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Marshall & Sterling Wealth Advisors’s Oracle ORCL Stock Holding History

Marshall & Sterling 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 		$21.1K Buy
144
+1
+0.7% +$181 0.01% 208
2026
Q1 		$21.1K Hold
143
– – 0.01% 197
2025
Q4 		$27.8K Sell
143
-79
-36% -$18.8K 0.02% 177
2025
Q3 		$62.3K Hold
222
– – 0.04% 155
2025
Q2 		$48.4K Buy
222
+1
+0.5% +$161 0.03% 168
2025
Q1 		$30.9K Buy
221
+79
+56% +$12.9K 0.02% 213
2024
Q4 		$23.6K Buy
+142
New +$25.2K 0.02% 183

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ORCL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Oracle (ORCL) stake by 0.7% in Q2 2026, buying an estimated $181 and bringing the position to 144 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #208.

Marshall & Sterling Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.3K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 144 shares of Oracle worth $21.1K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Oracle position peaked at $62.3K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.