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Cedar Cove Wealth Partners’s Oracle ORCL Stock Holding History

Cedar Cove 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 		$490K Buy
3,343
+536
+19% +$97.1K 0.23% 59
2026
Q1 		$413K Sell
2,807
-948
-25% -$154K 0.22% 64
2025
Q4 		$732K Buy
+3,755
New +$894K 0.38% 43

Other funds holding ORCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Cedar Cove Wealth Partners's ORCL Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its Oracle (ORCL) stake by 19% in Q2 2026, buying an estimated $97.1K and bringing the position to 3,343 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #59.

Cedar Cove Wealth Partners first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $732K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cedar Cove Wealth Partners held 3,343 shares of Oracle worth $490K as of Q2 2026.
  • Cedar Cove Wealth Partners bought 536 Oracle shares in Q2 2026, an estimated $97.1K.
  • Oracle made up 0.23% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Cedar Cove Wealth Partners first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Cedar Cove Wealth Partners's Oracle position peaked at $732K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.