Gratus Wealth Advisors’s Oracle ORCL Stock Holding History

Gratus 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	$1.58M	Buy	10,815 +249	+2%	+$45.1K	0.2%	39
2026 Q1	$1.55M	Buy	10,566 +2,354	+29%	+$383K	0.22%	37
2025 Q4	$1.6M	Buy	8,212 +583	+8%	+$139K	0.22%	36
2025 Q3	$2.15M	Buy	7,629 +227	+3%	+$57.8K	0.3%	30
2025 Q2	$1.62M	Sell	7,402 -46	-0.6%	-$7.43K	0.25%	35
2025 Q1	$1.04M	Buy	+7,448	New	+$1.21M	0.17%	52

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Gratus Wealth Advisors increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $45.1K and bringing the position to 10,815 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #39.

Gratus Wealth Advisors first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.15M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Gratus Wealth Advisors held 10,815 shares of Oracle worth $1.58M as of Q2 2026.
Gratus Wealth Advisors bought 249 Oracle shares in Q2 2026, an estimated $45.1K.
Oracle made up 0.2% of Gratus Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Gratus Wealth Advisors first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Gratus Wealth Advisors's Oracle position peaked at $2.15M in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.