Gradient Capital Advisors
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
Q3 		$289K Buy
2,106
+14
+0.7% +$1.98K 0.07% 147
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gradient Capital Advisors's ORCL Position: Q3 2026 in Review

Gradient Capital Advisors increased its Oracle (ORCL) stake by 0.67% in Q3 2026, buying an estimated $1.98K and bringing the position to 2,106 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #147.

Gradient Capital Advisors first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $387K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Gradient Capital Advisors held 2,106 shares of Oracle worth $289K as of Q3 2026.
  • Gradient Capital Advisors bought 14 Oracle shares in Q3 2026, an estimated $1.98K.
  • Oracle made up 0.07% of Gradient Capital Advisors's portfolio in Q3 2026, its #147 holding.
  • Gradient Capital Advisors first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Gradient Capital Advisors's Oracle position peaked at $387K in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.