MWA
ORCL icon

Motive Wealth Advisors’s Oracle ORCL Stock Holding History

Motive 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 		$286K Buy
1,952
+65
+3% +$11.8K 0.12% 77
2026
Q1 		$278K Buy
1,887
+180
+11% +$29.3K 0.13% 69
2025
Q4 		$333K Sell
1,707
-120
-7% -$28.6K 0.14% 61
2025
Q3 		$514K Buy
1,827
+83
+5% +$21.1K 0.22% 45
2025
Q2 		$381K Buy
1,744
+226
+15% +$36.5K 0.17% 51
2025
Q1 		$212K Buy
1,518
+25
+2% +$4.07K 0.11% 66
2024
Q4 		$249K Buy
+1,493
New +$265K 0.13% 63

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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
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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Motive Wealth Advisors increased its Oracle (ORCL) stake by 3.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,952 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #77.

Motive Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $514K in Q3 2025. 902 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Motive Wealth Advisors held 1,952 shares of Oracle worth $286K as of Q2 2026.
  • Motive Wealth Advisors bought 65 Oracle shares in Q2 2026, an estimated $11.8K.
  • Oracle made up 0.12% of Motive Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Motive Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Motive Wealth Advisors's Oracle position peaked at $514K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.