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Colton Groome Financial Advisors’s Oracle ORCL Stock Holding History

Colton Groome Financial 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 		$468K Sell
3,194
-1
-0% -$181 0.11% 105
2026
Q1 		$470K Sell
3,195
-496
-13% -$80.6K 0.13% 84
2025
Q4 		$719K Buy
3,691
+9
+0.2% +$2.14K 0.21% 71
2025
Q3 		$1.04M Buy
3,682
+179
+5% +$45.6K 0.32% 56
2025
Q2 		$766K Buy
3,503
+496
+16% +$80.1K 0.26% 62
2025
Q1 		$423K Hold
3,007
– – 0.16% 80
2024
Q4 		$501K Buy
3,007
+527
+21% +$93.6K 0.19% 68
2024
Q3 		$423K Sell
2,480
-75
-3% -$10.9K 0.16% 85
2024
Q2 		$361K Sell
2,555
-100
-4% -$12.4K 0.14% 84
2024
Q1 		$333K Sell
2,655
-50
-2% -$5.72K 0.13% 88
2023
Q4 		$285K Sell
2,705
-75
-3% -$8.19K 0.12% 96
2023
Q3 		$294K Sell
2,780
-80
-3% -$9.26K 0.15% 92
2023
Q2 		$341K Hold
2,860
– – 0.16% 87
2023
Q1 		$266K Sell
2,860
-670
-19% -$58.8K 0.13% 107
2022
Q4 		$289K Hold
3,530
– – 0.14% 103
2022
Q3 		$216K Hold
3,530
– – 0.11% 109
2022
Q2 		$247K Buy
3,530
+90
+3% +$6.59K 0.12% 90
2022
Q1 		$285K Buy
+3,440
New +$279K 0.13% 87

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

Colton Groome Financial Advisors's ORCL Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Oracle (ORCL) stake by 0.03% in Q2 2026, selling an estimated $181 and leaving 3,194 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #105.

Colton Groome Financial Advisors first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.04M in Q3 2025. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Colton Groome Financial Advisors held 3,194 shares of Oracle worth $468K as of Q2 2026.
  • Colton Groome Financial Advisors sold 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.11% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Colton Groome Financial Advisors first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • Colton Groome Financial Advisors's Oracle position peaked at $1.04M in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.