OWA
ORCL icon

Opal Wealth Advisors’s Oracle ORCL Stock Holding History

Opal 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 		$641K Buy
4,377
+1,117
+34% +$202K 0.14% 77
2026
Q1 		$480K Buy
3,260
+111
+4% +$18K 0.11% 98
2025
Q4 		$614K Buy
3,149
+8
+0.3% +$1.91K 0.16% 85
2025
Q3 		$883K Buy
3,141
+275
+10% +$70K 0.25% 52
2025
Q2 		$627K Sell
2,866
-607
-17% -$98K 0.17% 69
2025
Q1 		$486K Sell
3,473
-1,161
-25% -$189K 0.15% 80
2024
Q4 		$772K Buy
4,634
+207
+5% +$36.8K 0.23% 60
2024
Q3 		$754K Sell
4,427
-40
-0.9% -$5.79K 0.24% 55
2024
Q2 		$631K Buy
4,467
+45
+1% +$5.59K 0.2% 63
2024
Q1 		$555K Buy
4,422
+1,087
+33% +$124K 0.19% 74
2023
Q4 		$352K Buy
3,335
+699
+27% +$76.3K 0.14% 112
2023
Q3 		$279K Buy
2,636
+371
+16% +$42.9K 0.16% 106
2023
Q2 		$270K Sell
2,265
-407
-15% -$42.1K 0.13% 110
2023
Q1 		$248K Sell
2,672
-328
-11% -$28.8K 0.15% 89
2022
Q4 		$245K Buy
+3,000
New +$228K 0.14% 95
2022
Q3 		– Sell
-2,891
Closed -$202K – 115
2022
Q2 		$202K Buy
2,891
+87
+3% +$6.37K 0.13% 104
2022
Q1 		$232K Buy
2,804
+37
+1% +$3K 0.2% 86
2021
Q4 		$241K Buy
+2,767
New +$260K 0.15% 103

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

Opal Wealth Advisors's ORCL Position: Q2 2026 in Review

Opal Wealth Advisors increased its Oracle (ORCL) stake by 34% in Q2 2026, buying an estimated $202K and bringing the position to 4,377 shares worth $641K. The position accounts for 0.14% of the portfolio, ranked #77.

Opal Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $883K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Opal Wealth Advisors held 4,377 shares of Oracle worth $641K as of Q2 2026.
  • Opal Wealth Advisors bought 1,117 Oracle shares in Q2 2026, an estimated $202K.
  • Oracle made up 0.14% of Opal Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Opal Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Opal Wealth Advisors's Oracle position peaked at $883K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.