Gratus Wealth Advisors
ORCL icon

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
Q3 		– Sell
-10,815
Closed -$1.58M – 141
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

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
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
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
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gratus Wealth Advisors's ORCL Position: Q3 2026 in Review

Gratus Wealth Advisors sold out of Oracle (ORCL) in Q3 2026, closing a stake of 10,815 shares — an estimated $1.58M sold.

Gratus Wealth Advisors first reported a position in ORCL in Q1 2025 and held it in 6 quarters. The position peaked at $2.15M in Q3 2025. 1,486 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Gratus Wealth Advisors reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Gratus Wealth Advisors sold 10,815 Oracle shares in Q3 2026, an estimated $1.58M.
  • Gratus Wealth Advisors first reported a position in Oracle in Q1 2025 and held it in 6 quarters.
  • Gratus Wealth Advisors's Oracle position peaked at $2.15M in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.