Invictus Private Wealth’s Oracle ORCL Stock Holding History

Invictus Private Wealth’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	$550K	Buy	3,750 +124	+3%	+$22.5K	0.03%	61
2026 Q1	$533K	Buy	3,626 +90	+3%	+$14.6K	0.03%	57
2025 Q4	$689K	Sell	3,536 -39	-1%	-$9.29K	0.04%	47
2025 Q3	$1.01M	Hold	3,575	–	–	0.06%	41
2025 Q2	$782K	Hold	3,575	–	–	0.05%	44
2025 Q1	$500K	Hold	3,575	–	–	0.04%	54
2024 Q4	$596K	Hold	3,575	–	–	0.05%	52
2024 Q3	$609K	Buy	3,575 +36	+1%	+$5.21K	0.05%	47
2024 Q2	$500K	Sell	3,539 -61	-2%	-$7.58K	0.04%	52
2024 Q1	$452K	Sell	3,600 -260	-7%	-$29.8K	0.04%	56
2023 Q4	$407K	Sell	3,860 -37	-0.9%	-$4.04K	0.04%	63
2023 Q3	$413K	Sell	3,897 -2	-0.1%	-$232	0.05%	59
2023 Q2	$464K	Hold	3,899	–	–	0.05%	56
2023 Q1	$362K	Sell	3,899 -45	-1%	-$3.95K	0.04%	61
2022 Q4	$322K	Buy	+3,944	New	+$300K	0.04%	67

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

Invictus Private Wealth's ORCL Position: Q2 2026 in Review

Invictus Private Wealth increased its Oracle (ORCL) stake by 3.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 3,750 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #61.

Invictus Private Wealth first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Invictus Private Wealth held 3,750 shares of Oracle worth $550K as of Q2 2026.
Invictus Private Wealth bought 124 Oracle shares in Q2 2026, an estimated $22.5K.
Oracle made up 0.03% of Invictus Private Wealth's portfolio in Q2 2026, its #61 holding.
Invictus Private Wealth first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Invictus Private Wealth's Oracle position peaked at $1.01M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.