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BSW Wealth Partners’s Oracle ORCL Stock Holding History

BSW Wealth Partners’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 		$1.18M Sell
8,081
-585
-7% -$106K 0.13% 92
2026
Q1 		$1.27M Buy
8,666
+685
+9% +$111K 0.16% 80
2025
Q4 		$1.56M Sell
7,981
-329
-4% -$78.3K 0.19% 66
2025
Q3 		$2.34M Sell
8,310
-215
-3% -$54.8K 0.29% 50
2025
Q2 		$1.86M Sell
8,525
-1,741
-17% -$281K 0.26% 55
2025
Q1 		$1.44M Sell
10,266
-284
-3% -$46.2K 0.22% 63
2024
Q4 		$1.76M Buy
10,550
+440
+4% +$78.2K 0.26% 55
2024
Q3 		$1.72M Sell
10,110
-164
-2% -$23.8K 0.26% 52
2024
Q2 		$1.45M Sell
10,274
-358
-3% -$44.5K 0.24% 53
2024
Q1 		$1.34M Buy
10,632
+754
+8% +$86.3K 0.23% 63
2023
Q4 		$1.04M Buy
9,878
+297
+3% +$32.4K 0.21% 70
2023
Q3 		$1.01M Buy
9,581
+261
+3% +$30.2K 0.23% 60
2023
Q2 		$1.11M Sell
9,320
-169
-2% -$17.5K 0.23% 59
2023
Q1 		$882K Buy
9,489
+574
+6% +$50.3K 0.18% 80
2022
Q4 		$729K Sell
8,915
-572
-6% -$43.5K 0.16% 88
2022
Q3 		$579K Sell
9,487
-6
-0.1% -$439 0.14% 96
2022
Q2 		$663K Buy
9,493
+442
+5% +$32.4K 0.16% 90
2022
Q1 		$749K Buy
9,051
+658
+8% +$53.3K 0.19% 84
2021
Q4 		$732K Buy
8,393
+302
+4% +$28.4K 0.18% 78
2021
Q3 		$705K Buy
8,091
+2,042
+34% +$180K 0.2% 65
2021
Q2 		$471K Buy
6,049
+732
+14% +$57.3K 0.13% 102
2021
Q1 		$373K Sell
5,317
-122
-2% -$7.9K 0.11% 113
2020
Q4 		$352K Buy
5,439
+1,609
+42% +$95.8K 0.11% 107
2020
Q3 		$229K Sell
3,830
-1,632
-30% -$92.7K 0.09% 123
2020
Q2 		$302K Buy
5,462
+83
+2% +$4.4K 0.1% 104
2020
Q1 		$260K Sell
5,379
-54
-1% -$2.79K 0.11% 92
2019
Q4 		$288K Buy
5,433
+332
+7% +$18.3K 0.1% 100
2019
Q3 		$281K Sell
5,101
-116
-2% -$6.41K 0.11% 79
2019
Q2 		$297K Buy
+5,217
New +$282K 0.11% 77
2018
Q4 		– Sell
-4,976
Closed -$257K – 127
2018
Q3 		$257K Buy
4,976
+200
+4% +$9.71K 0.1% 100
2018
Q2 		$210K Buy
+4,776
New +$220K 0.09% 84

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

BSW Wealth Partners's ORCL Position: Q2 2026 in Review

BSW Wealth Partners reduced its Oracle (ORCL) stake by 6.8% in Q2 2026, selling an estimated $106K and leaving 8,081 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #92.

BSW Wealth Partners first reported a position in ORCL in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.34M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BSW Wealth Partners held 8,081 shares of Oracle worth $1.18M as of Q2 2026.
  • BSW Wealth Partners sold 585 Oracle shares in Q2 2026, an estimated $106K.
  • Oracle made up 0.13% of BSW Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • BSW Wealth Partners first reported a position in Oracle in Q2 2018 and has held it in 31 quarters since.
  • BSW Wealth Partners's Oracle position peaked at $2.34M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.