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Laurel Oak Wealth Management’s Oracle ORCL Stock Holding History

Laurel Oak 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 		$1.3M Buy
8,855
+3,651
+70% +$662K 0.19% 99
2026
Q1 		$766K Sell
5,204
-408
-7% -$66.3K 0.13% 138
2025
Q4 		$1.09M Buy
+5,612
New +$1.34M 0.18% 98

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Laurel Oak Wealth Management's ORCL Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Oracle (ORCL) stake by 70% in Q2 2026, buying an estimated $662K and bringing the position to 8,855 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #99.

Laurel Oak Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Laurel Oak Wealth Management held 8,855 shares of Oracle worth $1.3M as of Q2 2026.
  • Laurel Oak Wealth Management bought 3,651 Oracle shares in Q2 2026, an estimated $662K.
  • Oracle made up 0.19% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Laurel Oak Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.