Grant Private Wealth Management’s Oracle ORCL Stock Holding History

Grant Private 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	$918K	Buy	6,262 +1,639	+35%	+$297K	0.39%	54
2026 Q1	$680K	Buy	4,623 +1,883	+69%	+$306K	0.36%	64
2025 Q4	$534K	Buy	2,740 +77	+3%	+$18.3K	0.32%	68
2025 Q3	$749K	Buy	+2,663	New	+$678K	0.46%	43
2025 Q2	–	Sell	-2,145	Closed	-$300K	–	120
2025 Q1	$300K	Buy	2,145 +447	+26%	+$72.8K	0.32%	92
2024 Q4	$283K	Buy	+1,698	New	+$302K	0.31%	87

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Grant Private Wealth Management's ORCL Position: Q2 2026 in Review

Grant Private Wealth Management increased its Oracle (ORCL) stake by 35% in Q2 2026, buying an estimated $297K and bringing the position to 6,262 shares worth $918K. The position accounts for 0.39% of the portfolio, ranked #54.

Grant Private Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Grant Private Wealth Management held 6,262 shares of Oracle worth $918K as of Q2 2026.
Grant Private Wealth Management bought 1,639 Oracle shares in Q2 2026, an estimated $297K.
Oracle made up 0.39% of Grant Private Wealth Management's portfolio in Q2 2026, its #54 holding.
Grant Private Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.