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Atticus Wealth Management’s Oracle ORCL Stock Holding History

Atticus 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 		$790K Buy
5,388
+593
+12% +$107K 0.19% 79
2026
Q1 		$705K Sell
4,795
-948
-17% -$154K 0.19% 84
2025
Q4 		$1.12M Sell
5,743
-2
-0% -$476 0.28% 56
2025
Q3 		$1.62M Buy
5,745
+478
+9% +$122K 0.41% 45
2025
Q2 		$1.15M Buy
5,267
+3,731
+243% +$602K 0.31% 46
2025
Q1 		$215K Buy
1,536
+1
+0.1% +$163 0.07% 114
2024
Q4 		$256K Hold
1,535
– – 0.08% 104
2024
Q3 		$262K Sell
1,535
-18
-1% -$2.61K 0.08% 109
2024
Q2 		$219K Sell
1,553
-301
-16% -$37.4K 0.07% 108
2024
Q1 		$233K Sell
1,854
-698
-27% -$79.9K 0.08% 116
2023
Q4 		$269K Buy
2,552
+337
+15% +$36.8K 0.09% 104
2023
Q3 		$235K Buy
2,215
+25
+1% +$2.89K 0.09% 115
2023
Q2 		$261K Sell
2,190
-22
-1% -$2.27K 0.1% 114
2023
Q1 		$206K Buy
2,212
+626
+39% +$54.9K 0.08% 130
2022
Q4 		$130K Sell
1,586
-110
-6% -$8.36K 0.05% 161
2022
Q3 		$118K Hold
1,696
– – 0.06% 152
2022
Q2 		$118K Buy
1,696
+1,237
+269% +$90.6K 0.05% 169
2022
Q1 		$38K Sell
459
-1,000
-69% -$81K 0.01% 272
2021
Q4 		$127K Buy
1,459
+1,000
+218% +$93.9K 0.05% 147
2021
Q3 		$40K Sell
459
-55
-11% -$4.86K 0.02% 259
2021
Q2 		$40K Buy
514
+75
+17% +$5.87K 0.02% 247
2021
Q1 		$31K Sell
439
-259
-37% -$16.8K 0.01% 247
2020
Q4 		$45K Hold
698
– – 0.02% 218
2020
Q3 		$42K Buy
698
+298
+75% +$16.9K 0.03% 187
2020
Q2 		$22K Hold
400
– – 0.01% 203
2020
Q1 		$19K Hold
400
– – 0.02% 205
2019
Q4 		$21K Buy
+400
New +$22K 0.01% 221

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

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

Atticus Wealth Management increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $107K and bringing the position to 5,388 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #79.

Atticus Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q3 2025. 1,443 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Atticus Wealth Management held 5,388 shares of Oracle worth $790K as of Q2 2026.
  • Atticus Wealth Management bought 593 Oracle shares in Q2 2026, an estimated $107K.
  • Oracle made up 0.19% of Atticus Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Atticus Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Oracle position peaked at $1.62M in Q3 2025.
  • 1,443 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.