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Sequoia Financial Advisors’s Oracle ORCL Stock Holding History

Sequoia Financial 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 		– Sell
-500
Closed -$73.6K – 2232
2026
Q1 		$73.6K Buy
+500
New +$81.3K ﹤0.01% 1875

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

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. 719 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.
  • 719 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.