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Canvas Wealth Advisors’s Oracle ORCL Stock Holding History

Canvas 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 		$592K Buy
4,042
+57
+1% +$10.3K 0.08% 125
2026
Q1 		$586K Sell
3,985
-111
-3% -$18K 0.1% 112
2025
Q4 		$798K Sell
4,096
-92
-2% -$21.9K 0.14% 84
2025
Q3 		$1.2M Sell
4,188
-117
-3% -$29.8K 0.22% 60
2025
Q2 		$1.07M Sell
4,305
-1,503
-26% -$243K 0.21% 63
2025
Q1 		$739K Buy
5,808
+1,718
+42% +$280K 0.19% 79
2024
Q4 		$681K Buy
4,090
+396
+11% +$70.3K 0.17% 82
2024
Q3 		$629K Buy
3,694
+463
+14% +$67.1K 0.17% 76
2024
Q2 		$438K Buy
3,231
+110
+4% +$13.7K 0.14% 90
2024
Q1 		$370K Sell
3,121
-456
-13% -$52.2K 0.12% 94
2023
Q4 		$381K Sell
3,577
-320
-8% -$34.9K 0.14% 86
2023
Q3 		$397K Buy
3,897
+3
+0.1% +$347 0.16% 77
2023
Q2 		$460K Sell
3,894
-197
-5% -$20.4K 0.17% 71
2023
Q1 		$389K Buy
4,091
+1,077
+36% +$94.4K 0.16% 86
2022
Q4 		$261K Buy
+3,014
New +$229K 0.11% 119
2022
Q3 		– Sell
-4,731
Closed -$331K – 136
2022
Q2 		$331K Buy
4,731
+238
+5% +$17.4K 0.13% 94
2022
Q1 		$329K Sell
4,493
-1,955
-30% -$158K 0.12% 113
2021
Q4 		$562K Buy
6,448
+240
+4% +$22.5K 0.2% 88
2021
Q3 		$541K Sell
6,208
-69
-1% -$6.09K 0.22% 78
2021
Q2 		$489K Buy
6,277
+609
+11% +$47.7K 0.22% 77
2021
Q1 		$431K Buy
+5,668
New +$367K 0.25% 72

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

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

Canvas Wealth Advisors increased its Oracle (ORCL) stake by 1.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,042 shares worth $592K. The position accounts for 0.08% of the portfolio, ranked #125.

Canvas Wealth Advisors first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Canvas Wealth Advisors held 4,042 shares of Oracle worth $592K as of Q2 2026.
  • Canvas Wealth Advisors bought 57 Oracle shares in Q2 2026, an estimated $10.3K.
  • Oracle made up 0.08% of Canvas Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Canvas Wealth Advisors first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • Canvas Wealth Advisors's Oracle position peaked at $1.2M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.