Forza Wealth Management’s Oracle ORCL Stock Holding History

Forza 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	$346K	Sell	2,364 -2,557	-52%	-$463K	0.11%	160
2026 Q1	$724K	Buy	4,921 +109	+2%	+$17.7K	0.25%	95
2025 Q4	$938K	Buy	4,812 +190	+4%	+$45.2K	0.34%	74
2025 Q3	$1.3M	Buy	4,622 +150	+3%	+$38.2K	0.5%	46
2025 Q2	$978K	Buy	4,472 +298	+7%	+$48.1K	0.4%	62
2025 Q1	$584K	Buy	4,174 +25	+0.6%	+$4.07K	0.26%	96
2024 Q4	$691K	Buy	4,149 +53	+1%	+$9.41K	0.32%	80
2024 Q3	$698K	Buy	4,096 +809	+25%	+$117K	0.32%	81
2024 Q2	$464K	Hold	3,287	–	–	0.24%	113
2024 Q1	$413K	Hold	3,287	–	–	0.21%	126
2023 Q4	$347K	Hold	3,287	–	–	0.19%	130
2023 Q3	$348K	Hold	3,287	–	–	0.18%	137
2023 Q2	$391K	Hold	3,287	–	–	0.2%	134
2023 Q1	$305K	Hold	3,287	–	–	0.16%	147
2022 Q4	$269K	Buy	+3,287	New	+$250K	0.18%	122

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

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

Forza Wealth Management reduced its Oracle (ORCL) stake by 52% in Q2 2026, selling an estimated $463K and leaving 2,364 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #160.

Forza Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Forza Wealth Management held 2,364 shares of Oracle worth $346K as of Q2 2026.
Forza Wealth Management sold 2,557 Oracle shares in Q2 2026, an estimated $463K.
Oracle made up 0.11% of Forza Wealth Management's portfolio in Q2 2026, its #160 holding.
Forza Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Oracle position peaked at $1.3M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.