GCA
ORCL icon

Gradient Capital Advisors’s Oracle ORCL Stock Holding History

Gradient Capital 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 		$307K Buy
2,092
+3
+0.1% +$544 0.07% 141
2026
Q1 		$307K Buy
2,089
+105
+5% +$17.1K 0.08% 134
2025
Q4 		$387K Buy
1,984
+954
+93% +$227K 0.1% 120
2025
Q3 		$290K Buy
1,030
+22
+2% +$5.6K 0.08% 136
2025
Q2 		$220K Buy
+1,008
New +$163K 0.07% 152

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

Gradient Capital Advisors's ORCL Position: Q2 2026 in Review

Gradient Capital Advisors increased its Oracle (ORCL) stake by 0.14% in Q2 2026, buying an estimated $544 and bringing the position to 2,092 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #141.

Gradient Capital Advisors first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $387K in Q4 2025. 723 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Gradient Capital Advisors held 2,092 shares of Oracle worth $307K as of Q2 2026.
  • Gradient Capital Advisors bought 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #141 holding.
  • Gradient Capital Advisors first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Gradient Capital Advisors's Oracle position peaked at $387K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.