Alterna Wealth Management’s Oracle ORCL Stock Holding History

Alterna 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	$283K	Sell	1,932 -93	-5%	-$16.9K	0.16%	89
2026 Q1	$298K	Buy	2,025 +900	+80%	+$146K	0.23%	79
2025 Q4	$219K	Buy	+1,125	New	+$268K	0.18%	95
2025 Q3	–	Sell	-1,360	Closed	-$297K	–	107
2025 Q2	$297K	Buy	+1,360	New	+$220K	0.24%	80
2023 Q1	–	Sell	-3,289	Closed	-$269K	–	124
2022 Q4	$269K	Hold	3,289	–	–	0.3%	59
2022 Q3	$201K	Buy	+3,289	New	+$241K	0.24%	76
2019 Q1	–	Sell	-25,490	Closed	-$1.28M	–	267
2018 Q4	$1.28M	Buy	+25,490	New	+$1.22M	0.21%	81

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Alterna Wealth Management reduced its Oracle (ORCL) stake by 4.6% in Q2 2026, selling an estimated $16.9K and leaving 1,932 shares worth $283K. The position accounts for 0.16% of the portfolio, ranked #89.

Alterna Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2018. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alterna Wealth Management held 1,932 shares of Oracle worth $283K as of Q2 2026.
Alterna Wealth Management sold 93 Oracle shares in Q2 2026, an estimated $16.9K.
Oracle made up 0.16% of Alterna Wealth Management's portfolio in Q2 2026, its #89 holding.
Alterna Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 7 quarters since.
Alterna Wealth Management's Oracle position peaked at $1.28M in Q4 2018.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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