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Wealth Architects’s Oracle ORCL Stock Holding History

Wealth Architects’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 		$463K Sell
3,157
-80
-2% -$14.5K 0.04% 155
2026
Q1 		$476K Sell
3,237
-111
-3% -$18K 0.04% 146
2025
Q4 		$652K Sell
3,348
-378
-10% -$90K 0.06% 129
2025
Q3 		$1.05M Buy
3,726
+307
+9% +$78.2K 0.1% 94
2025
Q2 		$747K Sell
3,419
-263
-7% -$42.5K 0.08% 117
2025
Q1 		$515K Buy
3,682
+14
+0.4% +$2.28K 0.06% 135
2024
Q4 		$611K Sell
3,668
-620
-14% -$110K 0.07% 108
2024
Q3 		$731K Buy
4,288
+161
+4% +$23.3K 0.08% 99
2024
Q2 		$583K Buy
4,127
+252
+7% +$31.3K 0.07% 111
2024
Q1 		$487K Sell
3,875
-44
-1% -$5.04K 0.06% 120
2023
Q4 		$413K Buy
3,919
+410
+12% +$44.7K 0.06% 127
2023
Q3 		$372K Sell
3,509
-15
-0.4% -$1.74K 0.06% 129
2023
Q2 		$420K Buy
3,524
+70
+2% +$7.24K 0.07% 127
2023
Q1 		$321K Buy
3,454
+6
+0.2% +$526 0.06% 133
2022
Q4 		$282K Buy
3,448
+134
+4% +$10.2K 0.05% 142
2022
Q3 		$202K Sell
3,314
-1,420
-30% -$104K 0.04% 159
2022
Q2 		$331K Buy
4,734
+271
+6% +$19.8K 0.06% 131
2022
Q1 		$369K Buy
4,463
+34
+0.8% +$2.75K 0.06% 137
2021
Q4 		$386K Buy
4,429
+335
+8% +$31.5K 0.07% 134
2021
Q3 		$357K Sell
4,094
-158
-4% -$14K 0.07% 129
2021
Q2 		$331K Sell
4,252
-141
-3% -$11K 0.06% 125
2021
Q1 		$308K Buy
4,393
+33
+0.8% +$2.14K 0.07% 118
2020
Q4 		$282K Buy
4,360
+219
+5% +$13K 0.07% 119
2020
Q3 		$247K Sell
4,141
-3,994
-49% -$227K 0.07% 126
2020
Q2 		$450K Sell
8,135
-161
-2% -$8.53K 0.13% 74
2020
Q1 		$401K Sell
8,296
-230
-3% -$11.9K 0.14% 75
2019
Q4 		$452K Sell
8,526
-513
-6% -$28.2K 0.13% 73
2019
Q3 		$497K Buy
9,039
+357
+4% +$19.7K 0.15% 61
2019
Q2 		$495K Buy
8,682
+386
+5% +$20.9K 0.15% 60
2019
Q1 		$446K Sell
8,296
-169
-2% -$8.61K 0.14% 66
2018
Q4 		$382K Buy
8,465
+129
+2% +$6.18K 0.14% 69
2018
Q3 		$430K Buy
8,336
+151
+2% +$7.33K 0.13% 69
2018
Q2 		$361K Sell
8,185
-200
-2% -$9.21K 0.12% 72
2018
Q1 		$384K Sell
8,385
-6,094
-42% -$303K 0.13% 69
2017
Q4 		$685K Buy
14,479
+1,621
+13% +$79.5K 0.22% 47
2017
Q3 		$622K Sell
12,858
-259
-2% -$12.9K 0.22% 52
2017
Q2 		$657K Sell
13,117
-7
-0.1% -$319 0.24% 53
2017
Q1 		$585K Sell
13,124
-212
-2% -$8.83K 0.23% 51
2016
Q4 		$513K Sell
13,336
-2,025
-13% -$79.2K 0.23% 56
2016
Q3 		$603K Sell
15,361
-128
-0.8% -$5.21K 0.28% 45
2016
Q2 		$633K Buy
15,489
+1,541
+11% +$61.5K 0.31% 43
2016
Q1 		$571K Sell
13,948
-287
-2% -$10.6K 0.29% 51
2015
Q4 		$520K Sell
14,235
-125
-0.9% -$4.77K 0.26% 58
2015
Q3 		$519K Sell
14,360
-1,954
-12% -$75.1K 0.28% 52
2015
Q2 		$657K Buy
16,314
+2,264
+16% +$98.2K 0.35% 42
2015
Q1 		$606K Sell
14,050
-107
-0.8% -$4.64K 0.35% 38
2014
Q4 		$637K Buy
+14,157
New +$576K 0.37% 38

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

Wealth Architects's ORCL Position: Q2 2026 in Review

Wealth Architects reduced its Oracle (ORCL) stake by 2.5% in Q2 2026, selling an estimated $14.5K and leaving 3,157 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #155.

Wealth Architects first reported a position in ORCL in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.05M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealth Architects held 3,157 shares of Oracle worth $463K as of Q2 2026.
  • Wealth Architects sold 80 Oracle shares in Q2 2026, an estimated $14.5K.
  • Oracle made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #155 holding.
  • Wealth Architects first reported a position in Oracle in Q4 2014 and has held it in 47 quarters since.
  • Wealth Architects's Oracle position peaked at $1.05M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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