McGlone Suttner Wealth Management’s Oracle ORCL Stock Holding History

McGlone Suttner 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	$431K	Buy	2,943 +569	+24%	+$103K	0.05%	141
2026 Q1	$349K	Buy	2,374 +1	+0%	+$163	0.05%	145
2025 Q4	$463K	Sell	2,373 -470	-17%	-$112K	0.06%	122
2025 Q3	$799K	Sell	2,843 -2	-0.1%	-$509	0.11%	86
2025 Q2	$622K	Sell	2,845 -793	-22%	-$128K	0.09%	97
2025 Q1	$509K	Sell	3,638 -1,127	-24%	-$183K	0.08%	112
2024 Q4	$794K	Buy	4,765 +218	+5%	+$38.7K	0.13%	75
2024 Q3	$775K	Buy	4,547 +907	+25%	+$131K	0.16%	72
2024 Q2	$384K	Sell	3,640 -184	-5%	-$22.9K	0.08%	101
2024 Q1	$480K	Buy	3,824 +184	+5%	+$21.1K	0.09%	98
2023 Q4	$384K	Buy	3,640 +1,480	+69%	+$162K	0.08%	101
2023 Q3	$229K	Buy	2,160 +209	+11%	+$24.2K	0.05%	129
2023 Q2	$232K	Buy	+1,951	New	+$202K	0.05%	132

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

McGlone Suttner Wealth Management's ORCL Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Oracle (ORCL) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 2,943 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #141.

McGlone Suttner Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $799K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

McGlone Suttner Wealth Management held 2,943 shares of Oracle worth $431K as of Q2 2026.
McGlone Suttner Wealth Management bought 569 Oracle shares in Q2 2026, an estimated $103K.
Oracle made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #141 holding.
McGlone Suttner Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
McGlone Suttner Wealth Management's Oracle position peaked at $799K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.