Warren Street Wealth Advisors’s Oracle ORCL Stock Holding History

Warren Street Wealth 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	$752K	Buy	5,130 +9	+0.2%	+$1.63K	0.17%	54
2026 Q1	$753K	Buy	5,121 +438	+9%	+$71.2K	0.19%	45
2025 Q4	$913K	Sell	4,683 -1,017	-18%	-$242K	0.26%	37
2025 Q3	$1.6M	Buy	5,700 +38	+0.7%	+$9.68K	0.48%	32
2025 Q2	$1.24M	Sell	5,662 -59	-1%	-$9.53K	0.41%	34
2025 Q1	$800K	Buy	5,721 +506	+10%	+$82.4K	0.31%	42
2024 Q4	$869K	Sell	5,215 -117	-2%	-$20.8K	0.36%	36
2024 Q3	$909K	Buy	5,332 +271	+5%	+$39.3K	0.38%	35
2024 Q2	$715K	Buy	5,061 +95	+2%	+$11.8K	0.35%	39
2024 Q1	$624K	Buy	+4,966	New	+$568K	0.31%	43

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Warren Street Wealth Advisors's ORCL Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Oracle (ORCL) stake by 0.18% in Q2 2026, buying an estimated $1.63K and bringing the position to 5,130 shares worth $752K. The position accounts for 0.17% of the portfolio, ranked #54.

Warren Street Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q3 2025. 1,508 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Warren Street Wealth Advisors held 5,130 shares of Oracle worth $752K as of Q2 2026.
Warren Street Wealth Advisors bought 9 Oracle shares in Q2 2026, an estimated $1.63K.
Oracle made up 0.17% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Warren Street Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Warren Street Wealth Advisors's Oracle position peaked at $1.6M in Q3 2025.
1,508 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.