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Axxcess Wealth Management’s Oracle ORCL Stock Holding History

Axxcess 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 		$7.84M Buy
+53,526
New +$9.7M 0.12% 162
2025
Q4 		– Sell
-69,222
Closed -$16.5M – 1081
2025
Q3 		$19.5M Buy
69,222
+10,407
+18% +$2.65M 0.41% 46
2025
Q2 		$12.9M Buy
58,815
+850
+1% +$137K 0.3% 70
2025
Q1 		$8.1M Buy
57,965
+25,569
+79% +$4.16M 0.22% 86
2024
Q4 		$5.4M Buy
32,396
+6,116
+23% +$1.09M 0.13% 134
2024
Q3 		$4.48M Sell
26,280
-1,923
-7% -$279K 0.11% 153
2024
Q2 		$3.98M Buy
28,203
+1,745
+7% +$217K 0.11% 157
2024
Q1 		$3.32M Buy
26,458
+1,667
+7% +$191K 0.09% 175
2023
Q4 		$2.61M Buy
24,791
+3,731
+18% +$407K 0.08% 204
2023
Q3 		$2.23M Sell
21,060
-5,526
-21% -$640K 0.08% 191
2023
Q2 		$3.17M Buy
26,586
+3,901
+17% +$403K 0.23% 93
2023
Q1 		$2.11M Buy
22,685
+922
+4% +$80.8K 0.16% 134
2022
Q4 		$1.78M Buy
21,763
+11,822
+119% +$898K 0.15% 137
2022
Q3 		$607K Buy
9,941
+3,704
+59% +$271K 0.06% 277
2022
Q2 		$436K Sell
6,237
-175
-3% -$12.8K 0.04% 329
2022
Q1 		$530K Buy
6,412
+1,586
+33% +$128K 0.04% 344
2021
Q4 		$421K Buy
+4,826
New +$453K 0.03% 397

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

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

Axxcess Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 53,526 shares worth $7.84M. The stake represents 0.12% of the portfolio and ranks #162 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ORCL as recently as Q3 2025.

Axxcess Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $19.5M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Axxcess Wealth Management held 53,526 shares of Oracle worth $7.84M as of Q2 2026.
  • Oracle was a new Axxcess Wealth Management position in Q2 2026.
  • Oracle made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Axxcess Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Oracle position peaked at $19.5M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.