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MinichMacGregor Wealth Management’s Oracle ORCL Stock Holding History

MinichMacGregor 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 		$330K Buy
+2,253
New +$408K 0.05% 106
2026
Q1 		– Sell
-1,185
Closed -$231K – 155
2025
Q4 		$231K Sell
1,185
-834
-41% -$199K 0.04% 123
2025
Q3 		$568K Buy
2,019
+928
+85% +$236K 0.11% 72
2025
Q2 		$238K Buy
+1,091
New +$176K 0.05% 110
2025
Q1 		– Sell
-2,022
Closed -$337K – 139
2024
Q4 		$337K Buy
2,022
+61
+3% +$10.8K 0.07% 90
2024
Q3 		$334K Buy
+1,961
New +$284K 0.07% 83
2023
Q1 		– Sell
-1,067
Closed -$87.2K – 467
2022
Q4 		$87.2K Buy
+1,067
New +$81.1K 0.03% 125
2020
Q2 		– Sell
-22,649
Closed -$1.2M – 97
2020
Q1 		$1.2M Buy
+22,649
New +$1.17M 1.08% 20
2019
Q1 		– Sell
-64,554
Closed -$3.12M – 101
2018
Q4 		$3.12M Buy
64,554
+63,769
+8,123% +$3.06M 2.14% 7
2018
Q3 		$40K Sell
785
-66
-8% -$3.21K 0.03% 136
2018
Q2 		$38K Buy
851
+1
+0.1% +$46 0.03% 129
2018
Q1 		$38K Buy
850
+51
+6% +$2.54K 0.03% 132
2017
Q4 		$37K Buy
799
+150
+23% +$7.36K 0.03% 130
2017
Q3 		$31K Buy
649
+121
+23% +$6.02K 0.03% 144
2017
Q2 		$26K Buy
528
+19
+4% +$866 0.02% 158
2017
Q1 		$22K Buy
509
+32
+7% +$1.33K 0.02% 173
2016
Q4 		$18K Buy
477
+1
+0.2% +$39 0.02% 188
2016
Q3 		$18K Buy
476
+1
+0.2% +$41 0.02% 194
2016
Q2 		$19K Buy
475
+2
+0.4% +$80 0.02% 182
2016
Q1 		$19K Buy
473
+3
+0.6% +$111 0.02% 181
2015
Q4 		$20K Buy
+470
New +$17.9K 0.02% 166

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MinichMacGregor Wealth Management's ORCL Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 2,253 shares worth $330K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in ORCL as recently as Q4 2025.

MinichMacGregor Wealth Management first reported a position in ORCL in Q4 2015 and has held it in 21 quarters since. The position peaked at $3.12M in Q4 2018. 1,330 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MinichMacGregor Wealth Management held 2,253 shares of Oracle worth $330K as of Q2 2026.
  • Oracle was a new MinichMacGregor Wealth Management position in Q2 2026.
  • Oracle made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #106 holding.
  • MinichMacGregor Wealth Management first reported a position in Oracle in Q4 2015 and has held it in 21 quarters since.
  • MinichMacGregor Wealth Management's Oracle position peaked at $3.12M in Q4 2018.
  • 1,330 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.