Barnes Dennig Private Wealth Management’s Oracle ORCL Stock Holding History

Barnes Dennig 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	$19.9K	Buy	136 +5	+4%	+$906	0.02%	217
2026 Q1	$19.3K	Hold	131	–	–	0.02%	210
2025 Q4	$25.5K	Sell	131 -651	-83%	-$155K	0.03%	189
2025 Q3	$220K	Buy	782 +720	+1,161%	+$183K	0.24%	59
2025 Q2	$13.6K	Sell	62 -564	-90%	-$91.1K	0.02%	182
2025 Q1	$87.5K	Buy	+626	New	+$102K	0.13%	58

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Barnes Dennig Private Wealth Management's ORCL Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Oracle (ORCL) stake by 3.8% in Q2 2026, buying an estimated $906 and bringing the position to 136 shares worth $19.9K. The position accounts for 0.02% of the portfolio, ranked #217.

Barnes Dennig Private Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $220K in Q3 2025. 1,200 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Barnes Dennig Private Wealth Management held 136 shares of Oracle worth $19.9K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 5 Oracle shares in Q2 2026, an estimated $906.
Oracle made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #217 holding.
Barnes Dennig Private Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's Oracle position peaked at $220K in Q3 2025.
1,200 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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