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Crewe Advisors’s Oracle ORCL Stock Holding History

Crewe 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 		$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

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

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. 1,681 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.
  • 1,681 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.