Coquina Private Wealth LLC’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Buy
2,651
+5
+0.2% +$906 0.26% 55
2026
Q1
$389K Buy
2,646
+138
+6% +$22.4K 0.31% 50
2025
Q4
$489K Buy
+2,508
New +$597K 0.39% 37

Other funds holding ORCL

Coquina Private Wealth LLC's ORCL Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Oracle (ORCL) stake by 0.19% in Q2 2026, buying an estimated $906 and bringing the position to 2,651 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #55.

Coquina Private Wealth LLC first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Coquina Private Wealth LLC held 2,651 shares of Oracle worth $388K as of Q2 2026.
  • Coquina Private Wealth LLC bought 5 Oracle shares in Q2 2026, an estimated $906.
  • Oracle made up 0.26% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #55 holding.
  • Coquina Private Wealth LLC first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Oracle position peaked at $489K in Q4 2025.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.