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Roberts Wealth Advisors’s Oracle ORCL Stock Holding History

Roberts 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 		$952K Sell
6,499
-137
-2% -$24.8K 0.22% 71
2026
Q1 		$976K Sell
6,636
-30
-0.5% -$4.88K 0.25% 71
2025
Q4 		$1.3M Sell
6,666
-689
-9% -$164K 0.34% 66
2025
Q3 		$2.07M Sell
7,355
-599
-8% -$153K 0.55% 55
2025
Q2 		$1.74M Sell
7,954
-12,662
-61% -$2.04M 0.5% 59
2025
Q1 		$2.88M Buy
20,616
+98
+0.5% +$16K 0.89% 39
2024
Q4 		$3.25M Sell
20,518
-116
-0.6% -$20.6K 0.99% 32
2024
Q3 		$3.6M Buy
20,634
+1,230
+6% +$178K 1.16% 31
2024
Q2 		$2.73M Buy
19,404
+4,903
+34% +$609K 0.93% 36
2024
Q1 		$1.74M Buy
14,501
+247
+2% +$28.3K 0.65% 49
2023
Q4 		$4.48M Buy
14,254
+105
+0.7% +$11.5K 0.7% 44
2023
Q3 		$1.54M Buy
14,149
+144
+1% +$16.7K 0.68% 52
2023
Q2 		$1.67M Sell
14,005
-16
-0.1% -$1.65K 0.73% 45
2023
Q1 		$1.32M Buy
14,021
+140
+1% +$12.3K 0.6% 50
2022
Q4 		$1.16M Buy
13,881
+341
+3% +$25.9K 0.56% 54
2022
Q3 		$884K Buy
13,540
+154
+1% +$11.3K 0.43% 57
2022
Q2 		$962K Buy
13,386
+321
+2% +$23.5K 0.42% 59
2022
Q1 		$1.07M Sell
13,065
-23
-0.2% -$1.86K 0.42% 65
2021
Q4 		$1.15M Sell
13,088
-17,610
-57% -$1.65M 0.41% 64
2021
Q3 		$2.67M Buy
+30,698
New +$2.71M 1.06% 31

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

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

Roberts Wealth Advisors reduced its Oracle (ORCL) stake by 2.1% in Q2 2026, selling an estimated $24.8K and leaving 6,499 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #71.

Roberts Wealth Advisors first reported a position in ORCL in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.48M in Q4 2023. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Roberts Wealth Advisors held 6,499 shares of Oracle worth $952K as of Q2 2026.
  • Roberts Wealth Advisors sold 137 Oracle shares in Q2 2026, an estimated $24.8K.
  • Oracle made up 0.22% of Roberts Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Roberts Wealth Advisors first reported a position in Oracle in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Oracle position peaked at $4.48M in Q4 2023.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.