Martel Wealth Advisors’s Oracle ORCL Stock Holding History

Martel 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	–	Sell	-3,000	Closed	-$441K	–	71
2026 Q1	$441K	Hold	3,000	–	–	0.08%	49
2025 Q4	$585K	Hold	3,000	–	–	0.1%	40
2025 Q3	$844K	Hold	3,000	–	–	0.15%	32
2025 Q2	$656K	Hold	3,000	–	–	0.12%	37
2025 Q1	$419K	Hold	3,000	–	–	0.08%	48
2024 Q4	$500K	Buy	+3,000	New	+$533K	0.1%	42

Other funds holding ORCL

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,000 shares — an estimated $441K sold.

Martel Wealth Advisors first reported a position in ORCL in Q4 2024 and held it in 6 quarters. The position peaked at $844K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Martel Wealth Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 3,000 Oracle shares in Q2 2026, an estimated $441K.
Martel Wealth Advisors first reported a position in Oracle in Q4 2024 and held it in 6 quarters.
Martel Wealth Advisors's Oracle position peaked at $844K in Q3 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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