Aventura Private Wealth’s Oracle ORCL Stock Holding History

Aventura Private Wealth’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	$1.72M	Buy	11,750 +1,942	+20%	+$352K	0.53%	39
2026 Q1	$1.44M	Buy	9,808 +1,776	+22%	+$289K	0.53%	37
2025 Q4	$1.57M	Sell	8,032 -2,260	-22%	-$538K	0.56%	35
2025 Q3	$2.89M	Buy	10,292 +1,053	+11%	+$268K	1.07%	14
2025 Q2	$2.02M	Buy	9,239 +2,188	+31%	+$353K	0.87%	18
2025 Q1	$986K	Buy	7,051 +2,101	+42%	+$342K	0.52%	43
2024 Q4	$825K	Buy	+4,950	New	+$879K	0.44%	50

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

Aventura Private Wealth's ORCL Position: Q2 2026 in Review

Aventura Private Wealth increased its Oracle (ORCL) stake by 20% in Q2 2026, buying an estimated $352K and bringing the position to 11,750 shares worth $1.72M. The position accounts for 0.53% of the portfolio, ranked #39.

Aventura Private Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Aventura Private Wealth held 11,750 shares of Oracle worth $1.72M as of Q2 2026.
Aventura Private Wealth bought 1,942 Oracle shares in Q2 2026, an estimated $352K.
Oracle made up 0.53% of Aventura Private Wealth's portfolio in Q2 2026, its #39 holding.
Aventura Private Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Oracle position peaked at $2.89M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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