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Dogwood Wealth Management’s Oracle ORCL Stock Holding History

Dogwood 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 		$42.4K Buy
289
+18
+7% +$3.26K 0.02% 175
2026
Q1 		$39.9K Sell
271
-2,583
-91% -$420K 0.02% 166
2025
Q4 		$556K Sell
2,854
-872
-23% -$208K 0.24% 64
2025
Q3 		$1.05M Sell
3,726
-1,293
-26% -$329K 0.48% 41
2025
Q2 		$1.18M Sell
5,019
-3,860
-43% -$623K 0.57% 38
2025
Q1 		$1.24M Buy
8,879
+868
+11% +$141K 0.65% 37
2024
Q4 		$1.34M Buy
8,011
+179
+2% +$31.8K 0.71% 38
2024
Q3 		$1.33M Buy
7,832
+317
+4% +$45.9K 0.77% 35
2024
Q2 		$1.06M Buy
7,515
+661
+10% +$82.1K 0.65% 35
2024
Q1 		$861K Buy
6,854
+514
+8% +$58.8K 0.58% 36
2023
Q4 		$668K Buy
+6,340
New +$692K 0.52% 37

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Dogwood Wealth Management increased its Oracle (ORCL) stake by 6.6% in Q2 2026, buying an estimated $3.26K and bringing the position to 289 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #175.

Dogwood Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2024. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Dogwood Wealth Management held 289 shares of Oracle worth $42.4K as of Q2 2026.
  • Dogwood Wealth Management bought 18 Oracle shares in Q2 2026, an estimated $3.26K.
  • Oracle made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Dogwood Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Oracle position peaked at $1.34M in Q4 2024.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.