Kaydan Wealth Management’s Oracle ORCL Stock Holding History

Kaydan 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	$602K	Sell	4,110 -13	-0.3%	-$2.36K	0.18%	64
2026 Q1	$607K	Buy	4,123 +27	+0.7%	+$4.39K	0.2%	58
2025 Q4	$798K	Buy	4,096 +10	+0.2%	+$2.38K	0.23%	48
2025 Q3	$1.15M	Hold	4,086	–	–	0.33%	40
2025 Q2	$893K	Buy	4,086 +17	+0.4%	+$2.75K	0.29%	44
2025 Q1	$569K	Hold	4,069	–	–	0.18%	55
2024 Q4	$678K	Sell	4,069 -50	-1%	-$8.88K	0.23%	49
2024 Q3	$702K	Hold	4,119	–	–	0.21%	47
2024 Q2	$582K	Hold	4,119	–	–	0.21%	52
2024 Q1	$517K	Sell	4,119 -90	-2%	-$10.3K	0.18%	56
2023 Q4	$444K	Sell	4,209 -26	-0.6%	-$2.84K	0.18%	59
2023 Q3	$449K	Sell	4,235 -60	-1%	-$6.95K	0.18%	56
2023 Q2	$511K	Hold	4,295	–	–	0.21%	52
2023 Q1	$399K	Sell	4,295 -318	-7%	-$27.9K	0.16%	59
2022 Q4	$377K	Hold	4,613	–	–	0.15%	62
2022 Q3	$282K	Sell	4,613 -43	-0.9%	-$3.15K	0.16%	69
2022 Q2	$325K	Hold	4,656	–	–	0.18%	68
2022 Q1	$385K	Hold	4,656	–	–	0.17%	74
2021 Q4	$406K	Buy	+4,656	New	+$437K	0.15%	71

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

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

Kaydan Wealth Management reduced its Oracle (ORCL) stake by 0.32% in Q2 2026, selling an estimated $2.36K and leaving 4,110 shares worth $602K. The position accounts for 0.18% of the portfolio, ranked #64.

Kaydan Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Kaydan Wealth Management held 4,110 shares of Oracle worth $602K as of Q2 2026.
Kaydan Wealth Management sold 13 Oracle shares in Q2 2026, an estimated $2.36K.
Oracle made up 0.18% of Kaydan Wealth Management's portfolio in Q2 2026, its #64 holding.
Kaydan Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's Oracle position peaked at $1.15M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.