MTC
ORCL icon

Matrix Trust Company’s Oracle ORCL Stock Holding History

Matrix Trust Company’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 		$25K Buy
173
+59
+52% +$10.7K ﹤0.01% 93
2026
Q1 		$17K Buy
+114
New +$18.5K ﹤0.01% 139

Other funds holding ORCL

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

Matrix Trust Company's ORCL Position: Q2 2026 in Review

Matrix Trust Company increased its Oracle (ORCL) stake by 52% in Q2 2026, buying an estimated $10.7K and bringing the position to 173 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Matrix Trust Company first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Matrix Trust Company held 173 shares of Oracle worth $25K as of Q2 2026.
  • Matrix Trust Company bought 59 Oracle shares in Q2 2026, an estimated $10.7K.
  • Oracle made up ﹤0.01% of Matrix Trust Company's portfolio in Q2 2026, its #93 holding.
  • Matrix Trust Company first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.