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CrossGen Wealth’s Oracle ORCL Stock Holding History

CrossGen Wealth’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 		$430K Buy
2,936
+4
+0.1% +$725 0.33% 45
2026
Q1 		$431K Sell
2,932
-1,064
-27% -$173K 0.38% 43
2025
Q4 		$779K Buy
+3,996
New +$951K 0.69% 35

Other funds holding ORCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

CrossGen Wealth's ORCL Position: Q2 2026 in Review

CrossGen Wealth increased its Oracle (ORCL) stake by 0.14% in Q2 2026, buying an estimated $725 and bringing the position to 2,936 shares worth $430K. The position accounts for 0.33% of the portfolio, ranked #45.

CrossGen Wealth first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CrossGen Wealth held 2,936 shares of Oracle worth $430K as of Q2 2026.
  • CrossGen Wealth bought 4 Oracle shares in Q2 2026, an estimated $725.
  • Oracle made up 0.33% of CrossGen Wealth's portfolio in Q2 2026, its #45 holding.
  • CrossGen Wealth first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Oracle position peaked at $779K in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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