Evermay Wealth Management’s Oracle ORCL Stock Holding History

Evermay Wealth Management’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	$530K	Sell	3,618 -1,391	-28%	-$252K	0.05%	123
2026 Q1	$737K	Sell	5,009 -317	-6%	-$51.5K	0.08%	104
2025 Q4	$1.04M	Sell	5,326 -153	-3%	-$36.4K	0.12%	81
2025 Q3	$1.54M	Hold	5,479	–	–	0.18%	55
2025 Q2	$1.2M	Hold	5,479	–	–	0.15%	70
2025 Q1	$766K	Buy	5,479 +200	+4%	+$32.6K	0.1%	94
2024 Q4	$880K	Buy	5,279 +7	+0.1%	+$1.24K	0.13%	86
2024 Q3	$898K	Buy	5,272 +693	+15%	+$100K	0.14%	86
2024 Q2	$647K	Hold	4,579	–	–	0.1%	111
2024 Q1	$575K	Buy	4,579 +532	+13%	+$60.9K	0.09%	118
2023 Q4	$427K	Sell	4,047 -49	-1%	-$5.35K	0.08%	116
2023 Q3	$434K	Sell	4,096 -108	-3%	-$12.5K	0.09%	109
2023 Q2	$501K	Sell	4,204 -265	-6%	-$27.4K	0.1%	103
2023 Q1	$415K	Buy	4,469 +193	+5%	+$16.9K	0.08%	110
2022 Q4	$350K	Sell	4,276 -1,640	-28%	-$125K	0.07%	121
2022 Q3	$361K	Buy	5,916 +94	+2%	+$6.88K	0.07%	117
2022 Q2	$407K	Sell	5,822 -78	-1%	-$5.71K	0.08%	107
2022 Q1	$488K	Buy	5,900 +315	+6%	+$25.5K	0.08%	114
2021 Q4	$487K	Buy	5,585 +1,673	+43%	+$157K	0.09%	100
2021 Q3	$341K	Sell	3,912 -553	-12%	-$48.8K	0.07%	119
2021 Q2	$348K	Sell	4,465 -10	-0.2%	-$783	0.06%	127
2021 Q1	$314K	Buy	4,475 +22	+0.5%	+$1.42K	0.06%	137
2020 Q4	$288K	Sell	4,453 -92	-2%	-$5.48K	0.06%	140
2020 Q3	$271K	Buy	4,545 +510	+13%	+$29K	0.07%	128
2020 Q2	$223K	Buy	+4,035	New	+$214K	0.06%	143
2020 Q1	–	Sell	-4,314	Closed	-$229K	–	152
2019 Q4	$229K	Sell	4,314 -20	-0.5%	-$1.1K	0.06%	143
2019 Q3	$239K	Buy	4,334 +150	+4%	+$8.29K	0.07%	133
2019 Q2	$238K	Sell	4,184 -226	-5%	-$12.2K	0.07%	132
2019 Q1	$237K	Buy	+4,410	New	+$225K	0.07%	131
2018 Q4	–	Sell	-4,509	Closed	-$232K	–	146
2018 Q3	$232K	Buy	+4,509	New	+$219K	0.07%	132

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

Evermay Wealth Management's ORCL Position: Q2 2026 in Review

Evermay Wealth Management reduced its Oracle (ORCL) stake by 28% in Q2 2026, selling an estimated $252K and leaving 3,618 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #123.

Evermay Wealth Management first reported a position in ORCL in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.54M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Evermay Wealth Management held 3,618 shares of Oracle worth $530K as of Q2 2026.
Evermay Wealth Management sold 1,391 Oracle shares in Q2 2026, an estimated $252K.
Oracle made up 0.05% of Evermay Wealth Management's portfolio in Q2 2026, its #123 holding.
Evermay Wealth Management first reported a position in Oracle in Q3 2018 and has held it in 30 quarters since.
Evermay Wealth Management's Oracle position peaked at $1.54M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.