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Inspirion Wealth Advisors’s Oracle ORCL Stock Holding History

Inspirion Wealth Advisors’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 		$390K Sell
2,735
-13
-0.5% -$2.36K 0.04% 125
2026
Q1 		$404K Sell
2,748
-27
-1% -$4.39K 0.05% 115
2025
Q4 		$541K Buy
2,775
+227
+9% +$54K 0.07% 100
2025
Q3 		$434K Sell
2,548
-80
-3% -$20.4K 0.06% 103
2025
Q2 		$575K Hold
2,628
– – 0.08% 94
2025
Q1 		$367K Buy
2,628
+80
+3% +$13K 0.05% 111
2024
Q4 		$413K Hold
2,548
– – 0.06% 105
2024
Q3 		$434K Hold
2,548
– – 0.06% 103
2024
Q2 		$360K Buy
2,548
+1
+0% +$124 0.06% 106
2024
Q1 		$320K Hold
2,547
– – 0.05% 115
2023
Q4 		$265K Buy
2,547
+225
+10% +$24.6K 0.05% 118
2023
Q3 		$246K Hold
2,322
– – 0.05% 121
2023
Q2 		$277K Hold
2,322
– – 0.05% 114
2023
Q1 		$216K Sell
2,322
-225
-9% -$19.7K 0.04% 129
2022
Q4 		$208K Buy
+2,547
New +$194K 0.04% 120
2022
Q2 		– Sell
-2,697
Closed -$223K – 122
2022
Q1 		$223K Buy
+2,697
New +$218K 0.05% 100

Other funds holding ORCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Inspirion Wealth Advisors's ORCL Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Oracle (ORCL) stake by 0.47% in Q2 2026, selling an estimated $2.36K and leaving 2,735 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #125.

Inspirion Wealth Advisors first reported a position in ORCL in Q1 2022 and has held it in 16 quarters since. The position peaked at $575K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Inspirion Wealth Advisors held 2,735 shares of Oracle worth $390K as of Q2 2026.
  • Inspirion Wealth Advisors sold 13 Oracle shares in Q2 2026, an estimated $2.36K.
  • Oracle made up 0.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Inspirion Wealth Advisors first reported a position in Oracle in Q1 2022 and has held it in 16 quarters since.
  • Inspirion Wealth Advisors's Oracle position peaked at $575K in Q2 2025.
  • 1,718 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.