Independent Solutions Wealth Management’s Oracle ORCL Stock Holding History

Independent Solutions 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	$473K	Buy	3,228 +551	+21%	+$99.9K	0.06%	147
2026 Q1	$394K	Buy	2,677 +552	+26%	+$89.7K	0.06%	150
2025 Q4	$414K	Sell	2,125 -345	-14%	-$82.1K	0.08%	131
2025 Q3	$695K	Buy	2,470 +816	+49%	+$208K	0.12%	114
2025 Q2	$362K	Buy	+1,654	New	+$267K	0.07%	141
2025 Q1	–	Sell	-1,393	Closed	-$232K	–	183
2024 Q4	$232K	Buy	1,393 +119	+9%	+$21.1K	0.05%	161
2024 Q3	$217K	Buy	+1,274	New	+$185K	0.05%	155
2023 Q4	–	Sell	-3,436	Closed	-$364K	–	196
2023 Q3	$364K	Buy	3,436 +618	+22%	+$71.5K	0.09%	147
2023 Q2	$336K	Buy	2,818 +13	+0.5%	+$1.34K	0.08%	159
2023 Q1	$261K	Buy	+2,805	New	+$246K	0.08%	178

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

Independent Solutions Wealth Management's ORCL Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Oracle (ORCL) stake by 21% in Q2 2026, buying an estimated $99.9K and bringing the position to 3,228 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #147.

Independent Solutions Wealth Management first reported a position in ORCL in Q1 2023 and has held it in 10 quarters since. The position peaked at $695K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Independent Solutions Wealth Management held 3,228 shares of Oracle worth $473K as of Q2 2026.
Independent Solutions Wealth Management bought 551 Oracle shares in Q2 2026, an estimated $99.9K.
Oracle made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #147 holding.
Independent Solutions Wealth Management first reported a position in Oracle in Q1 2023 and has held it in 10 quarters since.
Independent Solutions Wealth Management's Oracle position peaked at $695K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.