Institute for Wealth Management’s Oracle Corp Preferred Stock Series D ORCL.PRD Stock Holding History

Institute for Wealth Management’s Portfolio ORCL.PRD Stock Details ORCL.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57K	Buy	+35	New	+$1.88K	﹤0.01%	1621

Other funds holding ORCL.PRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Oracle Corp Preferred Stock Series D (ORCL.PRD) in Q2 2026: 35 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings.

48 funds tracked by Wall St. Rank hold ORCL.PRD as of Q2 2026.

Institute for Wealth Management held 35 shares of Oracle Corp Preferred Stock Series D worth $1.57K as of Q2 2026.
Oracle Corp Preferred Stock Series D was a new Institute for Wealth Management position in Q2 2026.
Oracle Corp Preferred Stock Series D made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1621 holding.
48 funds tracked by Wall St. Rank held Oracle Corp Preferred Stock Series D as of Q2 2026.

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