Midland Wealth Advisors’s Oracle ORCL Stock Holding History

Midland 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	$1.85M	Sell	12,615 -210	-2%	-$38.1K	0.09%	51
2026 Q1	$1.89M	Sell	12,825 -1,575	-11%	-$256K	0.1%	43
2025 Q4	$2.81M	Sell	14,400 -1,435	-9%	-$342K	0.15%	35
2025 Q3	$4.45M	Sell	15,835 -2,222	-12%	-$566K	0.24%	29
2025 Q2	$3.95M	Sell	18,057 -830	-4%	-$134K	0.22%	26
2025 Q1	$2.64M	Sell	18,887 -872	-4%	-$142K	0.16%	34
2024 Q4	$3.29M	Sell	19,759 -1,819	-8%	-$323K	0.2%	29
2024 Q3	$3.68M	Sell	21,578 -703	-3%	-$102K	0.22%	28
2024 Q2	$3.15M	Sell	22,281 -1,058	-5%	-$131K	0.19%	32
2024 Q1	$2.93M	Sell	23,339 -2,373	-9%	-$272K	0.18%	31
2023 Q4	$2.71M	Buy	+25,712	New	+$2.81M	0.19%	30

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Midland Wealth Advisors reduced its Oracle (ORCL) stake by 1.6% in Q2 2026, selling an estimated $38.1K and leaving 12,615 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #51.

Midland Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Midland Wealth Advisors held 12,615 shares of Oracle worth $1.85M as of Q2 2026.
Midland Wealth Advisors sold 210 Oracle shares in Q2 2026, an estimated $38.1K.
Oracle made up 0.09% of Midland Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Midland Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Oracle position peaked at $4.45M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.