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Walkner Condon Financial Advisors’s Oracle ORCL Stock Holding History

Walkner Condon 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 		$293K Buy
2,000
+109
+6% +$19.8K 0.03% 267
2026
Q1 		$278K Buy
1,891
+316
+20% +$51.4K 0.04% 257
2025
Q4 		$307K Sell
1,575
-6
-0.4% -$1.43K 0.04% 241
2025
Q3 		$445K Sell
1,581
-407
-20% -$104K 0.07% 186
2025
Q2 		$435K Buy
1,988
+105
+6% +$17K 0.08% 179
2025
Q1 		$263K Buy
1,883
+64
+4% +$10.4K 0.05% 223
2024
Q4 		$303K Sell
1,819
-4
-0.2% -$711 0.06% 213
2024
Q3 		$311K Buy
1,823
+76
+4% +$11K 0.06% 211
2024
Q2 		$247K Buy
1,747
+29
+2% +$3.6K 0.05% 222
2024
Q1 		$216K Buy
+1,718
New +$197K 0.05% 254

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Walkner Condon Financial Advisors's ORCL Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Oracle (ORCL) stake by 5.8% in Q2 2026, buying an estimated $19.8K and bringing the position to 2,000 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #267.

Walkner Condon Financial Advisors first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $445K in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,000 shares of Oracle worth $293K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 109 Oracle shares in Q2 2026, an estimated $19.8K.
  • Oracle made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #267 holding.
  • Walkner Condon Financial Advisors first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Walkner Condon Financial Advisors's Oracle position peaked at $445K in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.