AWM
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Accurate Wealth Management’s Oracle ORCL Stock Holding History

Accurate 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 		$2.76M Buy
19,604
+3,096
+19% +$561K 0.26% 81
2026
Q1 		$2.28M Buy
16,508
+3,491
+27% +$567K 0.27% 85
2025
Q4 		$2.58M Buy
13,017
+1,484
+13% +$353K 0.33% 61
2025
Q3 		$3.45M Buy
11,533
+1,041
+10% +$265K 0.46% 43
2025
Q2 		$2.47M Buy
10,492
+1,293
+14% +$209K 0.38% 67
2025
Q1 		$1.22M Sell
9,199
-1,430
-13% -$233K 0.23% 101
2024
Q4 		$1.64M Buy
10,629
+3,783
+55% +$672K 0.32% 78
2024
Q3 		$1.19M Buy
6,846
+1,068
+18% +$155K 0.24% 99
2024
Q2 		$827K Buy
5,778
+344
+6% +$42.7K 0.2% 111
2024
Q1 		$624K Buy
5,434
+425
+8% +$48.6K 0.18% 125
2023
Q4 		$525K Buy
5,009
+1,459
+41% +$159K 0.16% 130
2023
Q3 		$387K Buy
3,550
+350
+11% +$40.5K 0.12% 162
2023
Q2 		$382K Buy
3,200
+254
+9% +$26.3K 0.12% 170
2023
Q1 		$276K Buy
2,946
+338
+13% +$29.6K 0.1% 198
2022
Q4 		$226K Buy
+2,608
New +$198K 0.08% 200

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

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

Accurate Wealth Management increased its Oracle (ORCL) stake by 19% in Q2 2026, buying an estimated $561K and bringing the position to 19,604 shares worth $2.76M. The position accounts for 0.26% of the portfolio, ranked #81.

Accurate Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.45M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Accurate Wealth Management held 19,604 shares of Oracle worth $2.76M as of Q2 2026.
  • Accurate Wealth Management bought 3,096 Oracle shares in Q2 2026, an estimated $561K.
  • Oracle made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Accurate Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Oracle position peaked at $3.45M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.