CWA Asset Management Group’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
$9.24M Buy
63,039
+441
+0.7% +$79.9K 0.28% 74
2026
Q1
$9.21M Sell
62,598
-4,738
-7% -$770K 0.31% 70
2025
Q4
$13.1M Sell
67,336
-3,440
-5% -$819K 0.47% 41
2025
Q3
$19.9M Sell
70,776
-1,747
-2% -$445K 0.74% 25
2025
Q2
$15.9M Sell
72,523
-5,785
-7% -$934K 0.67% 29
2025
Q1
$10.9M Sell
78,308
-4,726
-6% -$769K 0.52% 41
2024
Q4
$13.8M Sell
83,034
-497
-0.6% -$88.3K 0.7% 33
2024
Q3
$14.2M Buy
+83,531
New +$12.1M 0.76% 29
2024
Q1
$11.1M Buy
88,455
+71,998
+437% +$8.24M 0.68% 37
2023
Q4
$1.74M Buy
16,457
+10,444
+174% +$1.14M 0.12% 126
2023
Q3
$637K Buy
6,013
+912
+18% +$106K 0.05% 179
2023
Q2
$607K Sell
5,101
-1,814
-26% -$188K 0.04% 185
2023
Q1
$643K Sell
6,915
-17
-0.2% -$1.49K 0.05% 166
2022
Q4
$567K Sell
6,932
-4,457
-39% -$339K 0.05% 185
2022
Q3
$696K Buy
11,389
+2,953
+35% +$216K 0.07% 141
2022
Q2
$589K Buy
+8,436
New +$618K 0.06% 162
2020
Q1
Sell
-3,774
Closed -$200K 254
2019
Q4
$200K Buy
+3,774
New +$208K 0.03% 222
2019
Q3
Sell
-4,404
Closed -$251K 237
2019
Q2
$251K Sell
4,404
-281
-6% -$15.2K 0.04% 193
2019
Q1
$252K Buy
+4,685
New +$239K 0.05% 174

Other funds holding ORCL

CWA Asset Management Group's ORCL Position: Q2 2026 in Review

CWA Asset Management Group increased its Oracle (ORCL) stake by 0.7% in Q2 2026, buying an estimated $79.9K and bringing the position to 63,039 shares worth $9.24M. The position accounts for 0.28% of the portfolio, ranked #74.

CWA Asset Management Group first reported a position in ORCL in Q1 2019 and has held it in 19 quarters since. The position peaked at $19.9M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CWA Asset Management Group held 63,039 shares of Oracle worth $9.24M as of Q2 2026.
  • CWA Asset Management Group bought 441 Oracle shares in Q2 2026, an estimated $79.9K.
  • Oracle made up 0.28% of CWA Asset Management Group's portfolio in Q2 2026, its #74 holding.
  • CWA Asset Management Group first reported a position in Oracle in Q1 2019 and has held it in 19 quarters since.
  • CWA Asset Management Group's Oracle position peaked at $19.9M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.