Crewe Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.16M | Sell |
7,936
-10,308
| -57% | -$1.87M | 0.08% | 83 |
|
|
2026
Q1 | $2.68M | Buy |
18,244
+11,822
| +184% | +$1.92M | 0.23% | 51 |
|
|
2025
Q4 | $1.25M | Buy |
6,422
+284
| +5% | +$67.6K | 0.11% | 72 |
|
|
2025
Q3 | $1.73M | Buy |
+6,138
| New | +$1.56M | 0.16% | 63 |
|
|
2024
Q3 | – | Sell |
-6,547
| Closed | -$924K | – | 916 |
|
|
2024
Q2 | $924K | Sell |
6,547
-123
| -2% | -$15.3K | 0.1% | 72 |
|
|
2024
Q1 | $838K | Buy |
+6,670
| New | +$763K | 0.1% | 75 |
|
|
2023
Q3 | – | Sell |
-6,642
| Closed | -$791K | – | 825 |
|
|
2023
Q2 | $791K | Sell |
6,642
-319
| -5% | -$33K | 0.11% | 58 |
|
|
2023
Q1 | $647K | Sell |
6,961
-1,036
| -13% | -$90.8K | 0.09% | 72 |
|
|
2022
Q4 | $654K | Sell |
7,997
-840
| -10% | -$63.8K | 0.1% | 69 |
|
|
2022
Q3 | $540K | Buy |
8,837
+5,053
| +134% | +$370K | 0.1% | 68 |
|
|
2022
Q2 | $264K | Buy |
3,784
+595
| +19% | +$43.6K | 0.06% | 102 |
|
|
2022
Q1 | $264K | Buy |
3,189
+150
| +5% | +$12.1K | 0.05% | 90 |
|
|
2021
Q4 | $265K | Buy |
3,039
+1,050
| +53% | +$98.6K | 0.05% | 70 |
|
|
2021
Q3 | $173K | Hold |
1,989
| – | – | 0.04% | 78 |
|
|
2021
Q2 | $155K | Hold |
1,989
| – | – | 0.04% | 86 |
|
|
2021
Q1 | $140K | Hold |
1,989
| – | – | 0.03% | 81 |
|
|
2020
Q4 | $129K | Sell |
1,989
-142
| -7% | -$8.45K | 0.05% | 81 |
|
|
2020
Q3 | $127K | Buy |
2,131
+142
| +7% | +$8.07K | 0.06% | 71 |
|
|
2020
Q2 | $110K | Hold |
1,989
| – | – | 0.05% | 72 |
|
|
2020
Q1 | $96K | Sell |
1,989
-63
| -3% | -$3.25K | 0.06% | 63 |
|
|
2019
Q4 | $109K | Buy |
2,052
+61
| +3% | +$3.36K | 0.05% | 77 |
|
|
2019
Q3 | $110K | Hold |
1,991
| – | – | 0.05% | 78 |
|
|
2019
Q2 | $113K | Hold |
1,991
| – | – | 0.04% | 108 |
|
|
2019
Q1 | $107K | Hold |
1,991
| – | – | 0.03% | 88 |
|
|
2018
Q4 | $90K | Hold |
1,991
| – | – | 0.03% | 84 |
|
|
2018
Q3 | $103K | Hold |
1,991
| – | – | 0.09% | 83 |
|
|
2018
Q2 | $88K | Hold |
1,991
| – | – | 0.08% | 83 |
|
|
2018
Q1 | $91K | Hold |
1,991
| – | – | 0.09% | 78 |
|
|
2017
Q4 | $94K | Buy |
+1,991
| New | +$97.7K | 0.09% | 80 |
|
Other funds holding ORCL
Crewe Advisors's ORCL Position: Q2 2026 in Review
Crewe Advisors reduced its Oracle (ORCL) stake by 57% in Q2 2026, selling an estimated $1.87M and leaving 7,936 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #83.
Crewe Advisors first reported a position in ORCL in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.68M in Q1 2026. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Crewe Advisors held 7,936 shares of Oracle worth $1.16M as of Q2 2026.
- Crewe Advisors sold 10,308 Oracle shares in Q2 2026, an estimated $1.87M.
- Oracle made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #83 holding.
- Crewe Advisors first reported a position in Oracle in Q4 2017 and has held it in 29 quarters since.
- Crewe Advisors's Oracle position peaked at $2.68M in Q1 2026.
- 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.