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FSM Wealth Advisors’s Oracle ORCL Stock Holding History

FSM 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 		$1.08M Sell
7,397
-169
-2% -$30.6K 0.12% 105
2026
Q1 		$1.11M Buy
7,566
+420
+6% +$68.3K 0.14% 87
2025
Q4 		$1.39M Sell
7,146
-5,160
-42% -$1.23M 0.19% 69
2025
Q3 		$3.46M Buy
12,306
+1,060
+9% +$270K 0.49% 40
2025
Q2 		$2.61M Buy
11,246
+3,033
+37% +$490K 0.42% 45
2025
Q1 		$1.15M Buy
8,213
+421
+5% +$68.5K 0.26% 56
2024
Q4 		$1.24M Buy
7,792
+107
+1% +$19K 0.3% 49
2024
Q3 		$1.31M Buy
7,685
+316
+4% +$45.8K 0.35% 47
2024
Q2 		$1.04M Buy
7,369
+45
+0.6% +$5.59K 0.35% 49
2024
Q1 		$920K Buy
7,324
+72
+1% +$8.24K 0.33% 54
2023
Q4 		$765K Sell
7,252
-85
-1% -$9.28K 0.33% 59
2023
Q3 		$777K Sell
7,337
-257
-3% -$29.7K 0.39% 49
2023
Q2 		$872K Buy
7,594
+20
+0.3% +$2.07K 0.44% 46
2023
Q1 		$704K Sell
7,574
-193
-2% -$16.9K 0.41% 57
2022
Q4 		$635K Buy
7,767
+680
+10% +$51.7K 0.45% 57
2022
Q3 		$433K Buy
7,087
+68
+1% +$4.98K 0.36% 72
2022
Q2 		$537K Buy
+7,019
New +$514K 0.53% 53

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

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

FSM Wealth Advisors reduced its Oracle (ORCL) stake by 2.2% in Q2 2026, selling an estimated $30.6K and leaving 7,397 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #105.

FSM Wealth Advisors first reported a position in ORCL in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.46M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • FSM Wealth Advisors held 7,397 shares of Oracle worth $1.08M as of Q2 2026.
  • FSM Wealth Advisors sold 169 Oracle shares in Q2 2026, an estimated $30.6K.
  • Oracle made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • FSM Wealth Advisors first reported a position in Oracle in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Oracle position peaked at $3.46M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.