4A
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4Wealth Advisors’s Oracle ORCL Stock Holding History

4Wealth 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 		$427K Buy
2,889
+61
+2% +$11.1K 0.33% 91
2026
Q1 		$393K Buy
2,828
+354
+14% +$57.5K 0.34% 95
2025
Q4 		$482K Buy
2,474
+1,114
+82% +$265K 0.41% 84
2025
Q3 		$383K Sell
1,360
-1,124
-45% -$286K 0.34% 92
2025
Q2 		$543K Sell
2,484
-46
-2% -$7.43K 0.55% 63
2025
Q1 		$354K Buy
2,530
+669
+36% +$109K 0.39% 94
2024
Q4 		$310K Buy
+1,861
New +$331K 0.31% 112

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

4Wealth Advisors's ORCL Position: Q2 2026 in Review

4Wealth Advisors increased its Oracle (ORCL) stake by 2.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,889 shares worth $427K. The position accounts for 0.33% of the portfolio, ranked #91.

4Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $543K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • 4Wealth Advisors held 2,889 shares of Oracle worth $427K as of Q2 2026.
  • 4Wealth Advisors bought 61 Oracle shares in Q2 2026, an estimated $11.1K.
  • Oracle made up 0.33% of 4Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • 4Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Oracle position peaked at $543K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.