Meriwether Wealth & Planning’s Oracle ORCL Stock Holding History

Meriwether Wealth & Planning’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	$867K	Sell	5,919 -440	-7%	-$79.7K	0.43%	45
2026 Q1	$935K	Buy	6,359 +1,140	+22%	+$185K	0.51%	37
2025 Q4	$1.02M	Buy	5,219 +309	+6%	+$73.6K	0.57%	34
2025 Q3	$1.38M	Sell	4,910 -4,931	-50%	-$1.26M	0.8%	21
2025 Q2	$2.15M	Sell	9,841 -96	-1%	-$15.5K	1.35%	15
2025 Q1	$1.39M	Sell	9,937 -1,188	-11%	-$193K	0.91%	21
2024 Q4	$1.85M	Buy	+11,125	New	+$1.98M	1.32%	14

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

Meriwether Wealth & Planning's ORCL Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Oracle (ORCL) stake by 6.9% in Q2 2026, selling an estimated $79.7K and leaving 5,919 shares worth $867K. The position accounts for 0.43% of the portfolio, ranked #45.

Meriwether Wealth & Planning first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q2 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Meriwether Wealth & Planning held 5,919 shares of Oracle worth $867K as of Q2 2026.
Meriwether Wealth & Planning sold 440 Oracle shares in Q2 2026, an estimated $79.7K.
Oracle made up 0.43% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #45 holding.
Meriwether Wealth & Planning first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Oracle position peaked at $2.15M in Q2 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.