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Elevation Wealth Partners’s Oracle ORCL Stock Holding History

Elevation 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 		$42.3K Buy
289
+20
+7% +$3.63K 0.01% 347
2026
Q1 		$39.6K Buy
269
+20
+8% +$3.25K 0.01% 274
2025
Q4 		$48.6K Sell
249
-69
-22% -$16.4K 0.02% 243
2025
Q3 		$89.4K Buy
+318
New +$81K 0.03% 186

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

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

Elevation Wealth Partners increased its Oracle (ORCL) stake by 7.4% in Q2 2026, buying an estimated $3.63K and bringing the position to 289 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #347.

Elevation Wealth Partners first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $89.4K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Elevation Wealth Partners held 289 shares of Oracle worth $42.3K as of Q2 2026.
  • Elevation Wealth Partners bought 20 Oracle shares in Q2 2026, an estimated $3.63K.
  • Oracle made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #347 holding.
  • Elevation Wealth Partners first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Oracle position peaked at $89.4K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.