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Alteri Wealth’s Oracle ORCL Stock Holding History

Alteri Wealth’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 		$1.24M Buy
8,446
+4,114
+95% +$746K 0.34% 68
2026
Q1 		$637K Buy
4,332
+105
+2% +$17.1K 0.21% 126
2025
Q4 		$824K Sell
4,227
-101
-2% -$24K 0.27% 89
2025
Q3 		$1.22M Buy
4,328
+84
+2% +$21.4K 0.42% 52
2025
Q2 		$928K Buy
4,244
+94
+2% +$15.2K 0.36% 65
2025
Q1 		$580K Buy
4,150
+31
+0.8% +$5.05K 0.26% 96
2024
Q4 		$686K Buy
+4,119
New +$732K 0.19% 80

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

Alteri Wealth's ORCL Position: Q2 2026 in Review

Alteri Wealth increased its Oracle (ORCL) stake by 95% in Q2 2026, buying an estimated $746K and bringing the position to 8,446 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #68.

Alteri Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Alteri Wealth held 8,446 shares of Oracle worth $1.24M as of Q2 2026.
  • Alteri Wealth bought 4,114 Oracle shares in Q2 2026, an estimated $746K.
  • Oracle made up 0.34% of Alteri Wealth's portfolio in Q2 2026, its #68 holding.
  • Alteri Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.