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Marks Group Wealth Management’s Oracle ORCL Stock Holding History

Marks Group Wealth Management’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 		$4.88M Sell
33,279
-16,757
-33% -$3.04M 0.42% 58
2026
Q1 		$7.36M Buy
50,036
+8,343
+20% +$1.36M 0.71% 37
2025
Q4 		$8.13M Buy
41,693
+25,983
+165% +$6.19M 0.78% 31
2025
Q3 		$4.42M Buy
15,710
+4,278
+37% +$1.09M 0.41% 88
2025
Q2 		$2.5M Sell
11,432
-1,607
-12% -$259K 0.23% 108
2025
Q1 		$1.82M Sell
13,039
-141
-1% -$23K 0.18% 128
2024
Q4 		$2.2M Sell
13,180
-202
-2% -$35.9K 0.22% 113
2024
Q3 		$2.28M Buy
13,382
+4
+0% +$579 0.22% 116
2024
Q2 		$1.89M Sell
13,378
-1,531
-10% -$190K 0.2% 124
2024
Q1 		$1.87M Sell
14,909
-780
-5% -$89.3K 0.2% 127
2023
Q4 		$1.65M Sell
15,689
-1,189
-7% -$130K 0.19% 134
2023
Q3 		$1.79M Sell
16,878
-1,178
-7% -$136K 0.22% 131
2023
Q2 		$2.15M Sell
18,056
-5,409
-23% -$559K 0.26% 120
2023
Q1 		$2.18M Buy
23,465
+1,327
+6% +$116K 0.28% 113
2022
Q4 		$1.81M Buy
22,138
+1,758
+9% +$134K 0.25% 120
2022
Q3 		$1.24M Buy
20,380
+2,319
+13% +$170K 0.19% 138
2022
Q2 		$1.26M Buy
18,061
+2,399
+15% +$176K 0.18% 141
2022
Q1 		$1.3M Buy
15,662
+3,116
+25% +$252K 0.16% 138
2021
Q4 		$1.1M Buy
12,546
+3,092
+33% +$290K 0.13% 163
2021
Q3 		$829K Buy
9,454
+1,710
+22% +$151K 0.11% 167
2021
Q2 		$599K Buy
7,744
+91
+1% +$7.12K 0.08% 170
2021
Q1 		$529K Buy
7,653
+390
+5% +$25.3K 0.08% 172
2020
Q4 		$470K Sell
7,263
-129
-2% -$7.68K 0.07% 176
2020
Q3 		$441K Buy
7,392
+127
+2% +$7.21K 0.08% 175
2020
Q2 		$399K Buy
7,265
+1,173
+19% +$62.1K 0.08% 173
2020
Q1 		$300K Buy
+6,092
New +$314K 0.08% 177

Other funds holding ORCL

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Marks Group Wealth Management's ORCL Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Oracle (ORCL) stake by 33% in Q2 2026, selling an estimated $3.04M and leaving 33,279 shares worth $4.88M. The position accounts for 0.42% of the portfolio, ranked #58.

Marks Group Wealth Management first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.13M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Marks Group Wealth Management held 33,279 shares of Oracle worth $4.88M as of Q2 2026.
  • Marks Group Wealth Management sold 16,757 Oracle shares in Q2 2026, an estimated $3.04M.
  • Oracle made up 0.42% of Marks Group Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Marks Group Wealth Management first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Oracle position peaked at $8.13M in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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