AWM
ORCL icon

Activest Wealth Management’s Oracle ORCL Stock Holding History

Activest 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 		$124K Sell
843
-684
-45% -$124K 0.02% 164
2026
Q1 		$225K Sell
1,527
-1,005
-40% -$163K 0.04% 140
2025
Q4 		$493K Buy
2,532
+421
+20% +$100K 0.09% 94
2025
Q3 		$594K Buy
2,111
+1,529
+263% +$389K 0.12% 71
2025
Q2 		$127K Sell
582
-759
-57% -$123K 0.03% 127
2025
Q1 		$188K Buy
1,341
+1,019
+316% +$166K 0.05% 101
2024
Q4 		$53.7K Buy
322
+10
+3% +$1.78K 0.02% 165
2024
Q3 		$53.2K Buy
312
+56
+22% +$8.11K 0.02% 167
2024
Q2 		$36.1K Buy
256
+215
+524% +$26.7K 0.01% 201
2024
Q1 		$5.15K Buy
+41
New +$4.69K ﹤0.01% 254
2023
Q4 		– Sell
-85
Closed -$9.28K – 363
2023
Q3 		$9K Buy
+85
New +$9.84K 0.01% 183
2023
Q1 		– Sell
-510
Closed -$41.7K – 471
2022
Q4 		$41.7K Buy
510
+2
+0.4% +$152 0.01% 196
2022
Q3 		$31K Buy
508
+1
+0.2% +$73 0.01% 210
2022
Q2 		$35K Buy
507
+2
+0.4% +$146 0.02% 113
2022
Q1 		$42K Sell
505
-334
-40% -$27K 0.03% 111
2021
Q4 		$73K Buy
839
+1
+0.1% +$94 0.05% 93
2021
Q3 		$73K Buy
838
+2
+0.2% +$177 0.05% 98
2021
Q2 		$65K Buy
836
+1
+0.1% +$78 0.05% 89
2021
Q1 		$59K Buy
+835
New +$54.1K 0.05% 91

Other funds holding ORCL

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Activest Wealth Management reduced its Oracle (ORCL) stake by 45% in Q2 2026, selling an estimated $124K and leaving 843 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #164.

Activest Wealth Management first reported a position in ORCL in Q1 2021 and has held it in 19 quarters since. The position peaked at $594K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Activest Wealth Management held 843 shares of Oracle worth $124K as of Q2 2026.
  • Activest Wealth Management sold 684 Oracle shares in Q2 2026, an estimated $124K.
  • Oracle made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Activest Wealth Management first reported a position in Oracle in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Oracle position peaked at $594K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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