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Foguth Wealth Management’s Oracle ORCL Stock Holding History

Foguth 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 		– Sell
-1,275
Closed -$288K – 222
2026
Q1 		$288K Buy
1,275
+225
+21% +$36.6K 0.03% 168
2025
Q4 		$205K Buy
+1,050
New +$250K 0.03% 170
2025
Q2 		$201K Buy
+921
New +$149K 0.04% 135

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Foguth Wealth Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,275 shares — an estimated $288K sold.

Foguth Wealth Management first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $288K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Foguth Wealth Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 1,275 Oracle shares in Q2 2026, an estimated $288K.
  • Foguth Wealth Management first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Foguth Wealth Management's Oracle position peaked at $288K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.