Crown Wealth Group’s Oracle ORCL Stock Holding History

Crown Wealth Group’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	$472K	Buy	3,219 +229	+8%	+$41.5K	0.12%	82
2026 Q1	$440K	Buy	2,990 +701	+31%	+$114K	0.13%	78
2025 Q4	$446K	Sell	2,289 -199	-8%	-$47.4K	0.12%	72
2025 Q3	$700K	Buy	2,488 +799	+47%	+$203K	0.21%	55
2025 Q2	$369K	Sell	1,689 -165	-9%	-$26.6K	0.14%	71
2025 Q1	$259K	Buy	1,854 +471	+34%	+$76.7K	0.13%	80
2024 Q4	$230K	Buy	1,383 +107	+8%	+$19K	0.09%	99
2024 Q3	$217K	Buy	+1,276	New	+$185K	0.09%	108

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Crown Wealth Group's ORCL Position: Q2 2026 in Review

Crown Wealth Group increased its Oracle (ORCL) stake by 7.7% in Q2 2026, buying an estimated $41.5K and bringing the position to 3,219 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #82.

Crown Wealth Group first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $700K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Crown Wealth Group held 3,219 shares of Oracle worth $472K as of Q2 2026.
Crown Wealth Group bought 229 Oracle shares in Q2 2026, an estimated $41.5K.
Oracle made up 0.12% of Crown Wealth Group's portfolio in Q2 2026, its #82 holding.
Crown Wealth Group first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Crown Wealth Group's Oracle position peaked at $700K in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.