Integrated Wealth Concepts’s Oracle Corp Preferred Stock Series D ORCL.PRD Stock Holding History

Integrated Wealth Concepts’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	$1.08K	Buy	+24	New	+$1.29K	﹤0.01%	5518

Other funds holding ORCL.PRD

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AAI

Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Integrated Wealth Concepts's ORCL.PRD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Oracle Corp Preferred Stock Series D (ORCL.PRD) in Q2 2026: 24 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #5518 among its holdings.

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

Integrated Wealth Concepts held 24 shares of Oracle Corp Preferred Stock Series D worth $1.08K as of Q2 2026.
Oracle Corp Preferred Stock Series D was a new Integrated Wealth Concepts position in Q2 2026.
Oracle Corp Preferred Stock Series D made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5518 holding.
122 funds tracked by Wall St. Rank held Oracle Corp Preferred Stock Series D as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.