Arista Wealth Management’s Oracle ORCL Stock Holding History

Arista 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	$945K	Sell	6,447 -3,969	-38%	-$719K	0.1%	110
2026 Q1	$1.53M	Buy	10,416 +6,019	+137%	+$978K	0.19%	70
2025 Q4	$857K	Sell	4,397 -1,483	-25%	-$353K	0.11%	98
2025 Q3	$1.65M	Buy	5,880 +1,229	+26%	+$313K	0.21%	63
2025 Q2	$1.02M	Buy	4,651 +376	+9%	+$60.7K	0.14%	94
2025 Q1	$598K	Sell	4,275 -10	-0.2%	-$1.63K	0.14%	36
2024 Q4	$714K	Hold	4,285	–	–	0.17%	30
2024 Q3	$730K	Buy	4,285 +10	+0.2%	+$1.45K	0.18%	29
2024 Q2	$604K	Buy	+4,275	New	+$531K	0.16%	33
2024 Q1	–	Sell	-4,275	Closed	-$451K	–	48
2023 Q4	$451K	Hold	4,275	–	–	0.17%	30
2023 Q3	$453K	Hold	4,275	–	–	0.18%	32
2023 Q2	$509K	Hold	4,275	–	–	0.21%	33
2023 Q1	$397K	Sell	4,275 -85	-2%	-$7.45K	0.22%	39
2022 Q4	$356K	Buy	+4,360	New	+$331K	0.23%	41

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

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

Arista Wealth Management reduced its Oracle (ORCL) stake by 38% in Q2 2026, selling an estimated $719K and leaving 6,447 shares worth $945K. The position accounts for 0.1% of the portfolio, ranked #110.

Arista Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Arista Wealth Management held 6,447 shares of Oracle worth $945K as of Q2 2026.
Arista Wealth Management sold 3,969 Oracle shares in Q2 2026, an estimated $719K.
Oracle made up 0.1% of Arista Wealth Management's portfolio in Q2 2026, its #110 holding.
Arista Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Arista Wealth Management's Oracle position peaked at $1.65M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.