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Crumly & Associates’s Oracle ORCL Stock Holding History

Crumly & Associates’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 		$480K Buy
3,278
+211
+7% +$38.2K 0.09% 122
2026
Q1 		$451K Buy
3,067
+1,401
+84% +$228K 0.09% 126
2025
Q4 		$325K Buy
+1,666
New +$397K 0.07% 146

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

Crumly & Associates's ORCL Position: Q2 2026 in Review

Crumly & Associates increased its Oracle (ORCL) stake by 6.9% in Q2 2026, buying an estimated $38.2K and bringing the position to 3,278 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #122.

Crumly & Associates first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 1,623 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Crumly & Associates held 3,278 shares of Oracle worth $480K as of Q2 2026.
  • Crumly & Associates bought 211 Oracle shares in Q2 2026, an estimated $38.2K.
  • Oracle made up 0.09% of Crumly & Associates's portfolio in Q2 2026, its #122 holding.
  • Crumly & Associates first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.