Maia Wealth’s Oracle ORCL Stock Holding History

Maia 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	$457K	Sell	3,120 -294	-9%	-$53.3K	0.07%	231
2026 Q1	$502K	Sell	3,414 -225	-6%	-$36.6K	0.08%	215
2025 Q4	$569K	Sell	3,639 -78	-2%	-$18.6K	0.1%	202
2025 Q3	$895K	Sell	3,717 -950	-20%	-$242K	0.15%	155
2025 Q2	$1.02M	Sell	4,667 -1,627	-26%	-$263K	0.19%	131
2025 Q1	$847K	Sell	6,294 -93	-1%	-$15.1K	0.19%	118
2024 Q4	$1.01M	Buy	6,387 +1,009	+19%	+$179K	0.22%	101
2024 Q3	$938K	Buy	5,378 +1,261	+31%	+$183K	0.23%	93
2024 Q2	$589K	Buy	+4,117	New	+$511K	0.18%	109
2023 Q4	$285K	Buy	+2,701	New	+$295K	0.12%	147

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Maia Wealth's ORCL Position: Q2 2026 in Review

Maia Wealth reduced its Oracle (ORCL) stake by 8.6% in Q2 2026, selling an estimated $53.3K and leaving 3,120 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #231.

Maia Wealth first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 1,378 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Maia Wealth held 3,120 shares of Oracle worth $457K as of Q2 2026.
Maia Wealth sold 294 Oracle shares in Q2 2026, an estimated $53.3K.
Oracle made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #231 holding.
Maia Wealth first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Oracle position peaked at $1.02M in Q2 2025.
1,378 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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