LifeGoal Wealth Advisors’s Oracle ORCL Stock Holding History

LifeGoal 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	$208K	Buy	+1,417	New	+$257K	0.1%	148

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

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

LifeGoal Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,417 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings.

1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

LifeGoal Wealth Advisors held 1,417 shares of Oracle worth $208K as of Q2 2026.
Oracle was a new LifeGoal Wealth Advisors position in Q2 2026.
Oracle made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #148 holding.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.