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LifeWealth Investments’s Oracle ORCL Stock Holding History

LifeWealth Investments’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 		$442K Buy
3,016
+1,215
+67% +$220K 0.12% 89
2026
Q1 		$265K Buy
1,801
+30
+2% +$4.88K 0.08% 120
2025
Q4 		$345K Sell
1,771
-2,484
-58% -$591K 0.11% 110
2025
Q3 		$1.2M Sell
4,255
-353
-8% -$89.9K 0.18% 84
2025
Q2 		$1.01M Buy
+4,608
New +$744K 0.17% 90

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

LifeWealth Investments's ORCL Position: Q2 2026 in Review

LifeWealth Investments increased its Oracle (ORCL) stake by 67% in Q2 2026, buying an estimated $220K and bringing the position to 3,016 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #89.

LifeWealth Investments first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2025. 2,501 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LifeWealth Investments held 3,016 shares of Oracle worth $442K as of Q2 2026.
  • LifeWealth Investments bought 1,215 Oracle shares in Q2 2026, an estimated $220K.
  • Oracle made up 0.12% of LifeWealth Investments's portfolio in Q2 2026, its #89 holding.
  • LifeWealth Investments first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • LifeWealth Investments's Oracle position peaked at $1.2M in Q3 2025.
  • 2,501 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.