Centerline Wealth Advisors’s Oracle ORCL Stock Holding History

Centerline Wealth 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	$287K	Buy	1,956 +1	+0.1%	+$181	0.09%	65
2026 Q1	$288K	Hold	1,955	–	–	0.1%	58
2025 Q4	$381K	Sell	1,955 -3	-0.2%	-$714	0.14%	45
2025 Q3	$551K	Buy	1,958 +230	+13%	+$58.6K	0.24%	32
2025 Q2	$378K	Sell	1,728 -3	-0.2%	-$484	0.19%	31
2025 Q1	$242K	Sell	1,731 -42	-2%	-$6.84K	0.14%	32
2024 Q4	$295K	Buy	+1,773	New	+$315K	0.17%	29

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centerline Wealth Advisors's ORCL Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Oracle (ORCL) stake by 0.05% in Q2 2026, buying an estimated $181 and bringing the position to 1,956 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #65.

Centerline Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Centerline Wealth Advisors held 1,956 shares of Oracle worth $287K as of Q2 2026.
Centerline Wealth Advisors bought 1 Oracle share in Q2 2026, an estimated $181.
Oracle made up 0.09% of Centerline Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Centerline Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Oracle position peaked at $551K in Q3 2025.
1,161 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.