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Everpar Advisors’s Oracle ORCL Stock Holding History

Everpar 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 		$1.92M Buy
13,088
+132
+1% +$23.9K 0.55% 37
2026
Q1 		$1.91M Buy
12,956
+965
+8% +$157K 0.66% 32
2025
Q4 		$2.34M Buy
11,991
+52
+0.4% +$12.4K 0.87% 25
2025
Q3 		$3.36M Buy
11,939
+145
+1% +$36.9K 1.33% 16
2025
Q2 		$2.58M Buy
11,794
+186
+2% +$30K 1.17% 15
2025
Q1 		$1.62M Sell
11,608
-106
-0.9% -$17.3K 0.86% 25
2024
Q4 		$1.95M Buy
11,714
+11
+0.1% +$1.95K 0.98% 18
2024
Q3 		$1.99M Sell
11,703
-696
-6% -$101K 1.03% 17
2024
Q2 		$1.75M Buy
12,399
+2,106
+20% +$262K 0.88% 21
2024
Q1 		$1.29M Buy
10,293
+824
+9% +$94.3K 0.79% 24
2023
Q4 		$998K Buy
+9,469
New +$1.03M 0.46% 53

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Everpar Advisors's ORCL Position: Q2 2026 in Review

Everpar Advisors increased its Oracle (ORCL) stake by 1% in Q2 2026, buying an estimated $23.9K and bringing the position to 13,088 shares worth $1.92M. The position accounts for 0.55% of the portfolio, ranked #37.

Everpar Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Everpar Advisors held 13,088 shares of Oracle worth $1.92M as of Q2 2026.
  • Everpar Advisors bought 132 Oracle shares in Q2 2026, an estimated $23.9K.
  • Oracle made up 0.55% of Everpar Advisors's portfolio in Q2 2026, its #37 holding.
  • Everpar Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Oracle position peaked at $3.36M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.