Crux Wealth Advisors’s Oracle ORCL Stock Holding History

Crux 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	$695K	Sell	4,741 -21	-0.4%	-$3.81K	0.24%	100
2026 Q1	$701K	Sell	4,762 -382	-7%	-$62.1K	0.27%	94
2025 Q4	$1M	Buy	5,144 +182	+4%	+$43.3K	0.37%	78
2025 Q3	$1.4M	Sell	4,962 -5,606	-53%	-$1.43M	0.55%	56
2025 Q2	$2.31M	Buy	10,568 +2,069	+24%	+$334K	0.98%	29
2025 Q1	$1.19M	Buy	8,499 +2,256	+36%	+$367K	0.62%	52
2024 Q4	$1.04M	Buy	+6,243	New	+$1.11M	0.58%	56

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Crux Wealth Advisors reduced its Oracle (ORCL) stake by 0.44% in Q2 2026, selling an estimated $3.81K and leaving 4,741 shares worth $695K. The position accounts for 0.24% of the portfolio, ranked #100.

Crux Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q2 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Crux Wealth Advisors held 4,741 shares of Oracle worth $695K as of Q2 2026.
Crux Wealth Advisors sold 21 Oracle shares in Q2 2026, an estimated $3.81K.
Oracle made up 0.24% of Crux Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Crux Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Oracle position peaked at $2.31M in Q2 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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