AWM
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Abound Wealth Management’s Oracle ORCL Stock Holding History

Abound Wealth Management’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 		$111K Sell
756
-123
-14% -$22.3K 0.02% 148
2026
Q1 		$129K Sell
879
-69
-7% -$11.2K 0.03% 126
2025
Q4 		$185K Buy
948
+81
+9% +$19.3K 0.04% 91
2025
Q3 		$244K Buy
867
+22
+3% +$5.6K 0.06% 71
2025
Q2 		$185K Sell
845
-8
-0.9% -$1.29K 0.05% 85
2025
Q1 		$119K Sell
853
-29
-3% -$4.72K 0.04% 96
2024
Q4 		$147K Buy
882
+5
+0.6% +$888 0.05% 80
2024
Q3 		$149K Buy
877
+34
+4% +$4.92K 0.05% 74
2024
Q2 		$119K Buy
843
+1
+0.1% +$124 0.04% 83
2024
Q1 		$106K Buy
842
+14
+2% +$1.6K 0.04% 88
2023
Q4 		$87.3K Hold
828
– – 0.04% 99
2023
Q3 		$87.7K Sell
828
-19
-2% -$2.2K 0.04% 85
2023
Q2 		$101K Sell
847
-253
-23% -$26.2K 0.04% 76
2023
Q1 		$102K Buy
1,100
+393
+56% +$34.5K 0.05% 73
2022
Q4 		$57.8K Sell
707
-235
-25% -$17.9K 0.03% 106
2022
Q3 		$57.5K Buy
+942
New +$69K 0.03% 100

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Abound Wealth Management's ORCL Position: Q2 2026 in Review

Abound Wealth Management reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $22.3K and leaving 756 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #148.

Abound Wealth Management first reported a position in ORCL in Q3 2022 and has held it in 16 quarters since. The position peaked at $244K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Abound Wealth Management held 756 shares of Oracle worth $111K as of Q2 2026.
  • Abound Wealth Management sold 123 Oracle shares in Q2 2026, an estimated $22.3K.
  • Oracle made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Abound Wealth Management first reported a position in Oracle in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Oracle position peaked at $244K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.