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Kaufman Rossin Wealth’s Oracle ORCL Stock Holding History

Kaufman Rossin 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 		$211K Buy
+1,464
New +$265K 0.1% 100
2025
Q4 		– Sell
-986
Closed -$277K – 174
2025
Q3 		$277K Buy
+986
New +$251K 0.15% 104

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Kaufman Rossin Wealth's ORCL Position: Q2 2026 in Review

Kaufman Rossin Wealth opened a new position in Oracle (ORCL) in Q2 2026: 1,464 shares worth $211K. The stake represents 0.1% of the portfolio and ranks #100 among its holdings. This is a return to the name: Kaufman Rossin Wealth previously reported a position in ORCL as recently as Q3 2025.

Kaufman Rossin Wealth first reported a position in ORCL in Q3 2025 and has held it in 2 quarters since. The position peaked at $277K in Q3 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kaufman Rossin Wealth held 1,464 shares of Oracle worth $211K as of Q2 2026.
  • Oracle was a new Kaufman Rossin Wealth position in Q2 2026.
  • Oracle made up 0.1% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #100 holding.
  • Kaufman Rossin Wealth first reported a position in Oracle in Q3 2025 and has held it in 2 quarters since.
  • Kaufman Rossin Wealth's Oracle position peaked at $277K in Q3 2025.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.