Invenio Wealth Partners’s Oracle ORCL Stock Holding History

Invenio Wealth Partners’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	$529K	Sell	3,607 -43	-1%	-$7.79K	0.19%	58
2026 Q1	$537K	Buy	3,650 +49	+1%	+$7.96K	0.21%	52
2025 Q4	$702K	Buy	3,601 +134	+4%	+$31.9K	0.26%	46
2025 Q3	$975K	Sell	3,467 -349	-9%	-$88.9K	0.35%	40
2025 Q2	$834K	Sell	3,816 -484	-11%	-$78.2K	0.33%	39
2025 Q1	$601K	Sell	4,300 -350	-8%	-$57K	0.25%	46
2024 Q4	$775K	Buy	4,650 +115	+3%	+$20.4K	0.32%	44
2024 Q3	$773K	Buy	4,535 +110	+2%	+$15.9K	0.33%	39
2024 Q2	$625K	Buy	4,425 +484	+12%	+$60.1K	0.31%	44
2024 Q1	$495K	Buy	3,941 +984	+33%	+$113K	0.27%	48
2023 Q4	$312K	Buy	2,957 +363	+14%	+$39.6K	0.23%	65
2023 Q3	$275K	Buy	2,594 +443	+21%	+$51.3K	0.25%	68
2023 Q2	$256K	Buy	+2,151	New	+$222K	0.29%	65

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Invenio Wealth Partners's ORCL Position: Q2 2026 in Review

Invenio Wealth Partners reduced its Oracle (ORCL) stake by 1.2% in Q2 2026, selling an estimated $7.79K and leaving 3,607 shares worth $529K. The position accounts for 0.19% of the portfolio, ranked #58.

Invenio Wealth Partners first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $975K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Invenio Wealth Partners held 3,607 shares of Oracle worth $529K as of Q2 2026.
Invenio Wealth Partners sold 43 Oracle shares in Q2 2026, an estimated $7.79K.
Oracle made up 0.19% of Invenio Wealth Partners's portfolio in Q2 2026, its #58 holding.
Invenio Wealth Partners first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Invenio Wealth Partners's Oracle position peaked at $975K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.