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Etesian Wealth Advisors’s Oracle ORCL Stock Holding History

Etesian 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 		$1.12M Sell
7,633
-249
-3% -$45.1K 0.33% 63
2026
Q1 		$1.16M Sell
7,882
-473
-6% -$76.9K 0.37% 63
2025
Q4 		$1.63M Sell
8,355
-581
-7% -$138K 0.51% 50
2025
Q3 		$2.51M Sell
8,936
-357
-4% -$90.9K 0.83% 31
2025
Q2 		$2.03M Sell
9,293
-120
-1% -$19.4K 0.76% 35
2025
Q1 		$1.32M Sell
9,413
-57
-0.6% -$9.28K 0.57% 54
2024
Q4 		$1.58M Sell
9,470
-408
-4% -$72.5K 0.7% 38
2024
Q3 		$1.68M Buy
9,878
+11
+0.1% +$1.59K 0.76% 36
2024
Q2 		$1.39M Buy
9,867
+52
+0.5% +$6.46K 0.78% 37
2024
Q1 		$1.23M Sell
9,815
-186
-2% -$21.3K 0.71% 53
2023
Q4 		$1.06M Buy
10,001
+251
+3% +$27.4K 0.64% 54
2023
Q3 		$1.03M Sell
9,750
-457
-4% -$52.9K 0.7% 49
2023
Q2 		$1.22M Buy
10,207
+95
+0.9% +$9.82K 0.79% 45
2023
Q1 		$940K Sell
10,112
-410
-4% -$36K 0.63% 54
2022
Q4 		$860K Buy
+10,522
New +$800K 0.63% 56

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

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

Etesian Wealth Advisors reduced its Oracle (ORCL) stake by 3.2% in Q2 2026, selling an estimated $45.1K and leaving 7,633 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #63.

Etesian Wealth Advisors first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.51M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Etesian Wealth Advisors held 7,633 shares of Oracle worth $1.12M as of Q2 2026.
  • Etesian Wealth Advisors sold 249 Oracle shares in Q2 2026, an estimated $45.1K.
  • Oracle made up 0.33% of Etesian Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Etesian Wealth Advisors first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Oracle position peaked at $2.51M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.