Gradient Investments’s Oracle ORCL Stock Holding History

Gradient Investments’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	$1.46M	Buy	9,931 +156	+2%	+$28.3K	0.02%	295
2026 Q1	$1.44M	Sell	9,775 -167	-2%	-$27.1K	0.02%	281
2025 Q4	$1.94M	Sell	9,942 -60,180	-86%	-$14.3M	0.03%	206
2025 Q3	$19.7M	Sell	70,122 -6,613	-9%	-$1.68M	0.33%	92
2025 Q2	$16.8M	Sell	76,735 -67	-0.1%	-$10.8K	0.31%	104
2025 Q1	$10.7M	Buy	76,802 +2,572	+3%	+$419K	0.22%	134
2024 Q4	$12.4M	Sell	74,230 -16,204	-18%	-$2.88M	0.25%	123
2024 Q3	$15.4M	Sell	90,434 -40,414	-31%	-$5.85M	0.32%	90
2024 Q2	$18.5M	Sell	130,848 -5,969	-4%	-$741K	0.41%	76
2024 Q1	$17.2M	Buy	136,817 +133,376	+3,876%	+$15.3M	0.4%	77
2023 Q4	$363K	Sell	3,441 -236	-6%	-$25.8K	0.01%	286
2023 Q3	$389K	Sell	3,677 -143,644	-98%	-$16.6M	0.01%	255
2023 Q2	$17.5M	Sell	147,321 -49,823	-25%	-$5.15M	0.45%	59
2023 Q1	$18.3M	Buy	197,144 +7,081	+4%	+$621K	0.5%	53
2022 Q4	$15.5M	Buy	190,063 +187,912	+8,736%	+$14.3M	0.49%	52
2022 Q3	$131K	Buy	2,151 +76	+4%	+$5.56K	﹤0.01%	324
2022 Q2	$145K	Sell	2,075 -107	-5%	-$7.83K	﹤0.01%	325
2022 Q1	$180K	Buy	2,182 +384	+21%	+$31.1K	﹤0.01%	300
2021 Q4	$157K	Buy	1,798 +49	+3%	+$4.6K	﹤0.01%	303
2021 Q3	$152K	Hold	1,749	–	–	﹤0.01%	312
2021 Q2	$136K	Buy	1,749 +53	+3%	+$4.15K	﹤0.01%	328
2021 Q1	$119K	Sell	1,696 -9	-0.5%	-$583	﹤0.01%	339
2020 Q4	$102K	Hold	1,705	–	–	﹤0.01%	315
2020 Q3	$102K	Sell	1,705 -166,205	-99%	-$9.44M	﹤0.01%	315
2020 Q2	$9.28M	Sell	167,910 -22,949	-12%	-$1.22M	0.42%	70
2020 Q1	$9.22M	Buy	190,859 +185,068	+3,196%	+$9.55M	0.5%	52
2019 Q4	$307K	Buy	5,791 +4,116	+246%	+$227K	0.01%	233
2019 Q3	$92K	Buy	1,675 +81	+5%	+$4.47K	﹤0.01%	310
2019 Q2	$91K	Hold	1,594	–	–	﹤0.01%	316
2019 Q1	$86K	Sell	1,594 -647	-29%	-$33K	0.01%	289
2018 Q4	$101K	Buy	2,241 +449	+25%	+$21.5K	0.01%	268
2018 Q3	$92K	Sell	1,792 -226	-11%	-$11K	﹤0.01%	288
2018 Q2	$89K	Buy	2,018 +171	+9%	+$7.88K	﹤0.01%	274
2018 Q1	$85K	Buy	1,847 +155	+9%	+$7.71K	﹤0.01%	285
2017 Q4	$80K	Buy	+1,692	New	+$83K	﹤0.01%	300
2017 Q3	–	Sell	-1,998	Closed	-$100K	–	557
2017 Q2	$100K	Sell	1,998 -550	-22%	-$25.1K	0.01%	255
2017 Q1	$114K	Buy	2,548 +1,132	+80%	+$47.1K	0.01%	250
2016 Q4	$54K	Hold	1,416	–	–	﹤0.01%	259
2016 Q3	$56K	Buy	1,416 +650	+85%	+$26.5K	0.01%	257
2016 Q2	$31K	Sell	766 -333	-30%	-$13.3K	﹤0.01%	305
2016 Q1	$45K	Hold	1,099	–	–	0.01%	259
2015 Q4	$40K	Sell	1,099 -3	-0.3%	-$115	0.01%	271
2015 Q3	$40K	Sell	1,102 -1,032	-48%	-$39.7K	0.01%	247
2015 Q2	$86K	Sell	2,134 -539	-20%	-$23.4K	0.01%	208
2015 Q1	$115K	Buy	2,673 +1,282	+92%	+$55.6K	0.02%	189
2014 Q4	$63K	Buy	1,391 +356	+34%	+$14.5K	0.01%	214
2014 Q3	$40K	Hold	1,035	–	–	0.01%	231
2014 Q2	$42K	Hold	1,035	–	–	0.01%	230
2014 Q1	$42K	Sell	1,035 -485	-32%	-$18.5K	0.01%	213
2013 Q4	$58K	Buy	1,520 +500	+49%	+$17.2K	0.02%	215
2013 Q3	$34K	Hold	1,020	–	–	0.01%	197
2013 Q2	$31K	Buy	+1,020	New	+$33.8K	0.01%	203

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Gradient Investments's ORCL Position: Q2 2026 in Review

Gradient Investments increased its Oracle (ORCL) stake by 1.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 9,931 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #295.

Gradient Investments first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Gradient Investments held 9,931 shares of Oracle worth $1.46M as of Q2 2026.
Gradient Investments bought 156 Oracle shares in Q2 2026, an estimated $28.3K.
Oracle made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #295 holding.
Gradient Investments first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Gradient Investments's Oracle position peaked at $19.7M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.