Evermay Wealth Management’s Oracle ORCL Stock Holding History
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
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. 3,529 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.
- 3,529 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.