CMH Wealth Management’s Oracle ORCL Stock Holding History

CMH Wealth Management’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	$238K	Sell	1,627 -216	-12%	-$39.1K	0.04%	113
2026 Q1	$271K	Buy	+1,843	New	+$300K	0.05%	107
2025 Q4	–	Sell	-1,754	Closed	-$493K	–	56
2025 Q3	$493K	Buy	+1,754	New	+$447K	0.11%	49
2018 Q3	–	Sell	-31,330	Closed	-$1.41M	–	61
2018 Q2	$1.41M	Sell	31,330 -2,735	-8%	-$126K	0.81%	44
2018 Q1	$1.53M	Buy	34,065 +465	+1%	+$23.1K	1.03%	37
2017 Q4	$1.57M	Buy	33,600 +65	+0.2%	+$3.19K	1.04%	37
2017 Q3	$1.64M	Buy	33,535 +190	+0.6%	+$9.45K	1.22%	30
2017 Q2	$1.66M	Sell	33,345 -190	-0.6%	-$8.66K	1.32%	31
2017 Q1	$1.48M	Sell	33,535 -305	-0.9%	-$12.7K	1.16%	35
2016 Q4	$1.32M	Buy	+33,840	New	+$1.32M	1.16%	35

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CMH Wealth Management's ORCL Position: Q2 2026 in Review

CMH Wealth Management reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $39.1K and leaving 1,627 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #113.

CMH Wealth Management first reported a position in ORCL in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2017. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

CMH Wealth Management held 1,627 shares of Oracle worth $238K as of Q2 2026.
CMH Wealth Management sold 216 Oracle shares in Q2 2026, an estimated $39.1K.
Oracle made up 0.04% of CMH Wealth Management's portfolio in Q2 2026, its #113 holding.
CMH Wealth Management first reported a position in Oracle in Q4 2016 and has held it in 10 quarters since.
CMH Wealth Management's Oracle position peaked at $1.66M in Q2 2017.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.