IVC Wealth Advisors’s Oracle ORCL Stock Holding History

IVC Wealth Advisors’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	$214K	Sell	1,461 -13	-0.9%	-$2.36K	0.08%	166
2026 Q1	$217K	Buy	1,474 +140	+10%	+$22.8K	0.09%	164
2025 Q4	$260K	Sell	1,334 -52	-4%	-$12.4K	0.11%	150
2025 Q3	$390K	Buy	1,386 +56	+4%	+$14.3K	0.17%	107
2025 Q2	$291K	Buy	+1,330	New	+$215K	0.14%	130
2025 Q1	–	Sell	-1,393	Closed	-$232K	–	163
2024 Q4	$232K	Sell	1,393 -83	-6%	-$14.7K	0.13%	140
2024 Q3	$252K	Sell	1,476 -101	-6%	-$14.6K	0.14%	139
2024 Q2	$223K	Buy	+1,577	New	+$196K	0.12%	150

Other funds holding ORCL

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

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 Stockholm, Sweden $35.1B AUM 47.76% 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 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IVC Wealth Advisors's ORCL Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Oracle (ORCL) stake by 0.88% in Q2 2026, selling an estimated $2.36K and leaving 1,461 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #166.

IVC Wealth Advisors first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $390K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

IVC Wealth Advisors held 1,461 shares of Oracle worth $214K as of Q2 2026.
IVC Wealth Advisors sold 13 Oracle shares in Q2 2026, an estimated $2.36K.
Oracle made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #166 holding.
IVC Wealth Advisors first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
IVC Wealth Advisors's Oracle position peaked at $390K in Q3 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.