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Connecticut Wealth Management’s Oracle ORCL Stock Holding History

Connecticut 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 		$1.63M Sell
11,100
-184
-2% -$33.3K 0.06% 120
2026
Q1 		$1.66M Sell
11,284
-1,242
-10% -$202K 0.07% 109
2025
Q4 		$2.44M Sell
12,526
-55
-0.4% -$13.1K 0.11% 91
2025
Q3 		$3.54M Buy
12,581
+9
+0.1% +$2.29K 0.16% 68
2025
Q2 		$2.75M Buy
12,572
+1
+0% +$161 0.13% 76
2025
Q1 		$1.76M Buy
12,571
+863
+7% +$141K 0.09% 107
2024
Q4 		$1.95M Sell
11,708
-152
-1% -$27K 0.1% 83
2024
Q3 		$2.02M Sell
11,860
-276
-2% -$40K 0.1% 104
2024
Q2 		$1.71M Buy
12,136
+454
+4% +$56.4K 0.09% 107
2024
Q1 		$1.47M Buy
11,682
+3
+0% +$343 0.08% 113
2023
Q4 		$1.23M Buy
11,679
+7,110
+156% +$776K 0.07% 124
2023
Q3 		$484K Buy
4,569
+1,765
+63% +$204K 0.03% 173
2023
Q2 		$334K Hold
2,804
– – 0.02% 194
2023
Q1 		$261K Buy
2,804
+1
+0% +$88 0.02% 214
2022
Q4 		$229K Buy
+2,803
New +$213K 0.02% 186

Other funds holding ORCL

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
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
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

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

Connecticut Wealth Management reduced its Oracle (ORCL) stake by 1.6% in Q2 2026, selling an estimated $33.3K and leaving 11,100 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #120.

Connecticut Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.54M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Connecticut Wealth Management held 11,100 shares of Oracle worth $1.63M as of Q2 2026.
  • Connecticut Wealth Management sold 184 Oracle shares in Q2 2026, an estimated $33.3K.
  • Oracle made up 0.06% of Connecticut Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Connecticut Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Connecticut Wealth Management's Oracle position peaked at $3.54M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.