Core Wealth Partners’s Oracle ORCL Stock Holding History

Core Wealth Partners’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	$1.35M	Sell	9,181 -1,484	-14%	-$269K	0.57%	48
2026 Q1	$1.57M	Buy	10,665 +129	+1%	+$21K	0.73%	39
2025 Q4	$2.05M	Buy	10,536 +1,696	+19%	+$404K	0.92%	32
2025 Q3	$2.49M	Sell	8,840 -192	-2%	-$48.9K	1.14%	23
2025 Q2	$1.97M	Buy	9,032 +2,107	+30%	+$340K	1%	31
2025 Q1	$968K	Buy	6,925 +869	+14%	+$141K	0.56%	45
2024 Q4	$1.01M	Buy	6,056 +608	+11%	+$108K	0.58%	47
2024 Q3	$928K	Buy	5,448 +1,364	+33%	+$198K	0.56%	47
2024 Q2	$577K	Buy	4,084 +823	+25%	+$102K	0.39%	60
2024 Q1	$410K	Buy	3,261 +17	+0.5%	+$1.95K	0.31%	68
2023 Q4	$342K	Buy	3,244 +202	+7%	+$22K	0.28%	72
2023 Q3	$322K	Sell	3,042 -198	-6%	-$22.9K	0.29%	72
2023 Q2	$386K	Buy	3,240 +152	+5%	+$15.7K	0.36%	62
2023 Q1	$287K	Buy	+3,088	New	+$271K	0.29%	72

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

Core Wealth Partners's ORCL Position: Q2 2026 in Review

Core Wealth Partners reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $269K and leaving 9,181 shares worth $1.35M. The position accounts for 0.57% of the portfolio, ranked #48.

Core Wealth Partners first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.49M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Core Wealth Partners held 9,181 shares of Oracle worth $1.35M as of Q2 2026.
Core Wealth Partners sold 1,484 Oracle shares in Q2 2026, an estimated $269K.
Oracle made up 0.57% of Core Wealth Partners's portfolio in Q2 2026, its #48 holding.
Core Wealth Partners first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
Core Wealth Partners's Oracle position peaked at $2.49M in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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