Grey Fox Wealth Advisors’s Oracle ORCL Stock Holding History

Grey Fox 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	$431K	Buy	2,940 +1,116	+61%	+$202K	0.07%	111
2026 Q1	$268K	Buy	1,824 +545	+43%	+$88.6K	0.05%	120
2025 Q4	$249K	Buy	1,279 +4	+0.3%	+$952	0.05%	118
2025 Q3	$359K	Hold	1,275	–	–	0.07%	103
2025 Q2	$279K	Buy	+1,275	New	+$206K	0.07%	110
2023 Q2	–	Sell	-1,337	Closed	-$124K	–	388
2023 Q1	$124K	Buy	1,337 +373	+39%	+$32.7K	0.07%	121
2022 Q4	$78.8K	Buy	+964	New	+$73.3K	0.05%	142

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

Grey Fox Wealth Advisors's ORCL Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Oracle (ORCL) stake by 61% in Q2 2026, buying an estimated $202K and bringing the position to 2,940 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #111.

Grey Fox Wealth Advisors first reported a position in ORCL in Q4 2022 and has held it in 7 quarters since. 1,671 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Grey Fox Wealth Advisors held 2,940 shares of Oracle worth $431K as of Q2 2026.
Grey Fox Wealth Advisors bought 1,116 Oracle shares in Q2 2026, an estimated $202K.
Oracle made up 0.07% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Grey Fox Wealth Advisors first reported a position in Oracle in Q4 2022 and has held it in 7 quarters since.
1,671 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.