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Integris Wealth Management’s Oracle ORCL Stock Holding History

Integris 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 		$278K Buy
1,894
+152
+9% +$27.5K 0.06% 110
2026
Q1 		$256K Sell
1,742
-34,997
-95% -$5.69M 0.06% 101
2025
Q4 		$7.16M Buy
36,739
+34,951
+1,955% +$8.32M 1.63% 16
2025
Q3 		$503K Buy
1,788
+106
+6% +$27K 0.12% 67
2025
Q2 		$368K Buy
+1,682
New +$272K 0.1% 77

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Integris Wealth Management's ORCL Position: Q2 2026 in Review

Integris Wealth Management increased its Oracle (ORCL) stake by 8.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,894 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #110.

Integris Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.16M in Q4 2025. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Integris Wealth Management held 1,894 shares of Oracle worth $278K as of Q2 2026.
  • Integris Wealth Management bought 152 Oracle shares in Q2 2026, an estimated $27.5K.
  • Oracle made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Integris Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Integris Wealth Management's Oracle position peaked at $7.16M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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