Cove Private Wealth’s Oracle ORCL Stock Holding History

Cove Private Wealth’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	$1.74M	Buy	11,868 +1,118	+10%	+$203K	0.34%	55
2026 Q1	$1.58M	Sell	10,750 -100	-0.9%	-$16.3K	0.36%	53
2025 Q4	$2.11M	Sell	10,850 -2,400	-18%	-$571K	0.63%	38
2025 Q3	$3.73M	Buy	13,250 +10	+0.1%	+$2.55K	1.18%	17
2025 Q2	$2.89M	Buy	13,240 +65	+0.5%	+$10.5K	1.02%	20
2025 Q1	$1.84M	Buy	13,175 +25	+0.2%	+$4.07K	0.97%	27
2024 Q4	$2.19M	Hold	13,150	–	–	1.32%	19
2024 Q3	$2.24M	Hold	13,150	–	–	1.74%	14
2024 Q2	$1.86M	Hold	13,150	–	–	1.48%	16
2024 Q1	$1.65M	Hold	13,150	–	–	1.41%	20
2023 Q4	$1.39M	Buy	+13,150	New	+$1.44M	1.31%	23

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

Cove Private Wealth's ORCL Position: Q2 2026 in Review

Cove Private Wealth increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $203K and bringing the position to 11,868 shares worth $1.74M. The position accounts for 0.34% of the portfolio, ranked #55.

Cove Private Wealth first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.73M in Q3 2025. 1,612 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cove Private Wealth held 11,868 shares of Oracle worth $1.74M as of Q2 2026.
Cove Private Wealth bought 1,118 Oracle shares in Q2 2026, an estimated $203K.
Oracle made up 0.34% of Cove Private Wealth's portfolio in Q2 2026, its #55 holding.
Cove Private Wealth first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's Oracle position peaked at $3.73M in Q3 2025.
1,612 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.