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Cooke Wealth Management’s Oracle ORCL Stock Holding History

Cooke 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 		$1.05M Hold
7,139
– – 0.86% 21
2026
Q1 		$1.05M Hold
7,139
– – 0.93% 20
2025
Q4 		$1.38M Buy
+7,139
New +$1.7M 1.21% 20

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Cooke Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 7,139 shares worth $1.05M. The position accounts for 0.86% of the portfolio, ranked #21.

Cooke Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 2,022 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cooke Wealth Management held 7,139 shares of Oracle worth $1.05M as of Q2 2026.
  • Cooke Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.86% of Cooke Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Cooke Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Cooke Wealth Management's Oracle position peaked at $1.38M in Q4 2025.
  • 2,022 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.