Clarus Wealth Advisors’s Oracle ORCL Stock Holding History

Clarus 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	$413K	Buy	2,940 +91	+3%	+$16.5K	0.16%	79
2026 Q1	$408K	Buy	2,849 +966	+51%	+$157K	0.17%	77
2025 Q4	$381K	Buy	1,883 +936	+99%	+$223K	0.16%	72
2025 Q3	$271K	Sell	947 -512	-35%	-$130K	0.12%	75
2025 Q2	$342K	Sell	1,459 -444	-23%	-$71.7K	0.16%	66
2025 Q1	$264K	Buy	+1,903	New	+$310K	0.14%	74
2020 Q3	–	Sell	-3,784	Closed	-$213K	–	133
2020 Q2	$213K	Buy	+3,784	New	+$200K	0.18%	117
2019 Q3	–	Sell	-4,173	Closed	-$238K	–	429
2019 Q2	$238K	Buy	+4,173	New	+$226K	0.17%	93

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

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

Clarus Wealth Advisors increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,940 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #79.

Clarus Wealth Advisors first reported a position in ORCL in Q2 2019 and has held it in 8 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Clarus Wealth Advisors held 2,940 shares of Oracle worth $413K as of Q2 2026.
Clarus Wealth Advisors bought 91 Oracle shares in Q2 2026, an estimated $16.5K.
Oracle made up 0.16% of Clarus Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Clarus Wealth Advisors first reported a position in Oracle in Q2 2019 and has held it in 8 quarters since.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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