Eagle Wealth Strategies’s Oracle ORCL Stock Holding History

Eagle Wealth Strategies’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	$659K	Sell	4,495 -27	-0.6%	-$4.89K	0.25%	39
2026 Q1	$665K	Buy	4,522 +229	+5%	+$37.2K	0.29%	35
2025 Q4	$837K	Buy	4,293 +40	+0.9%	+$9.52K	0.39%	28
2025 Q3	$1.2M	Buy	4,253 +261	+7%	+$66.5K	0.6%	21
2025 Q2	$873K	Hold	3,992	–	–	0.49%	23
2025 Q1	$558K	Sell	3,992 -18	-0.4%	-$2.93K	0.34%	35
2024 Q4	$668K	Sell	4,010 -67	-2%	-$11.9K	0.48%	24
2024 Q3	$695K	Buy	4,077 +1,886	+86%	+$273K	0.51%	24
2024 Q2	$309K	Hold	2,191	–	–	0.25%	63
2024 Q1	$275K	Sell	2,191 -147	-6%	-$16.8K	0.22%	73
2023 Q4	$246K	Buy	+2,338	New	+$255K	0.15%	81

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Eagle Wealth Strategies's ORCL Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Oracle (ORCL) stake by 0.6% in Q2 2026, selling an estimated $4.89K and leaving 4,495 shares worth $659K. The position accounts for 0.25% of the portfolio, ranked #39.

Eagle Wealth Strategies first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Eagle Wealth Strategies held 4,495 shares of Oracle worth $659K as of Q2 2026.
Eagle Wealth Strategies sold 27 Oracle shares in Q2 2026, an estimated $4.89K.
Oracle made up 0.25% of Eagle Wealth Strategies's portfolio in Q2 2026, its #39 holding.
Eagle Wealth Strategies first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's Oracle position peaked at $1.2M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.