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Sarver Vrooman Wealth Advisors’s Oracle ORCL Stock Holding History

Sarver Vrooman 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 		$54.9K Hold
374
– – 0.03% 56
2026
Q1 		$55K Hold
374
– – 0.03% 56
2025
Q4 		$72.9K Hold
374
– – 0.05% 35
2025
Q3 		$105K Hold
374
– – 0.07% 27
2025
Q2 		$81.8K Hold
374
– – 0.05% 30
2025
Q1 		$52.3K Buy
+374
New +$60.9K 0.03% 80

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's ORCL Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Oracle (ORCL) position steady in Q2 2026 at 374 shares worth $54.9K. The position accounts for 0.03% of the portfolio, ranked #56.

Sarver Vrooman Wealth Advisors first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $105K in Q3 2025. 691 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 374 shares of Oracle worth $54.9K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Oracle position peaked at $105K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.