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Broadway Wealth Solutions’s Oracle ORCL Stock Holding History

Broadway Wealth Solutions’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 		$232K Hold
1,586
– – 0.11% 84
2026
Q1 		$233K Hold
1,586
– – 0.12% 85
2025
Q4 		$309K Hold
1,586
– – 0.17% 65
2025
Q3 		$446K Hold
1,586
– – 0.25% 33
2025
Q2 		$347K Sell
1,586
-93
-6% -$15K 0.22% 43
2025
Q1 		$235K Sell
1,679
-25
-1% -$4.07K 0.17% 75
2024
Q4 		$284K Buy
+1,704
New +$303K 0.22% 66

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Broadway Wealth Solutions's ORCL Position: Q2 2026 in Review

Broadway Wealth Solutions held its Oracle (ORCL) position steady in Q2 2026 at 1,586 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #84.

Broadway Wealth Solutions first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Broadway Wealth Solutions held 1,586 shares of Oracle worth $232K as of Q2 2026.
  • Broadway Wealth Solutions left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.11% of Broadway Wealth Solutions's portfolio in Q2 2026, its #84 holding.
  • Broadway Wealth Solutions first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Oracle position peaked at $446K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.