AWA
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Aaron Wealth Advisors’s Oracle ORCL Stock Holding History

Aaron 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 		$3.43M Buy
23,414
+1,259
+6% +$228K 0.17% 73
2026
Q1 		$3.26M Sell
22,155
-835
-4% -$136K 0.19% 70
2025
Q4 		$4.48M Buy
22,990
+3,276
+17% +$780K 0.24% 47
2025
Q3 		$5.54M Buy
19,714
+2,691
+16% +$685K 0.33% 36
2025
Q2 		$3.72M Buy
17,023
+512
+3% +$82.7K 0.38% 40
2025
Q1 		$2.31M Buy
16,511
+176
+1% +$28.7K 0.26% 59
2024
Q4 		$2.72M Sell
16,335
-937
-5% -$166K 0.32% 48
2024
Q3 		$2.94M Buy
17,272
+1,160
+7% +$168K 0.35% 41
2024
Q2 		$2.28M Sell
16,112
-27
-0.2% -$3.35K 0.32% 48
2024
Q1 		$2.03M Buy
16,139
+1,746
+12% +$200K 0.29% 49
2023
Q4 		$1.52M Sell
14,393
-19,813
-58% -$2.16M 0.25% 53
2023
Q3 		$3.62M Sell
34,206
-102
-0.3% -$11.8K 0.47% 35
2023
Q2 		$4.09M Buy
34,308
+416
+1% +$43K 0.53% 36
2023
Q1 		$3.15M Buy
33,892
+515
+2% +$45.2K 0.43% 42
2022
Q4 		$2.73M Buy
33,377
+4,385
+15% +$333K 0.4% 48
2022
Q3 		$1.77M Buy
28,992
+256
+0.9% +$18.7K 0.33% 58
2022
Q2 		$2.01M Sell
28,736
-2,352,729
-99% -$172M 0.5% 40
2022
Q1 		$28.8M Buy
2,381,465
+2,372,503
+26,473% +$192M 0.4% 32
2021
Q4 		$781K Buy
8,962
+612
+7% +$57.5K 0.22% 66
2021
Q3 		$727K Buy
8,350
+36
+0.4% +$3.18K 0.21% 63
2021
Q2 		$647K Sell
8,314
-427
-5% -$33.4K 0.21% 70
2021
Q1 		$613K Buy
8,741
+5,484
+168% +$355K 0.23% 70
2020
Q4 		$210K Buy
+3,257
New +$194K 0.08% 125

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Oracle (ORCL) stake by 5.7% in Q2 2026, buying an estimated $228K and bringing the position to 23,414 shares worth $3.43M. The position accounts for 0.17% of the portfolio, ranked #73.

Aaron Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.8M in Q1 2022. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aaron Wealth Advisors held 23,414 shares of Oracle worth $3.43M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,259 Oracle shares in Q2 2026, an estimated $228K.
  • Oracle made up 0.17% of Aaron Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Aaron Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Oracle position peaked at $28.8M in Q1 2022.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.