Morey & Quinn Wealth Partners’s Oracle ORCL Stock Holding History

Morey & Quinn Wealth Partners’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	$725K	Sell	4,944 -46	-0.9%	-$8.34K	0.47%	54
2026 Q1	$734K	Buy	4,990 +323	+7%	+$52.5K	0.52%	49
2025 Q4	$910K	Sell	4,667 -24	-0.5%	-$5.71K	0.65%	37
2025 Q3	$1.32M	Buy	4,691 +101	+2%	+$25.7K	0.97%	23
2025 Q2	$1M	Buy	4,590 +75	+2%	+$12.1K	0.8%	29
2025 Q1	$631K	Buy	4,515 +376	+9%	+$61.2K	0.52%	42
2024 Q4	$690K	Buy	+4,139	New	+$735K	0.59%	40

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

Morey & Quinn Wealth Partners's ORCL Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Oracle (ORCL) stake by 0.92% in Q2 2026, selling an estimated $8.34K and leaving 4,944 shares worth $725K. The position accounts for 0.47% of the portfolio, ranked #54.

Morey & Quinn Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Morey & Quinn Wealth Partners held 4,944 shares of Oracle worth $725K as of Q2 2026.
Morey & Quinn Wealth Partners sold 46 Oracle shares in Q2 2026, an estimated $8.34K.
Oracle made up 0.47% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #54 holding.
Morey & Quinn Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Oracle position peaked at $1.32M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.