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Regent Peak Wealth Advisors’s Oracle ORCL Stock Holding History

Regent Peak 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 		$1.13M Sell
7,717
-455
-6% -$82.5K 0.21% 56
2026
Q1 		$1.2M Sell
8,172
-14
-0.2% -$2.28K 0.25% 49
2025
Q4 		$1.6M Buy
8,186
+491
+6% +$117K 0.31% 40
2025
Q3 		$2.16M Buy
+7,695
New +$1.96M 0.43% 30
2025
Q1 		$1.2M Sell
8,617
-817
-9% -$133K 0.28% 43
2024
Q4 		$1.57M Sell
9,434
-12,202
-56% -$2.17M 0.35% 35
2024
Q3 		$3.69M Sell
21,636
-1,743
-7% -$252K 0.85% 24
2024
Q2 		$3.3M Sell
23,379
-2,055
-8% -$255K 0.76% 27
2024
Q1 		$3.19M Buy
25,434
+33
+0.1% +$3.78K 0.81% 27
2023
Q4 		$2.68M Buy
25,401
+17,735
+231% +$1.94M 0.73% 35
2023
Q3 		$812K Sell
7,666
-19,600
-72% -$2.27M 0.25% 64
2023
Q2 		$3.25M Sell
27,266
-3,621
-12% -$374K 0.95% 21
2023
Q1 		$2.87M Sell
30,887
-251
-0.8% -$22K 0.89% 25
2022
Q4 		$2.54M Buy
31,138
+3,264
+12% +$248K 0.83% 27
2022
Q3 		$1.7M Buy
27,874
+315
+1% +$23.1K 0.6% 41
2022
Q2 		$1.93M Sell
27,559
-117
-0.4% -$8.56K 0.63% 40
2022
Q1 		$2.29M Buy
27,676
+1,203
+5% +$97.4K 0.66% 33
2021
Q4 		$2.31M Sell
26,473
-94
-0.4% -$8.83K 0.63% 32
2021
Q3 		$2.31M Buy
26,567
+420
+2% +$37.1K 0.66% 31
2021
Q2 		$2.28M Buy
26,147
+19,965
+323% +$1.56M 0.64% 32
2021
Q1 		$433K Sell
6,182
-18,745
-75% -$1.21M 0.14% 92
2020
Q4 		$1.61M Buy
24,927
+453
+2% +$27K 0.54% 38
2020
Q3 		$1.46M Buy
24,474
+20,044
+452% +$1.14M 0.62% 37
2020
Q2 		$245K Buy
+4,430
New +$235K 0.11% 103
2020
Q1 		– Sell
-4,125
Closed -$218K – 123
2019
Q4 		$218K Buy
+4,125
New +$227K 0.1% 123

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

Regent Peak Wealth Advisors's ORCL Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Oracle (ORCL) stake by 5.6% in Q2 2026, selling an estimated $82.5K and leaving 7,717 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #56.

Regent Peak Wealth Advisors first reported a position in ORCL in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.69M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Regent Peak Wealth Advisors held 7,717 shares of Oracle worth $1.13M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 455 Oracle shares in Q2 2026, an estimated $82.5K.
  • Oracle made up 0.21% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Regent Peak Wealth Advisors first reported a position in Oracle in Q4 2019 and has held it in 25 quarters since.
  • Regent Peak Wealth Advisors's Oracle position peaked at $3.69M in Q3 2024.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.