IFWM
ORCL icon

Institute for Wealth Management’s Oracle ORCL Stock Holding History

Institute for 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 		$2.18M Sell
14,851
-1,994
-12% -$361K 0.19% 106
2026
Q1 		$2.48M Buy
16,845
+273
+2% +$44.4K 0.26% 86
2025
Q4 		$3.23M Sell
16,572
-2,216
-12% -$528K 0.34% 60
2025
Q3 		$5.28M Sell
18,788
-199
-1% -$50.7K 0.55% 31
2025
Q2 		$4.15M Sell
18,987
-393
-2% -$63.5K 0.46% 40
2025
Q1 		$2.71M Sell
19,380
-671
-3% -$109K 0.35% 56
2024
Q4 		$3.34M Buy
20,051
+1,555
+8% +$276K 0.42% 45
2024
Q3 		$3.15M Sell
18,496
-1,324
-7% -$192K 0.4% 47
2024
Q2 		$2.8M Buy
19,820
+187
+1% +$23.2K 0.38% 52
2024
Q1 		$2.47M Sell
19,633
-370
-2% -$42.3K 0.32% 61
2023
Q4 		$2.11M Sell
20,003
-842
-4% -$91.9K 0.34% 69
2023
Q3 		$2.21M Buy
20,845
+381
+2% +$44.1K 0.4% 55
2023
Q2 		$2.44M Buy
20,464
+2,502
+14% +$259K 0.41% 53
2023
Q1 		$1.67M Sell
17,962
-199
-1% -$17.4K 0.32% 76
2022
Q4 		$1.48M Sell
18,161
-58
-0.3% -$4.41K 0.31% 84
2022
Q3 		$1.11M Sell
18,219
-36
-0.2% -$2.64K 0.25% 105
2022
Q2 		$1.27M Sell
18,255
-1,899
-9% -$139K 0.25% 102
2022
Q1 		$1.67M Sell
20,154
-56
-0.3% -$4.54K 0.27% 94
2021
Q4 		$1.76M Sell
20,210
-57
-0.3% -$5.35K 0.29% 83
2021
Q3 		$1.77M Buy
20,267
+281
+1% +$24.8K 0.31% 78
2021
Q2 		$1.56M Sell
19,986
-412
-2% -$32.3K 0.27% 92
2021
Q1 		$1.43M Sell
20,398
-172
-0.8% -$11.1K 0.27% 95
2020
Q4 		$1.33M Buy
20,570
+332
+2% +$19.8K 0.26% 97
2020
Q3 		$1.21M Buy
20,238
+434
+2% +$24.7K 0.28% 94
2020
Q2 		$1.09M Buy
19,804
+853
+5% +$45.2K 0.27% 98
2020
Q1 		$916K Sell
18,951
-46
-0.2% -$2.37K 0.28% 94
2019
Q4 		$1.01M Sell
18,997
-43
-0.2% -$2.37K 0.23% 119
2019
Q3 		$1.05M Sell
19,040
-2,024
-10% -$112K 0.26% 106
2019
Q2 		$1.2M Buy
21,064
+2,891
+16% +$156K 0.27% 109
2019
Q1 		$976K Sell
18,173
-1,723
-9% -$87.8K 0.21% 129
2018
Q4 		$898K Buy
19,896
+1,792
+10% +$85.9K 0.37% 82
2018
Q3 		$937K Sell
18,104
-1,700
-9% -$82.6K 0.32% 107
2018
Q2 		$865K Sell
19,804
-22
-0.1% -$1.01K 0.28% 122
2018
Q1 		$918K Sell
19,826
-128
-0.6% -$6.36K 0.27% 138
2017
Q4 		$949K Sell
19,954
-1,422
-7% -$69.8K 0.22% 139
2017
Q3 		$1.04M Buy
21,376
+2,357
+12% +$117K 0.34% 99
2017
Q2 		$957K Buy
+19,019
New +$867K 0.26% 126
2014
Q1 		– Sell
-94
Closed -$4K – 75
2013
Q4 		$4K Hold
94
– – ﹤0.01% 68
2013
Q3 		$3K Buy
+94
New +$3.05K ﹤0.01% 64

Other funds holding ORCL

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
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
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

Institute for Wealth Management's ORCL Position: Q2 2026 in Review

Institute for Wealth Management reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $361K and leaving 14,851 shares worth $2.18M. The position accounts for 0.19% of the portfolio, ranked #106.

Institute for Wealth Management first reported a position in ORCL in Q3 2013 and has held it in 39 quarters since. The position peaked at $5.28M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Institute for Wealth Management held 14,851 shares of Oracle worth $2.18M as of Q2 2026.
  • Institute for Wealth Management sold 1,994 Oracle shares in Q2 2026, an estimated $361K.
  • Oracle made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Institute for Wealth Management first reported a position in Oracle in Q3 2013 and has held it in 39 quarters since.
  • Institute for Wealth Management's Oracle position peaked at $5.28M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.