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Cypress Wealth Services’s Oracle ORCL Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-6,419
Closed -$383K – 442
2020
Q3 		$383K Buy
+6,419
New +$365K 0.1% 164

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's ORCL Position: Q2 2026 in Review

Cypress Wealth Services increased its Oracle (ORCL) stake by 2.6% in Q2 2026, buying an estimated $29.9K and bringing the position to 6,601 shares worth $967K. The position accounts for 0.12% of the portfolio, ranked #135.

Cypress Wealth Services first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.58M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cypress Wealth Services held 6,601 shares of Oracle worth $967K as of Q2 2026.
  • Cypress Wealth Services bought 165 Oracle shares in Q2 2026, an estimated $29.9K.
  • Oracle made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #135 holding.
  • Cypress Wealth Services first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Oracle position peaked at $1.58M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.