Greenspring Advisors’s Oracle ORCL Stock Holding History

Greenspring 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	$1.11M	Sell	8,060 -563	-7%	-$79.4K	0.05%	154
2026 Q2	$1.26M	Buy	8,623 +1,324	+18%	+$240K	0.07%	123
2026 Q1	$1.07M	Sell	7,299 -140	-2%	-$22.8K	0.07%	122
2025 Q4	$1.45M	Buy	7,439 +3,992	+116%	+$950K	0.09%	102
2025 Q3	$969K	Buy	+3,447	New	+$878K	0.17%	43
2025 Q1	$314K	Sell	2,246 -1,261	-36%	-$205K	0.07%	71
2024 Q4	$584K	Hold	3,507	–	–	0.13%	46
2024 Q3	$598K	Buy	3,507 +1,261	+56%	+$183K	0.13%	46
2024 Q2	$317K	Hold	2,246	–	–	0.08%	54
2024 Q1	$282K	Hold	2,246	–	–	0.07%	57
2023 Q4	$237K	Hold	2,246	–	–	0.07%	60
2023 Q3	$238K	Hold	2,246	–	–	0.08%	53
2023 Q2	$267K	Sell	2,246 -1,618	-42%	-$167K	0.08%	47
2023 Q1	$359K	Hold	3,864	–	–	0.08%	90
2022 Q4	$316K	Hold	3,864	–	–	0.08%	85
2022 Q3	$236K	Sell	3,864 -126	-3%	-$9.22K	0.07%	93
2022 Q2	$279K	Sell	3,990 -500	-11%	-$36.6K	0.08%	86
2022 Q1	$371K	Sell	4,490 -200	-4%	-$16.2K	0.1%	68
2021 Q4	$409K	Buy	+4,690	New	+$440K	0.11%	67

Other funds holding ORCL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Greenspring Advisors's ORCL Position: Q3 2026 in Review

Greenspring Advisors reduced its Oracle (ORCL) stake by 6.5% in Q3 2026, selling an estimated $79.4K and leaving 8,060 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #154.

Greenspring Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2025. 1,951 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Greenspring Advisors held 8,060 shares of Oracle worth $1.11M as of Q3 2026.
Greenspring Advisors sold 563 Oracle shares in Q3 2026, an estimated $79.4K.
Oracle made up 0.05% of Greenspring Advisors's portfolio in Q3 2026, its #154 holding.
Greenspring Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Greenspring Advisors's Oracle position peaked at $1.45M in Q4 2025.
1,951 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.