MA Private Wealth’s Oracle ORCL Stock Holding History

MA Private Wealth’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	$281K	Sell	1,919 -278	-13%	-$50.4K	0.04%	80
2026 Q1	$323K	Buy	2,197 +31	+1%	+$5.04K	0.05%	77
2025 Q4	$422K	Buy	+2,166	New	+$516K	0.07%	67
2022 Q2	–	Sell	-13,738	Closed	-$1.14M	–	80
2022 Q1	$1.14M	Buy	13,738 +1	+0%	+$81	0.21%	42
2021 Q4	$1.2M	Sell	13,737 -8	-0.1%	-$751	0.22%	43
2021 Q3	$1.2M	Buy	13,745 +100	+0.7%	+$8.83K	0.24%	43
2021 Q2	$1.06M	Buy	13,645 +1	+0%	+$78	0.21%	47
2021 Q1	$957K	Buy	+13,644	New	+$883K	0.2%	49
2020 Q4	–	Sell	-13,682	Closed	-$817K	–	81
2020 Q3	$817K	Hold	13,682	–	–	0.19%	47
2020 Q2	$756K	Buy	13,682 +1	+0%	+$53	0.19%	48
2020 Q1	$661K	Hold	13,681	–	–	0.19%	47
2019 Q4	$725K	Hold	13,681	–	–	0.22%	34
2019 Q3	$753K	Buy	13,681 +1	+0%	+$55	0.21%	45
2019 Q2	$779K	Hold	13,680	–	–	0.23%	47
2019 Q1	$735K	Buy	13,680 +1	+0%	+$51	0.23%	51
2018 Q4	$618K	Buy	+13,679	New	+$656K	0.23%	56

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

MA Private Wealth's ORCL Position: Q2 2026 in Review

MA Private Wealth reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $50.4K and leaving 1,919 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #80.

MA Private Wealth first reported a position in ORCL in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.2M in Q4 2021. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MA Private Wealth held 1,919 shares of Oracle worth $281K as of Q2 2026.
MA Private Wealth sold 278 Oracle shares in Q2 2026, an estimated $50.4K.
Oracle made up 0.04% of MA Private Wealth's portfolio in Q2 2026, its #80 holding.
MA Private Wealth first reported a position in Oracle in Q4 2018 and has held it in 16 quarters since.
MA Private Wealth's Oracle position peaked at $1.2M in Q4 2021.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.