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Horst & Graben Wealth Management’s Oracle ORCL Stock Holding History

Horst & Graben Wealth Management’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 		$1.04M Buy
7,333
+9
+0.1% +$1.63K 0.14% 86
2026
Q1 		$1.27M Buy
7,324
+298
+4% +$48.4K 0.17% 74
2025
Q4 		$1.37M Sell
7,026
-3
-0% -$714 0.21% 63
2025
Q3 		$1.98M Sell
7,029
-2,205
-24% -$562K 0.3% 51
2025
Q2 		$2.02M Sell
9,234
-73
-0.8% -$11.8K 0.33% 47
2025
Q1 		$1.3M Buy
9,307
+3
+0% +$488 0.23% 59
2024
Q4 		$1.55M Buy
9,304
+96
+1% +$17.1K 0.28% 52
2024
Q3 		$1.57M Buy
9,208
+1
+0% +$145 0.28% 47
2024
Q2 		$1.3M Buy
9,207
+50
+0.5% +$6.21K 0.25% 50
2024
Q1 		$1.15M Buy
9,157
+31
+0.3% +$3.55K 0.23% 51
2023
Q4 		$962K Buy
9,126
+36
+0.4% +$3.93K 0.21% 54
2023
Q3 		$963K Buy
9,090
+32
+0.4% +$3.7K 0.24% 43
2023
Q2 		$1.08M Buy
9,058
+37
+0.4% +$3.83K 0.26% 41
2023
Q1 		$838K Buy
9,021
+33
+0.4% +$2.89K 0.21% 53
2022
Q4 		$735K Buy
8,988
+39
+0.4% +$2.96K 0.19% 59
2022
Q3 		$547K Buy
8,949
+38
+0.4% +$2.78K 0.16% 69
2022
Q2 		$623K Buy
8,911
+35
+0.4% +$2.56K 0.17% 65
2022
Q1 		$734K Buy
8,876
+33
+0.4% +$2.67K 0.18% 64
2021
Q4 		$771K Sell
8,843
-71
-0.8% -$6.67K 0.19% 58
2021
Q3 		$777K Buy
8,914
+1
+0% +$88 0.21% 56
2021
Q2 		$694K Hold
8,913
– – 0.19% 57
2021
Q1 		$625K Buy
8,913
+1
+0% +$65 0.2% 66
2020
Q4 		$577K Buy
8,912
+1
+0% +$60 0.2% 60
2020
Q3 		$532K Hold
8,911
– – 0.21% 56
2020
Q2 		$492K Buy
8,911
+1
+0% +$53 0.22% 57
2020
Q1 		$431K Buy
+8,910
New +$460K 0.23% 47

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

Horst & Graben Wealth Management's ORCL Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Oracle (ORCL) stake by 0.12% in Q2 2026, buying an estimated $1.63K and bringing the position to 7,333 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #86.

Horst & Graben Wealth Management first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.02M in Q2 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Horst & Graben Wealth Management held 7,333 shares of Oracle worth $1.04M as of Q2 2026.
  • Horst & Graben Wealth Management bought 9 Oracle shares in Q2 2026, an estimated $1.63K.
  • Oracle made up 0.14% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Horst & Graben Wealth Management first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's Oracle position peaked at $2.02M in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.