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Buttonwood Financial Advisors’s Oracle ORCL Stock Holding History

Buttonwood Financial Advisors’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 		$266K Sell
1,816
-64
-3% -$11.6K 0.08% 101
2026
Q1 		$277K Sell
1,880
-200
-10% -$32.5K 0.09% 97
2025
Q4 		$405K Buy
2,080
+1
+0% +$238 0.14% 81
2025
Q3 		$585K Sell
2,079
-202
-9% -$51.4K 0.2% 69
2025
Q2 		$499K Sell
2,281
-13
-0.6% -$2.1K 0.2% 72
2025
Q1 		$321K Sell
2,294
-45
-2% -$7.33K 0.14% 80
2024
Q4 		$390K Sell
2,339
-7
-0.3% -$1.24K 0.17% 78
2024
Q3 		$400K Buy
2,346
+17
+0.7% +$2.46K 0.17% 78
2024
Q2 		$329K Sell
2,329
-52
-2% -$6.46K 0.16% 84
2024
Q1 		$299K Sell
2,381
-78
-3% -$8.93K 0.14% 87
2023
Q4 		$259K Buy
2,459
+4
+0.2% +$437 0.14% 90
2023
Q3 		$260K Buy
2,455
+203
+9% +$23.5K 0.16% 92
2023
Q2 		$268K Buy
+2,252
New +$233K 0.17% 88

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Buttonwood Financial Advisors's ORCL Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Oracle (ORCL) stake by 3.4% in Q2 2026, selling an estimated $11.6K and leaving 1,816 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #101.

Buttonwood Financial Advisors first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $585K in Q3 2025. 904 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Buttonwood Financial Advisors held 1,816 shares of Oracle worth $266K as of Q2 2026.
  • Buttonwood Financial Advisors sold 64 Oracle shares in Q2 2026, an estimated $11.6K.
  • Oracle made up 0.08% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Buttonwood Financial Advisors first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • Buttonwood Financial Advisors's Oracle position peaked at $585K in Q3 2025.
  • 904 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.