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Independent Wealth Network’s Oracle ORCL Stock Holding History

Independent Wealth Network’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 		$369K Buy
+2,519
New +$457K 0.09% 218
2026
Q1 		– Sell
-1,208
Closed -$235K – 333
2025
Q4 		$235K Sell
1,208
-118
-9% -$28.1K 0.07% 241
2025
Q3 		$373K Buy
1,326
+111
+9% +$28.3K 0.12% 185
2025
Q2 		$266K Buy
+1,215
New +$196K 0.1% 210

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

Independent Wealth Network's ORCL Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Oracle (ORCL) in Q2 2026: 2,519 shares worth $369K. The stake represents 0.09% of the portfolio and ranks #218 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in ORCL as recently as Q4 2025.

Independent Wealth Network first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $373K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Independent Wealth Network held 2,519 shares of Oracle worth $369K as of Q2 2026.
  • Oracle was a new Independent Wealth Network position in Q2 2026.
  • Oracle made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #218 holding.
  • Independent Wealth Network first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Independent Wealth Network's Oracle position peaked at $373K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.