Boyd Wealth Management’s Oracle ORCL Stock Holding History

Boyd 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	$786K	Buy	5,363 +8	+0.1%	+$1.45K	0.3%	30
2026 Q1	$788K	Buy	5,355 +19	+0.4%	+$3.09K	0.33%	27
2025 Q4	$1.04M	Buy	5,336 +21	+0.4%	+$5K	0.44%	26
2025 Q3	$1.49M	Sell	5,315 -5,737	-52%	-$1.46M	0.64%	24
2025 Q2	$2.42M	Hold	11,052	–	–	1.05%	17
2025 Q1	$1.55M	Hold	11,052	–	–	0.77%	19
2024 Q4	$1.84M	Hold	11,052	–	–	0.91%	18
2024 Q3	$1.88M	Hold	11,052	–	–	0.95%	19
2024 Q2	$1.56M	Hold	11,052	–	–	0.86%	20
2024 Q1	$1.39M	Hold	11,052	–	–	0.79%	22
2023 Q4	$1.17M	Hold	11,052	–	–	0.72%	22
2023 Q3	$1.17M	Hold	11,052	–	–	0.79%	21
2023 Q2	$1.32M	Hold	11,052	–	–	0.8%	21
2023 Q1	$1.03M	Sell	11,052 -4	-0%	-$351	0.71%	20
2022 Q4	$904K	Hold	11,056	–	–	0.66%	21
2022 Q3	$675K	Hold	11,056	–	–	0.54%	25
2022 Q2	$772K	Hold	11,056	–	–	0.63%	24
2022 Q1	$915K	Hold	11,056	–	–	0.68%	18
2021 Q4	$964K	Buy	+11,056	New	+$1.04M	0.7%	20

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Boyd Wealth Management increased its Oracle (ORCL) stake by 0.15% in Q2 2026, buying an estimated $1.45K and bringing the position to 5,363 shares worth $786K. The position accounts for 0.3% of the portfolio, ranked #30.

Boyd Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.42M in Q2 2025. 719 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Boyd Wealth Management held 5,363 shares of Oracle worth $786K as of Q2 2026.
Boyd Wealth Management bought 8 Oracle shares in Q2 2026, an estimated $1.45K.
Oracle made up 0.3% of Boyd Wealth Management's portfolio in Q2 2026, its #30 holding.
Boyd Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Boyd Wealth Management's Oracle position peaked at $2.42M in Q2 2025.
719 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.