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BXM Wealth’s Oracle ORCL Stock Holding History

BXM Wealth’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 		$1.23M Buy
8,380
+1,258
+18% +$228K 0.67% 35
2026
Q1 		$1.05M Sell
7,122
-76,095
-91% -$12.4M 0.81% 29
2025
Q4 		$1.33M Buy
83,217
+75,512
+980% +$18M 1.02% 22
2025
Q3 		$2.17M Buy
7,705
+1,098
+17% +$280K 2.05% 13
2025
Q2 		$1.44M Buy
6,607
+25
+0.4% +$4.04K 1.72% 18
2025
Q1 		$920K Sell
6,582
-25
-0.4% -$4.07K 1.11% 25
2024
Q4 		$1.1M Buy
+6,607
New +$1.17M 1.54% 21

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

BXM Wealth's ORCL Position: Q2 2026 in Review

BXM Wealth increased its Oracle (ORCL) stake by 18% in Q2 2026, buying an estimated $228K and bringing the position to 8,380 shares worth $1.23M. The position accounts for 0.67% of the portfolio, ranked #35.

BXM Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q3 2025. 1,162 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BXM Wealth held 8,380 shares of Oracle worth $1.23M as of Q2 2026.
  • BXM Wealth bought 1,258 Oracle shares in Q2 2026, an estimated $228K.
  • Oracle made up 0.67% of BXM Wealth's portfolio in Q2 2026, its #35 holding.
  • BXM Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's Oracle position peaked at $2.17M in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.