AWM
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Altium Wealth Management’s Oracle ORCL Stock Holding History

Altium 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
2022
Q2 		$2.35M Buy
33,637
+3,754
+13% +$275K 0.17% 75
2022
Q1 		$2.47M Buy
29,883
+1,649
+6% +$134K 0.16% 77
2021
Q4 		$2.46M Buy
28,234
+1,443
+5% +$135K 0.16% 76
2021
Q3 		$2.33M Buy
26,791
+798
+3% +$70.5K 0.17% 71
2021
Q2 		$2.02M Buy
25,993
+130
+0.5% +$10.2K 0.15% 76
2021
Q1 		$1.81M Buy
25,863
+663
+3% +$42.9K 0.15% 81
2020
Q4 		$1.63M Buy
25,200
+894
+4% +$53.2K 0.14% 81
2020
Q3 		$1.45M Buy
24,306
+106
+0.4% +$6.02K 0.15% 79
2020
Q2 		$1.34M Sell
24,200
-726
-3% -$38.5K 0.15% 74
2020
Q1 		$1.21M Buy
24,926
+4,542
+22% +$234K 0.17% 72
2019
Q4 		$1.08M Buy
20,384
+1,845
+10% +$102K 0.13% 91
2019
Q3 		$1.02M Buy
18,539
+1,447
+8% +$79.9K 0.14% 90
2019
Q2 		$974K Buy
17,092
+1,681
+11% +$91K 0.14% 85
2019
Q1 		$828K Buy
15,411
+1,327
+9% +$67.6K 0.13% 100
2018
Q4 		$636K Buy
14,084
+1,307
+10% +$62.6K 0.12% 122
2018
Q3 		$659K Buy
12,777
+4,050
+46% +$197K 0.13% 129
2018
Q2 		$385K Sell
8,727
-675
-7% -$31.1K 0.1% 144
2018
Q1 		$431K Buy
+9,402
New +$467K 0.17% 97

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's ORCL Position: Q2 2022 in Review

Altium Wealth Management increased its Oracle (ORCL) stake by 13% in Q2 2022, buying an estimated $275K and bringing the position to 33,637 shares worth $2.35M. The position accounts for 0.17% of the portfolio, ranked #75.

Altium Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.47M in Q1 2022. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Altium Wealth Management held 33,637 shares of Oracle worth $2.35M as of Q2 2022.
  • Altium Wealth Management bought 3,754 Oracle shares in Q2 2022, an estimated $275K.
  • Oracle made up 0.17% of Altium Wealth Management's portfolio in Q2 2022, its #75 holding.
  • Altium Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 18 quarters since.
  • Altium Wealth Management's Oracle position peaked at $2.47M in Q1 2022.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.