AWE
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Avidian Wealth Enterprises’s Oracle ORCL Stock Holding History

Avidian Wealth Enterprises’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 		$2.68M Buy
18,292
+1,785
+11% +$323K 0.07% 173
2026
Q1 		$2.43M Buy
16,507
+5,944
+56% +$966K 0.08% 168
2025
Q4 		$2.06M Buy
10,563
+465
+5% +$111K 0.07% 136
2025
Q3 		$2.84M Sell
10,098
-631
-6% -$161K 0.11% 107
2025
Q2 		$2.35M Sell
10,729
-675
-6% -$109K 0.1% 109
2025
Q1 		$1.59M Sell
11,404
-604
-5% -$98.3K 0.07% 145
2024
Q4 		$2M Sell
12,008
-690
-5% -$123K 0.09% 121
2024
Q3 		$2.16M Sell
12,698
-277
-2% -$40.1K 0.1% 109
2024
Q2 		$1.83M Buy
12,975
+2,689
+26% +$334K 0.08% 122
2024
Q1 		$1.29M Buy
10,286
+1,770
+21% +$203K 0.06% 137
2023
Q4 		$898K Buy
8,516
+90
+1% +$9.82K 0.06% 179
2023
Q3 		$892K Sell
8,426
-5,411
-39% -$626K 0.06% 177
2023
Q2 		$1.65M Sell
13,837
-2,261
-14% -$234K 0.11% 129
2023
Q1 		$1.5M Sell
16,098
-2,114
-12% -$185K 0.08% 158
2022
Q4 		$1.49M Sell
18,212
-221
-1% -$16.8K 0.1% 139
2022
Q3 		$1.13M Sell
18,433
-1,433
-7% -$105K 0.08% 134
2022
Q2 		$1.39M Buy
19,866
+3,521
+22% +$258K 0.1% 134
2022
Q1 		$1.35M Buy
16,345
+3,435
+27% +$278K 0.08% 155
2021
Q4 		$1.13M Buy
12,910
+615
+5% +$57.7K 0.07% 172
2021
Q3 		$1.07M Buy
12,295
+2,524
+26% +$223K 0.08% 126
2021
Q2 		$761K Buy
9,771
+1,389
+17% +$109K 0.06% 156
2021
Q1 		$588K Buy
8,382
+329
+4% +$21.3K 0.05% 185
2020
Q4 		$521K Buy
+8,053
New +$479K 0.05% 178

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Avidian Wealth Enterprises's ORCL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $323K and bringing the position to 18,292 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #173.

Avidian Wealth Enterprises first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Avidian Wealth Enterprises held 18,292 shares of Oracle worth $2.68M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,785 Oracle shares in Q2 2026, an estimated $323K.
  • Oracle made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #173 holding.
  • Avidian Wealth Enterprises first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Oracle position peaked at $2.84M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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