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GeoWealth Management’s Oracle ORCL Stock Holding History

GeoWealth 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 		$1.87M Buy
12,758
+346
+3% +$62.7K 0.06% 187
2026
Q1 		$1.83M Buy
12,412
+1,394
+13% +$227K 0.07% 171
2025
Q4 		$2.15M Sell
11,018
-14,056
-56% -$3.35M 0.08% 152
2025
Q3 		$7.05M Buy
25,074
+3,558
+17% +$906K 0.26% 52
2025
Q2 		$4.7M Buy
21,516
+10,614
+97% +$1.71M 0.18% 67
2025
Q1 		$1.52M Sell
10,902
-6,428
-37% -$1.05M 0.06% 193
2024
Q4 		$2.89M Buy
17,330
+274
+2% +$48.7K 0.09% 144
2024
Q3 		$2.91M Buy
17,056
+2,269
+15% +$329K 0.1% 150
2024
Q2 		$2.09M Buy
14,787
+1,441
+11% +$179K 0.09% 155
2024
Q1 		$1.68M Buy
13,346
+4,166
+45% +$477K 0.06% 202
2023
Q4 		$968K Buy
9,180
+7,787
+559% +$850K 0.08% 214
2023
Q3 		$148K Buy
1,393
+853
+158% +$98.7K 0.02% 309
2023
Q2 		$64K Buy
540
+433
+405% +$44.8K 0.01% 320
2023
Q1 		$11K Buy
+107
New +$9.38K ﹤0.01% 342

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

GeoWealth Management's ORCL Position: Q2 2026 in Review

GeoWealth Management increased its Oracle (ORCL) stake by 2.8% in Q2 2026, buying an estimated $62.7K and bringing the position to 12,758 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #187.

GeoWealth Management first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.05M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • GeoWealth Management held 12,758 shares of Oracle worth $1.87M as of Q2 2026.
  • GeoWealth Management bought 346 Oracle shares in Q2 2026, an estimated $62.7K.
  • Oracle made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #187 holding.
  • GeoWealth Management first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's Oracle position peaked at $7.05M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.