Sequoia Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16M | Sell |
109,489
-6,181
| -5% | -$1.12M | 0.08% | 159 |
|
|
2026
Q1 | $17M | Sell |
115,670
-104,844
| -48% | -$17M | 0.1% | 147 |
|
|
2025
Q4 | $43M | Buy |
220,514
+1,992
| +0.9% | +$474K | 0.24% | 77 |
|
|
2025
Q3 | $61.5M | Sell |
218,522
-73
| -0% | -$18.6K | 0.37% | 54 |
|
|
2025
Q2 | $47.8M | Buy |
218,595
+8,460
| +4% | +$1.37M | 0.33% | 65 |
|
|
2025
Q1 | $29.4M | Sell |
210,135
-1,754
| -0.8% | -$286K | 0.23% | 91 |
|
|
2024
Q4 | $35.3M | Buy |
211,889
+1,527
| +0.7% | +$271K | 0.34% | 67 |
|
|
2024
Q3 | $35.8M | Buy |
210,362
+80,293
| +62% | +$11.6M | 0.38% | 64 |
|
|
2024
Q2 | $18.4M | Buy |
130,069
+13,186
| +11% | +$1.64M | 0.22% | 96 |
|
|
2024
Q1 | $14.7M | Sell |
116,883
-25,991
| -18% | -$2.97M | 0.18% | 109 |
|
|
2023
Q4 | $15.1M | Buy |
142,874
+98,744
| +224% | +$10.8M | 0.19% | 109 |
|
|
2023
Q3 | $4.67M | Buy |
44,130
+2,159
| +5% | +$250K | 0.08% | 158 |
|
|
2023
Q2 | $5M | Buy |
41,971
+8,999
| +27% | +$930K | 0.09% | 160 |
|
|
2023
Q1 | $3.06M | Buy |
32,972
+315
| +1% | +$27.6K | 0.07% | 173 |
|
|
2022
Q4 | $2.67M | Buy |
32,657
+12,408
| +61% | +$943K | 0.07% | 174 |
|
|
2022
Q3 | $1.24M | Sell |
20,249
-1,029
| -5% | -$75.3K | 0.04% | 195 |
|
|
2022
Q2 | $1.49M | Sell |
21,278
-2,393
| -10% | -$175K | 0.04% | 200 |
|
|
2022
Q1 | $1.96M | Buy |
23,671
+4,689
| +25% | +$380K | 0.05% | 193 |
|
|
2021
Q4 | $1.66M | Buy |
18,982
+13,198
| +228% | +$1.24M | 0.05% | 196 |
|
|
2021
Q3 | $504K | Sell |
5,784
-14,712
| -72% | -$1.3M | 0.05% | 153 |
|
|
2021
Q2 | $1.59M | Sell |
20,496
-411
| -2% | -$32.2K | 0.06% | 171 |
|
|
2021
Q1 | $1.47M | Buy |
20,907
+1,511
| +8% | +$97.8K | 0.06% | 157 |
|
|
2020
Q4 | $1.25M | Buy |
19,396
+1,903
| +11% | +$113K | 0.06% | 163 |
|
|
2020
Q3 | $1.04M | Sell |
17,493
-426
| -2% | -$24.2K | 0.06% | 164 |
|
|
2020
Q2 | $990K | Sell |
17,919
-3,840
| -18% | -$203K | 0.06% | 148 |
|
|
2020
Q1 | $1.05M | Buy |
21,759
+1,102
| +5% | +$56.9K | 0.08% | 114 |
|
|
2019
Q4 | $1.09M | Sell |
20,657
-2,148
| -9% | -$118K | 0.07% | 136 |
|
|
2019
Q3 | $1.25M | Sell |
22,805
-1,746
| -7% | -$96.5K | 0.09% | 114 |
|
|
2019
Q2 | $1.4M | Buy |
24,551
+1,212
| +5% | +$65.6K | 0.1% | 104 |
|
|
2019
Q1 | $1.25M | Buy |
23,339
+1,302
| +6% | +$66.3K | 0.1% | 107 |
|
|
2018
Q4 | $995K | Sell |
22,037
-1,588
| -7% | -$76.1K | 0.12% | 103 |
|
|
2018
Q3 | $1.22M | Sell |
23,625
-2,327
| -9% | -$113K | 0.12% | 99 |
|
|
2018
Q2 | $1.14M | Sell |
25,952
-95,424
| -79% | -$4.4M | 0.12% | 104 |
|
|
2018
Q1 | $5.55M | Buy |
121,376
+7,589
| +7% | +$377K | 0.58% | 31 |
|
|
2017
Q4 | $5.38M | Buy |
113,787
+5,539
| +5% | +$272K | 0.57% | 34 |
|
|
2017
Q3 | $5.23M | Buy |
108,248
+5,503
| +5% | +$274K | 0.62% | 28 |
|
|
2017
Q2 | $5.15M | Buy |
102,745
+12,147
| +13% | +$554K | 0.64% | 29 |
|
|
2017
Q1 | $4.04M | Buy |
90,598
+7,883
| +10% | +$328K | 0.51% | 38 |
|
|
2016
Q4 | $3.18M | Buy |
82,715
+8,032
| +11% | +$314K | 0.45% | 46 |
|
|
2016
Q3 | $2.93M | Buy |
74,683
+309
| +0.4% | +$12.6K | 0.55% | 32 |
|
|
2016
Q2 | $3.04M | Buy |
74,374
+7,948
| +12% | +$317K | 0.85% | 29 |
|
|
2016
Q1 | $2.72M | Buy |
66,426
+8,785
| +15% | +$325K | 0.88% | 27 |
|
|
2015
Q4 | $2.11M | Buy |
57,641
+45,680
| +382% | +$1.74M | 0.85% | 25 |
|
|
2015
Q3 | $432K | Sell |
11,961
-13
| -0.1% | -$500 | 0.19% | 95 |
|
|
2015
Q2 | $483K | Buy |
11,974
+4,841
| +68% | +$210K | 0.2% | 92 |
|
|
2015
Q1 | $308K | Buy |
7,133
+2,032
| +40% | +$88.1K | 0.14% | 125 |
|
|
2014
Q4 | $229K | Buy |
+5,101
| New | +$208K | 0.16% | 136 |
|
Other funds holding ORCL
Sequoia Financial Advisors's ORCL Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Oracle (ORCL) stake by 5.3% in Q2 2026, selling an estimated $1.12M and leaving 109,489 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #159.
Sequoia Financial Advisors first reported a position in ORCL in Q4 2014 and has held it in 47 quarters since. The position peaked at $61.5M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Sequoia Financial Advisors held 109,489 shares of Oracle worth $16M as of Q2 2026.
- Sequoia Financial Advisors sold 6,181 Oracle shares in Q2 2026, an estimated $1.12M.
- Oracle made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #159 holding.
- Sequoia Financial Advisors first reported a position in Oracle in Q4 2014 and has held it in 47 quarters since.
- Sequoia Financial Advisors's Oracle position peaked at $61.5M in Q3 2025.
- 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.