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Graves Light Lenhart Wealth’s Oracle ORCL Stock Holding History

Graves Light Lenhart Wealth’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 		$981K Buy
6,695
+65
+1% +$11.8K 0.09% 87
2026
Q1 		$975K Sell
6,630
-102
-2% -$16.6K 0.1% 84
2025
Q4 		$1.31M Sell
6,732
-76
-1% -$18.1K 0.14% 73
2025
Q3 		$1.91M Sell
6,808
-266
-4% -$67.7K 0.21% 63
2025
Q2 		$1.55M Sell
7,074
-21
-0.3% -$3.39K 0.18% 67
2025
Q1 		$992K Buy
7,095
+85
+1% +$13.8K 0.12% 80
2024
Q4 		$1.17M Sell
7,010
-86
-1% -$15.3K 0.15% 74
2024
Q3 		$1.21M Sell
7,096
-240
-3% -$34.8K 0.15% 75
2024
Q2 		$1.05M Sell
7,336
-57
-0.8% -$7.08K 0.12% 80
2024
Q1 		$929K Sell
7,393
-365
-5% -$41.8K 0.11% 84
2023
Q4 		$818K Sell
7,758
-890
-10% -$97.1K 0.1% 90
2023
Q3 		$951K Sell
8,648
-425
-5% -$49.2K 0.13% 80
2023
Q2 		$1.08M Buy
9,073
+124
+1% +$12.8K 0.15% 84
2023
Q1 		$832K Hold
8,949
– – 0.13% 80
2022
Q4 		$731K Sell
8,949
-366
-4% -$27.8K 0.11% 94
2022
Q3 		$569K Sell
9,315
-65
-0.7% -$4.76K 0.09% 102
2022
Q2 		$655K Sell
9,380
-178
-2% -$13K 0.1% 100
2022
Q1 		$791K Buy
9,558
+463
+5% +$37.5K 0.11% 92
2021
Q4 		$793K Hold
9,095
– – 0.11% 91
2021
Q3 		$792K Sell
9,095
-111
-1% -$9.8K 0.13% 83
2021
Q2 		$717K Sell
9,206
-118
-1% -$9.24K 0.12% 83
2021
Q1 		$654K Sell
9,324
-42
-0.4% -$2.72K 0.11% 85
2020
Q4 		$606K Sell
9,366
-388
-4% -$23.1K 0.11% 87
2020
Q3 		$582K Sell
9,754
-92
-0.9% -$5.23K 0.13% 82
2020
Q2 		$544K Sell
9,846
-88
-0.9% -$4.66K 0.13% 84
2020
Q1 		$480K Sell
9,934
-105
-1% -$5.42K 0.13% 84
2019
Q4 		$532K Sell
10,039
-196
-2% -$10.8K 0.11% 96
2019
Q3 		$558K Buy
10,235
+373
+4% +$20.6K 0.12% 97
2019
Q2 		$562K Sell
9,862
-164
-2% -$8.87K 0.13% 89
2019
Q1 		$538K Buy
10,026
+2,955
+42% +$151K 0.14% 85
2018
Q4 		$319K Buy
+7,071
New +$339K 0.09% 100

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

Graves Light Lenhart Wealth's ORCL Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Oracle (ORCL) stake by 0.98% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,695 shares worth $981K. The position accounts for 0.09% of the portfolio, ranked #87.

Graves Light Lenhart Wealth first reported a position in ORCL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.91M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Graves Light Lenhart Wealth held 6,695 shares of Oracle worth $981K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 65 Oracle shares in Q2 2026, an estimated $11.8K.
  • Oracle made up 0.09% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #87 holding.
  • Graves Light Lenhart Wealth first reported a position in Oracle in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Oracle position peaked at $1.91M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.