MN Wealth Advisors’s Oracle ORCL Stock Holding History

MN 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	$332K	Buy	2,263 +23	+1%	+$4.17K	0.14%	100
2026 Q1	$330K	Buy	2,240 +210	+10%	+$34.1K	0.16%	94
2025 Q4	$396K	Buy	2,030 +57	+3%	+$13.6K	0.2%	76
2025 Q3	$555K	Buy	1,973 +22	+1%	+$5.6K	0.3%	65
2025 Q2	$427K	Buy	1,951 +92	+5%	+$14.9K	0.25%	73
2025 Q1	$260K	Sell	1,859 -30	-2%	-$4.88K	0.15%	92
2024 Q4	$315K	Buy	1,889 +130	+7%	+$23.1K	0.18%	79
2024 Q3	$300K	Sell	1,759 -121	-6%	-$17.5K	0.17%	77
2024 Q2	$266K	Buy	1,880 +86	+5%	+$10.7K	0.15%	87
2024 Q1	$225K	Buy	+1,794	New	+$205K	0.14%	84

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

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

MN Wealth Advisors increased its Oracle (ORCL) stake by 1% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,263 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #100.

MN Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $555K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MN Wealth Advisors held 2,263 shares of Oracle worth $332K as of Q2 2026.
MN Wealth Advisors bought 23 Oracle shares in Q2 2026, an estimated $4.17K.
Oracle made up 0.14% of MN Wealth Advisors's portfolio in Q2 2026, its #100 holding.
MN Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
MN Wealth Advisors's Oracle position peaked at $555K in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.