Fingerlakes Wealth Management’s Oracle ORCL Stock Holding History

Fingerlakes 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	$237K	Sell	1,617 -25	-2%	-$4.53K	0.13%	89
2026 Q1	$242K	Sell	1,642 -64	-4%	-$10.4K	0.16%	86
2025 Q4	$333K	Buy	1,706 +37	+2%	+$8.81K	0.21%	78
2025 Q3	$470K	Buy	1,669 +3	+0.2%	+$764	0.31%	63
2025 Q2	$364K	Buy	1,666 +66	+4%	+$10.7K	0.27%	70
2025 Q1	$224K	Sell	1,600 -111	-6%	-$18.1K	0.19%	81
2024 Q4	$285K	Buy	1,711 +4	+0.2%	+$711	0.23%	76
2024 Q3	$291K	Buy	1,707 +5	+0.3%	+$724	0.24%	76
2024 Q2	$240K	Buy	1,702 +6	+0.4%	+$745	0.22%	82
2024 Q1	$213K	Buy	+1,696	New	+$194K	0.21%	88

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Oracle (ORCL) stake by 1.5% in Q2 2026, selling an estimated $4.53K and leaving 1,617 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #89.

Fingerlakes Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $470K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Fingerlakes Wealth Management held 1,617 shares of Oracle worth $237K as of Q2 2026.
Fingerlakes Wealth Management sold 25 Oracle shares in Q2 2026, an estimated $4.53K.
Oracle made up 0.13% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #89 holding.
Fingerlakes Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Fingerlakes Wealth Management's Oracle position peaked at $470K in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.