EWM
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Empirical Wealth Management’s Oracle ORCL Stock Holding History

Empirical 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 		$7.71M Sell
52,606
-1,029
-2% -$186K 0.11% 122
2026
Q1 		$7.89M Sell
53,635
-2,918
-5% -$474K 0.14% 117
2025
Q4 		$11M Buy
56,553
+405
+0.7% +$96.4K 0.2% 89
2025
Q3 		$15.8M Buy
56,148
+314
+0.6% +$80K 0.32% 63
2025
Q2 		$12.2M Sell
55,834
-7,628
-12% -$1.23M 0.28% 70
2025
Q1 		$8.87M Sell
63,462
-37,532
-37% -$6.11M 0.23% 90
2024
Q4 		$16.8M Buy
100,994
+1,187
+1% +$211K 0.46% 41
2024
Q3 		$17M Buy
99,807
+4,923
+5% +$713K 0.48% 38
2024
Q2 		$13.4M Buy
94,884
+1,663
+2% +$207K 0.4% 54
2024
Q1 		$11.7M Buy
93,221
+11,839
+15% +$1.36M 0.35% 56
2023
Q4 		$8.58M Buy
81,382
+3,166
+4% +$346K 0.29% 69
2023
Q3 		$8.28M Buy
78,216
+9,044
+13% +$1.05M 0.32% 67
2023
Q2 		$8.24M Buy
69,172
+43,144
+166% +$4.46M 0.33% 62
2023
Q1 		$2.42M Buy
26,028
+175
+0.7% +$15.3K 0.1% 129
2022
Q4 		$2.11M Sell
25,853
-792
-3% -$60.2K 0.1% 131
2022
Q3 		$1.63M Buy
26,645
+769
+3% +$56.3K 0.09% 146
2022
Q2 		$1.81M Sell
25,876
-57,789
-69% -$4.23M 0.09% 137
2022
Q1 		$6.92M Buy
83,665
+17,464
+26% +$1.41M 0.35% 52
2021
Q4 		$5.77M Buy
66,201
+16,926
+34% +$1.59M 0.29% 61
2021
Q3 		$4.29M Buy
49,275
+205
+0.4% +$18.1K 0.24% 74
2021
Q2 		$3.82M Buy
49,070
+4,829
+11% +$378K 0.23% 72
2021
Q1 		$3.1M Buy
44,241
+33,517
+313% +$2.17M 0.25% 69
2020
Q4 		$694K Buy
10,724
+498
+5% +$29.6K 0.05% 197
2020
Q3 		$610K Hold
10,226
– – 0.05% 187
2020
Q2 		$565K Sell
10,226
-1,532
-13% -$81.2K 0.05% 191
2020
Q1 		$568K Sell
11,758
-604
-5% -$31.2K 0.06% 165
2019
Q4 		$655K Sell
12,362
-89
-0.7% -$4.9K 0.07% 157
2019
Q3 		$685K Sell
12,451
-346
-3% -$19.1K 0.08% 136
2019
Q2 		$729K Buy
12,797
+1,896
+17% +$103K 0.1% 121
2019
Q1 		$585K Sell
10,901
-263
-2% -$13.4K 0.09% 130
2018
Q4 		$504K Buy
11,164
+735
+7% +$35.2K 0.09% 119
2018
Q3 		$538K Sell
10,429
-168
-2% -$8.16K 0.1% 114
2018
Q2 		$467K Sell
10,597
-276
-3% -$12.7K 0.09% 112
2018
Q1 		$497K Buy
10,873
+1,029
+10% +$51.2K 0.1% 100
2017
Q4 		$465K Buy
9,844
+1,501
+18% +$73.6K 0.1% 93
2017
Q3 		$403K Buy
8,343
+186
+2% +$9.26K 0.09% 94
2017
Q2 		$409K Buy
8,157
+2,873
+54% +$131K 0.1% 92
2017
Q1 		$236K Buy
+5,284
New +$220K 0.06% 118

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

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

Empirical Wealth Management reduced its Oracle (ORCL) stake by 1.9% in Q2 2026, selling an estimated $186K and leaving 52,606 shares worth $7.71M. The position accounts for 0.11% of the portfolio, ranked #122.

Empirical Wealth Management first reported a position in ORCL in Q1 2017 and has held it in 38 quarters since. The position peaked at $17M in Q3 2024. 1,459 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Empirical Wealth Management held 52,606 shares of Oracle worth $7.71M as of Q2 2026.
  • Empirical Wealth Management sold 1,029 Oracle shares in Q2 2026, an estimated $186K.
  • Oracle made up 0.11% of Empirical Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Empirical Wealth Management first reported a position in Oracle in Q1 2017 and has held it in 38 quarters since.
  • Empirical Wealth Management's Oracle position peaked at $17M in Q3 2024.
  • 1,459 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.