Ameliora Wealth Management’s Oracle ORCL Stock Holding History

Ameliora 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	$532K	Buy	3,629 +80	+2%	+$14.5K	0.16%	69
2026 Q1	$522K	Sell	3,549 -269	-7%	-$43.7K	0.17%	66
2025 Q4	$744K	Buy	3,818 +165	+5%	+$39.3K	0.23%	54
2025 Q3	$1.03M	Buy	3,653 +1,208	+49%	+$308K	0.34%	45
2025 Q2	$535K	Buy	2,445 +1,319	+117%	+$213K	0.19%	65
2025 Q1	$157K	Buy	+1,126	New	+$183K	0.06%	110

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Ameliora Wealth Management increased its Oracle (ORCL) stake by 2.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,629 shares worth $532K. The position accounts for 0.16% of the portfolio, ranked #69.

Ameliora Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Ameliora Wealth Management held 3,629 shares of Oracle worth $532K as of Q2 2026.
Ameliora Wealth Management bought 80 Oracle shares in Q2 2026, an estimated $14.5K.
Oracle made up 0.16% of Ameliora Wealth Management's portfolio in Q2 2026, its #69 holding.
Ameliora Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Ameliora Wealth Management's Oracle position peaked at $1.03M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.