Curated Wealth Partners’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
$630K Buy
198,382
+194,744
+5,353% +$35.3M 0.08% 223
2026
Q1
$535K Buy
3,638
+985
+37% +$160K 0.07% 110
2025
Q4
$517K Sell
2,653
-64
-2% -$15.2K 0.06% 117
2025
Q3
$764K Buy
+2,717
New +$692K 0.09% 73

Other funds holding ORCL

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

Curated Wealth Partners increased its Oracle (ORCL) stake by 5,353% in Q2 2026, buying an estimated $35.3M and bringing the position to 198,382 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #223.

Curated Wealth Partners first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $764K in Q3 2025. 1,279 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Curated Wealth Partners held 198,382 shares of Oracle worth $630K as of Q2 2026.
  • Curated Wealth Partners bought 194,744 Oracle shares in Q2 2026, an estimated $35.3M.
  • Oracle made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Curated Wealth Partners first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's Oracle position peaked at $764K in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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