Atlantic Edge Private Wealth Management’s Oracle ORCL Stock Holding History

Atlantic Edge Private 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	$3M	Buy	20,444 +7,091	+53%	+$1.29M	0.61%	40
2026 Q1	$1.96M	Sell	13,353 -2,572	-16%	-$418K	0.48%	50
2025 Q4	$3.1M	Buy	15,925 +2,825	+22%	+$673K	0.77%	33
2025 Q3	$3.68M	Sell	13,100 -2,927	-18%	-$745K	0.95%	28
2025 Q2	$3.5M	Sell	16,027 -3,674	-19%	-$593K	0.96%	28
2025 Q1	$2.75M	Buy	19,701 +18,058	+1,099%	+$2.94M	0.84%	32
2024 Q4	$274K	Buy	1,643 +76	+5%	+$13.5K	0.08%	115
2024 Q3	$267K	Buy	1,567 +10	+0.6%	+$1.45K	0.08%	116
2024 Q2	$220K	Buy	1,557 +40	+3%	+$4.97K	0.07%	117
2024 Q1	$191K	Hold	1,517	–	–	0.07%	128
2023 Q4	$160K	Buy	+1,517	New	+$166K	0.07%	133

Other funds holding ORCL

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's ORCL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Oracle (ORCL) stake by 53% in Q2 2026, buying an estimated $1.29M and bringing the position to 20,444 shares worth $3M. The position accounts for 0.61% of the portfolio, ranked #40.

Atlantic Edge Private Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q3 2025. 1,394 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Atlantic Edge Private Wealth Management held 20,444 shares of Oracle worth $3M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 7,091 Oracle shares in Q2 2026, an estimated $1.29M.
Oracle made up 0.61% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #40 holding.
Atlantic Edge Private Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Oracle position peaked at $3.68M in Q3 2025.
1,394 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.