Wellspring Financial Advisors’s Oracle ORCL Stock Holding History

Wellspring 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	$493K	Buy	3,365 +248	+8%	+$44.9K	0.03%	169
2026 Q1	$459K	Sell	3,117 -3	-0.1%	-$488	0.03%	164
2025 Q4	$608K	Buy	3,120 +274	+10%	+$65.2K	0.05%	132
2025 Q3	$800K	Buy	2,846 +1,836	+182%	+$468K	0.07%	72
2025 Q2	$221K	Buy	+1,010	New	+$163K	0.02%	152
2024 Q2	–	Sell	-1,631	Closed	-$205K	–	155
2024 Q1	$205K	Sell	1,631 -1,023	-39%	-$117K	0.03%	128
2023 Q4	$280K	Sell	2,654 -1,182	-31%	-$129K	0.07%	100
2023 Q3	$406K	Buy	3,836 +1,932	+101%	+$224K	0.12%	67
2023 Q2	$227K	Buy	+1,904	New	+$197K	0.06%	93
2022 Q2	–	Sell	-1,545	Closed	-$128K	–	130
2022 Q1	$128K	Buy	+1,545	New	+$125K	0.04%	121

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellspring Financial Advisors's ORCL Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Oracle (ORCL) stake by 8% in Q2 2026, buying an estimated $44.9K and bringing the position to 3,365 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #169.

Wellspring Financial Advisors first reported a position in ORCL in Q1 2022 and has held it in 10 quarters since. The position peaked at $800K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Wellspring Financial Advisors held 3,365 shares of Oracle worth $493K as of Q2 2026.
Wellspring Financial Advisors bought 248 Oracle shares in Q2 2026, an estimated $44.9K.
Oracle made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #169 holding.
Wellspring Financial Advisors first reported a position in Oracle in Q1 2022 and has held it in 10 quarters since.
Wellspring Financial Advisors's Oracle position peaked at $800K in Q3 2025.
1,161 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.