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Crusonia Wealth Advisors’s Oracle ORCL Stock Holding History

Crusonia Wealth 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 		$293K Buy
+1,997
New +$362K 0.05% 196
2026
Q1 		– Sell
-1,087
Closed -$212K – 196
2025
Q4 		$212K Buy
+1,087
New +$259K 0.05% 172

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

Crusonia Wealth Advisors's ORCL Position: Q2 2026 in Review

Crusonia Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,997 shares worth $293K. The stake represents 0.05% of the portfolio and ranks #196 among its holdings. This is a return to the name: Crusonia Wealth Advisors previously reported a position in ORCL as recently as Q4 2025.

Crusonia Wealth Advisors first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 1,667 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Crusonia Wealth Advisors held 1,997 shares of Oracle worth $293K as of Q2 2026.
  • Oracle was a new Crusonia Wealth Advisors position in Q2 2026.
  • Oracle made up 0.05% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Crusonia Wealth Advisors first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.