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Lineweaver Wealth Advisors’s Oracle ORCL Stock Holding History

Lineweaver 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 		$230K Buy
1,572
+146
+10% +$26.5K 0.03% 169
2026
Q1 		$210K Sell
1,426
-10
-0.7% -$1.63K 0.03% 162
2025
Q4 		$280K Buy
1,436
+459
+47% +$109K 0.04% 160
2025
Q3 		$275K Sell
977
-10
-1% -$2.55K 0.04% 150
2025
Q2 		$216K Buy
+987
New +$159K 0.03% 152

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Lineweaver Wealth Advisors increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $26.5K and bringing the position to 1,572 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #169.

Lineweaver Wealth Advisors first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lineweaver Wealth Advisors held 1,572 shares of Oracle worth $230K as of Q2 2026.
  • Lineweaver Wealth Advisors bought 146 Oracle shares in Q2 2026, an estimated $26.5K.
  • Oracle made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Lineweaver Wealth Advisors first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Lineweaver Wealth Advisors's Oracle position peaked at $280K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.