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Schneider Downs Wealth Management Advisors’s Oracle ORCL Stock Holding History

Schneider Downs Wealth Management 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 		$545K Buy
3,721
+35
+0.9% +$6.34K 0.05% 103
2026
Q1 		$542K Sell
3,686
-6
-0.2% -$975 0.06% 97
2025
Q4 		$720K Buy
3,692
+6
+0.2% +$1.43K 0.08% 79
2025
Q3 		$1.04M Hold
3,686
– – 0.12% 64
2025
Q2 		$806K Hold
3,686
– – 0.12% 74
2025
Q1 		$515K Hold
3,686
– – 0.09% 85
2024
Q4 		$614K Hold
3,686
– – 0.12% 74
2024
Q3 		$628K Sell
3,686
-319
-8% -$46.2K 0.13% 70
2024
Q2 		$566K Buy
4,005
+24
+0.6% +$2.98K 0.13% 67
2024
Q1 		$500K Hold
3,981
– – 0.12% 77
2023
Q4 		$420K Sell
3,981
-106
-3% -$11.6K 0.11% 76
2023
Q3 		$433K Buy
4,087
+22
+0.5% +$2.55K 0.1% 64
2023
Q2 		$484K Buy
4,065
+10
+0.2% +$1.03K 0.11% 65
2023
Q1 		$377K Sell
4,055
-81
-2% -$7.1K 0.08% 77
2022
Q4 		$338K Sell
4,136
-2,251
-35% -$171K 0.07% 79
2022
Q3 		$390K Sell
6,387
-2,059
-24% -$151K 0.11% 77
2022
Q2 		$590K Hold
8,446
– – 0.16% 64
2022
Q1 		$699K Sell
8,446
-473
-5% -$38.3K 0.18% 61
2021
Q4 		$778K Sell
8,919
-150
-2% -$14.1K 0.19% 61
2021
Q3 		$790K Buy
9,069
+432
+5% +$38.2K 0.2% 58
2021
Q2 		$672K Buy
8,637
+41
+0.5% +$3.21K 0.17% 59
2021
Q1 		$603K Buy
8,596
+2,324
+37% +$150K 0.15% 61
2020
Q4 		$406K Sell
6,272
-1,693
-21% -$101K 0.11% 52
2020
Q3 		$476K Hold
7,965
– – 0.16% 49
2020
Q2 		$440K Buy
7,965
+240
+3% +$12.7K 0.15% 47
2020
Q1 		$373K Buy
7,725
+3,778
+96% +$195K 0.14% 53
2019
Q4 		$209K Hold
3,947
– – 0.06% 66
2019
Q3 		$217K Buy
+3,947
New +$218K 0.07% 59

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's ORCL Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Oracle (ORCL) stake by 0.95% in Q2 2026, buying an estimated $6.34K and bringing the position to 3,721 shares worth $545K. The position accounts for 0.05% of the portfolio, ranked #103.

Schneider Downs Wealth Management Advisors first reported a position in ORCL in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.04M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 3,721 shares of Oracle worth $545K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 35 Oracle shares in Q2 2026, an estimated $6.34K.
  • Oracle made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #103 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Oracle in Q3 2019 and has held it in 28 quarters since.
  • Schneider Downs Wealth Management Advisors's Oracle position peaked at $1.04M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.