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Global Wealth Strategies & Associates’s Oracle ORCL Stock Holding History

Global Wealth Strategies & Associates’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
-620
Closed -$91.2K – 329
2026
Q1 		$91.2K Sell
620
-5
-0.8% -$813 0.02% 121
2025
Q4 		$122K Buy
+625
New +$149K 0.03% 87

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Global Wealth Strategies & Associates's ORCL Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Oracle (ORCL) in Q2 2026, closing a stake of 620 shares — an estimated $91.2K sold.

Global Wealth Strategies & Associates first reported a position in ORCL in Q4 2025 and held it in 2 quarters. The position peaked at $122K in Q4 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 620 Oracle shares in Q2 2026, an estimated $91.2K.
  • Global Wealth Strategies & Associates first reported a position in Oracle in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Oracle position peaked at $122K in Q4 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.