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Cyndeo Wealth Partners’s Oracle ORCL Stock Holding History

Cyndeo 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 		$17.2M Buy
117,650
+3,274
+3% +$593K 0.81% 27
2026
Q1 		$16.8M Buy
114,376
+12,582
+12% +$2.05M 0.89% 26
2025
Q4 		$19.8M Sell
101,794
-1,789
-2% -$426K 1.07% 20
2025
Q3 		$29.1M Sell
103,583
-2,919
-3% -$743K 1.62% 8
2025
Q2 		$23.3M Buy
106,502
+1,968
+2% +$318K 1.38% 10
2025
Q1 		$14.6M Buy
104,534
+30,166
+41% +$4.91M 0.96% 23
2024
Q4 		$12.4M Buy
74,368
+1,242
+2% +$221K 0.84% 30
2024
Q3 		$12.5M Sell
73,126
-3,043
-4% -$441K 0.87% 27
2024
Q2 		$10.8M Buy
76,169
+9,409
+14% +$1.17M 0.84% 26
2024
Q1 		$8.39M Sell
66,760
-2,240
-3% -$256K 0.7% 32
2023
Q4 		$7.27M Sell
69,000
-3,873
-5% -$423K 0.67% 35
2023
Q3 		$7.72M Buy
72,873
+8,475
+13% +$981K 0.8% 28
2023
Q2 		$7.67M Sell
64,398
-7,264
-10% -$751K 0.8% 31
2023
Q1 		$6.66M Buy
71,662
+63,660
+796% +$5.58M 0.72% 37
2022
Q4 		$654K Buy
+8,002
New +$608K 0.08% 192

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Oracle (ORCL) stake by 2.9% in Q2 2026, buying an estimated $593K and bringing the position to 117,650 shares worth $17.2M. The position accounts for 0.81% of the portfolio, ranked #27.

Cyndeo Wealth Partners first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.1M in Q3 2025. 1,394 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cyndeo Wealth Partners held 117,650 shares of Oracle worth $17.2M as of Q2 2026.
  • Cyndeo Wealth Partners bought 3,274 Oracle shares in Q2 2026, an estimated $593K.
  • Oracle made up 0.81% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Cyndeo Wealth Partners first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Oracle position peaked at $29.1M in Q3 2025.
  • 1,394 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.