Buy	6,323 +2,144	+51%	+$346K	0.15%	125
2025 Q1	$584K	Buy	+4,179	New	+$680K	0.08%	152

Other funds holding ORCL

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Caliber Wealth Management (Kansas)'s ORCL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Oracle (ORCL) stake by 57% in Q2 2026, selling an estimated $375K and leaving 1,534 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #277.

Caliber Wealth Management (Kansas) first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2025. 1,468 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,534 shares of Oracle worth $225K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 2,071 Oracle shares in Q2 2026, an estimated $375K.
Oracle made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #277 holding.
Caliber Wealth Management (Kansas) first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Oracle position peaked at $1.38M in Q2 2025.
1,468 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.