HNWA
ORCL icon

Henrickson Nauta Wealth Advisors’s Oracle ORCL Stock Holding History

Henrickson Nauta 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 		$496K Buy
3,386
+1,118
+49% +$203K 0.12% 57
2026
Q1 		$334K Sell
2,268
-1,934
-46% -$314K 0.09% 69
2025
Q4 		$814K Buy
4,202
+988
+31% +$235K 0.12% 52
2025
Q3 		$904K Buy
3,214
+98
+3% +$25K 0.29% 33
2025
Q2 		$681K Buy
3,116
+37
+1% +$5.97K 0.24% 40
2025
Q1 		$411K Sell
3,079
-7
-0.2% -$1.14K 0.17% 46
2024
Q4 		$514K Buy
3,086
+13
+0.4% +$2.31K 0.21% 44
2024
Q3 		$524K Buy
3,073
+17
+0.6% +$2.46K 0.21% 44
2024
Q2 		$431K Sell
3,056
-27
-0.9% -$3.35K 0.18% 48
2024
Q1 		$375K Sell
3,083
-76
-2% -$8.7K 0.17% 48
2023
Q4 		$333K Buy
3,159
+258
+9% +$28.2K 0.16% 54
2023
Q3 		$307K Buy
2,901
+160
+6% +$18.5K 0.19% 44
2023
Q2 		$326K Buy
2,741
+172
+7% +$17.8K 0.22% 41
2023
Q1 		$239K Hold
2,569
– – 0.17% 48
2022
Q4 		$210K Buy
+2,569
New +$195K 0.17% 51
2022
Q2 		– Sell
-2,569
Closed -$213K – 50
2022
Q1 		$213K Hold
2,569
– – 0.18% 43
2021
Q4 		$212K Buy
+2,569
New +$241K 0.17% 42

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Henrickson Nauta Wealth Advisors's ORCL Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Oracle (ORCL) stake by 49% in Q2 2026, buying an estimated $203K and bringing the position to 3,386 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #57.

Henrickson Nauta Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $904K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 3,386 shares of Oracle worth $496K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 1,118 Oracle shares in Q2 2026, an estimated $203K.
  • Oracle made up 0.12% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
  • Henrickson Nauta Wealth Advisors's Oracle position peaked at $904K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.