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VSM Wealth Advisory’s Oracle ORCL Stock Holding History

VSM Wealth Advisory’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 		$87.3K Hold
595
– – 0.02% 172
2026
Q1 		$87.6K Hold
595
– – 0.03% 165
2025
Q4 		$116K Hold
595
– – 0.03% 133
2025
Q3 		$167K Hold
595
– – 0.05% 99
2025
Q2 		$130K Hold
595
– – 0.04% 119
2025
Q1 		$83.3K Hold
595
– – 0.03% 147
2024
Q4 		$99.2K Buy
+595
New +$106K 0.04% 133

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

VSM Wealth Advisory's ORCL Position: Q2 2026 in Review

VSM Wealth Advisory held its Oracle (ORCL) position steady in Q2 2026 at 595 shares worth $87.3K. The position accounts for 0.02% of the portfolio, ranked #172.

VSM Wealth Advisory first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $167K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • VSM Wealth Advisory held 595 shares of Oracle worth $87.3K as of Q2 2026.
  • VSM Wealth Advisory left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #172 holding.
  • VSM Wealth Advisory first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Oracle position peaked at $167K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.