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Darwin Wealth Management’s Oracle ORCL Stock Holding History

Darwin Wealth Management’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 		$12.9K Buy
88
+23
+35% +$4.17K ﹤0.01% 364
2026
Q1 		$9.63K Buy
65
+25
+63% +$4.06K ﹤0.01% 363
2025
Q4 		$7.87K Sell
40
-75
-65% -$17.9K ﹤0.01% 399
2025
Q3 		$32.4K Buy
115
+65
+130% +$16.6K 0.01% 253
2025
Q2 		$11K Buy
50
+10
+25% +$1.61K ﹤0.01% 347
2025
Q1 		$6.67K Hold
40
– – ﹤0.01% 413
2024
Q4 		$6.67K Buy
+40
New +$7.11K ﹤0.01% 413
2020
Q2 		– Sell
-56,303
Closed -$2.72M – 565
2020
Q1 		$2.72M Buy
56,303
+3,948
+8% +$204K 0.87% 36
2019
Q4 		$2.77M Buy
52,355
+2,425
+5% +$133K 0.74% 59
2019
Q3 		$2.75M Buy
49,930
+2,252
+5% +$124K 0.81% 51
2019
Q2 		$2.72M Sell
47,678
-53
-0.1% -$2.87K 0.84% 47
2019
Q1 		$2.56M Buy
+47,731
New +$2.43M 0.84% 43
2018
Q1 		– Sell
-41,600
Closed -$1.97M – 148
2017
Q4 		$1.97M Buy
+41,600
New +$2.04M 0.84% 49
2017
Q3 		– Sell
-40,855
Closed -$2.05M – 117
2017
Q2 		$2.05M Sell
40,855
-2,347
-5% -$107K 1.13% 29
2017
Q1 		$1.93M Buy
43,202
+211
+0.5% +$8.79K 1.12% 35
2016
Q4 		$1.65M Buy
42,991
+14,025
+48% +$549K 1.11% 39
2016
Q3 		$1.14M Buy
28,966
+4,874
+20% +$199K 0.88% 49
2016
Q2 		$986K Buy
+24,092
New +$962K 0.84% 51

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

Darwin Wealth Management's ORCL Position: Q2 2026 in Review

Darwin Wealth Management increased its Oracle (ORCL) stake by 35% in Q2 2026, buying an estimated $4.17K and bringing the position to 88 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Darwin Wealth Management first reported a position in ORCL in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.77M in Q4 2019. 1,393 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Darwin Wealth Management held 88 shares of Oracle worth $12.9K as of Q2 2026.
  • Darwin Wealth Management bought 23 Oracle shares in Q2 2026, an estimated $4.17K.
  • Oracle made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Darwin Wealth Management first reported a position in Oracle in Q2 2016 and has held it in 18 quarters since.
  • Darwin Wealth Management's Oracle position peaked at $2.77M in Q4 2019.
  • 1,393 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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