San Luis Wealth Advisors’s Oracle ORCL Stock Holding History

San Luis 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	$753K	Buy	5,141 +45	+0.9%	+$8.15K	0.11%	118
2026 Q1	$750K	Sell	5,096 -441	-8%	-$71.7K	0.12%	106
2025 Q4	$1.08M	Buy	5,537 +43	+0.8%	+$10.2K	0.18%	75
2025 Q3	$1.55M	Buy	5,494 +456	+9%	+$116K	0.28%	59
2025 Q2	$1.1M	Sell	5,038 -94	-2%	-$15.2K	0.24%	57
2025 Q1	$717K	Sell	5,132 -243	-5%	-$39.6K	0.16%	64
2024 Q4	$896K	Buy	5,375 +75	+1%	+$13.3K	0.17%	61
2024 Q3	$903K	Buy	+5,300	New	+$768K	0.19%	54
2022 Q2	–	Sell	-43	Closed	-$4K	–	318
2022 Q1	$4K	Buy	+43	New	+$3.48K	﹤0.01%	414

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

San Luis Wealth Advisors's ORCL Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Oracle (ORCL) stake by 0.88% in Q2 2026, buying an estimated $8.15K and bringing the position to 5,141 shares worth $753K. The position accounts for 0.11% of the portfolio, ranked #118.

San Luis Wealth Advisors first reported a position in ORCL in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.55M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

San Luis Wealth Advisors held 5,141 shares of Oracle worth $753K as of Q2 2026.
San Luis Wealth Advisors bought 45 Oracle shares in Q2 2026, an estimated $8.15K.
Oracle made up 0.11% of San Luis Wealth Advisors's portfolio in Q2 2026, its #118 holding.
San Luis Wealth Advisors first reported a position in Oracle in Q1 2022 and has held it in 9 quarters since.
San Luis Wealth Advisors's Oracle position peaked at $1.55M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.