Clarity Wealth Advisors’s Oracle ORCL Stock Holding History

Clarity 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	$785K	Buy	5,354 +9	+0.2%	+$1.63K	0.14%	54
2026 Q1	$786K	Buy	5,345 +977	+22%	+$159K	0.16%	51
2025 Q4	$851K	Sell	4,368 -9	-0.2%	-$2.14K	0.17%	48
2025 Q3	$1.23M	Sell	4,377 -203	-4%	-$51.7K	0.27%	43
2025 Q2	$1M	Sell	4,580 -53	-1%	-$8.56K	0.25%	46
2025 Q1	$648K	Sell	4,633 -26	-0.6%	-$4.23K	0.18%	50
2024 Q4	$776K	Buy	4,659 +174	+4%	+$30.9K	0.21%	47
2024 Q3	$764K	Buy	4,485 +204	+5%	+$29.5K	0.22%	42
2024 Q2	$605K	Buy	4,281 +116	+3%	+$14.4K	0.2%	48
2024 Q1	$523K	Buy	4,165 +130	+3%	+$14.9K	0.18%	50
2023 Q4	$425K	Buy	4,035 +1	+0%	+$109	0.16%	56
2023 Q3	$427K	Buy	4,034 +28	+0.7%	+$3.24K	0.19%	46
2023 Q2	$477K	Sell	4,006 -32	-0.8%	-$3.31K	0.21%	44
2023 Q1	$375K	Buy	4,038 +61	+2%	+$5.35K	0.19%	48
2022 Q4	$325K	Buy	3,977 +190	+5%	+$14.4K	0.19%	49
2022 Q3	$231K	Sell	3,787 -35	-0.9%	-$2.56K	0.14%	56
2022 Q2	$267K	Buy	3,822 +22	+0.6%	+$1.61K	0.15%	55
2022 Q1	$314K	Buy	3,800 +353	+10%	+$28.6K	0.15%	52
2021 Q4	$300K	Sell	3,447 -11	-0.3%	-$1.03K	0.14%	52
2021 Q3	$301K	Sell	3,458 -30	-0.9%	-$2.65K	0.15%	55
2021 Q2	$271K	Sell	3,488 -16	-0.5%	-$1.25K	0.14%	52
2021 Q1	$245K	Hold	3,504	–	–	0.14%	52
2020 Q4	$226K	Sell	3,504 -5	-0.1%	-$298	0.14%	55
2020 Q3	$209K	Sell	3,509 -700	-17%	-$39.8K	0.15%	57
2020 Q2	$232K	Hold	4,209	–	–	0.18%	59
2020 Q1	$203K	Hold	4,209	–	–	0.21%	56
2019 Q4	$222K	Buy	+4,209	New	+$232K	0.19%	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

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

Clarity Wealth Advisors increased its Oracle (ORCL) stake by 0.17% in Q2 2026, buying an estimated $1.63K and bringing the position to 5,354 shares worth $785K. The position accounts for 0.14% of the portfolio, ranked #54.

Clarity Wealth Advisors first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.23M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Clarity Wealth Advisors held 5,354 shares of Oracle worth $785K as of Q2 2026.
Clarity Wealth Advisors bought 9 Oracle shares in Q2 2026, an estimated $1.63K.
Oracle made up 0.14% of Clarity Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Clarity Wealth Advisors first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
Clarity Wealth Advisors's Oracle position peaked at $1.23M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.