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FAS Wealth Partners’s Oracle ORCL Stock Holding History

FAS Wealth Partners’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 		$930K Sell
6,346
-183
-3% -$33.2K 0.05% 183
2026
Q1 		$961K Buy
6,529
+430
+7% +$69.9K 0.06% 172
2025
Q4 		$1.19M Buy
6,099
+75
+1% +$17.9K 0.08% 153
2025
Q3 		$1.69M Buy
6,024
+804
+15% +$205K 0.11% 134
2025
Q2 		$1.14M Buy
5,220
+1,656
+46% +$267K 0.08% 146
2025
Q1 		$498K Sell
3,564
-128
-3% -$20.8K 0.04% 207
2024
Q4 		$615K Sell
3,692
-247
-6% -$43.9K 0.05% 188
2024
Q3 		$671K Buy
3,939
+3
+0.1% +$435 0.05% 179
2024
Q2 		$556K Buy
3,936
+604
+18% +$75K 0.05% 195
2024
Q1 		$419K Buy
3,332
+5
+0.2% +$572 0.04% 224
2023
Q4 		$351K Buy
3,327
+340
+11% +$37.1K 0.03% 232
2023
Q3 		$316K Buy
2,987
+1,029
+53% +$119K 0.03% 229
2023
Q2 		$233K Buy
+1,958
New +$202K 0.03% 239

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

FAS Wealth Partners's ORCL Position: Q2 2026 in Review

FAS Wealth Partners reduced its Oracle (ORCL) stake by 2.8% in Q2 2026, selling an estimated $33.2K and leaving 6,346 shares worth $930K. The position accounts for 0.05% of the portfolio, ranked #183.

FAS Wealth Partners first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • FAS Wealth Partners held 6,346 shares of Oracle worth $930K as of Q2 2026.
  • FAS Wealth Partners sold 183 Oracle shares in Q2 2026, an estimated $33.2K.
  • Oracle made up 0.05% of FAS Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • FAS Wealth Partners first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • FAS Wealth Partners's Oracle position peaked at $1.69M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.