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Holos Integrated Wealth’s Oracle ORCL Stock Holding History

Holos Integrated Wealth’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 		$127K Hold
894
– – 0.06% 109
2026
Q1 		$128K Hold
894
– – 0.06% 105
2025
Q4 		$175K Hold
894
– – 0.1% 73
2025
Q3 		$262K Hold
894
– – 0.15% 53
2025
Q2 		$224K Hold
894
– – 0.13% 55
2025
Q1 		$125K Hold
894
– – 0.08% 76
2024
Q4 		$149K Buy
+894
New +$159K 0.1% 64

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

Holos Integrated Wealth's ORCL Position: Q2 2026 in Review

Holos Integrated Wealth held its Oracle (ORCL) position steady in Q2 2026 at 894 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #109.

Holos Integrated Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Holos Integrated Wealth held 894 shares of Oracle worth $127K as of Q2 2026.
  • Holos Integrated Wealth left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #109 holding.
  • Holos Integrated Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Oracle position peaked at $262K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.