Net Worth Advisory Group’s Oracle ORCL Stock Holding History

Net Worth Advisory Group’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	$776K	Buy	5,296 +652	+14%	+$118K	0.2%	124
2026 Q1	$683K	Sell	4,644 -377	-8%	-$61.3K	0.14%	155
2025 Q4	$979K	Buy	5,021 +4,071	+429%	+$969K	0.2%	90
2025 Q3	$267K	Sell	950 -19	-2%	-$4.84K	0.08%	326
2025 Q2	$212K	Buy	+969	New	+$156K	0.05%	391
2025 Q1	–	Sell	-5,612	Closed	-$935K	–	406
2024 Q4	$935K	Sell	5,612 -73	-1%	-$13K	0.28%	61
2024 Q3	$969K	Buy	+5,685	New	+$823K	0.29%	56

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Net Worth Advisory Group's ORCL Position: Q2 2026 in Review

Net Worth Advisory Group increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $118K and bringing the position to 5,296 shares worth $776K. The position accounts for 0.2% of the portfolio, ranked #124.

Net Worth Advisory Group first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $979K in Q4 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Net Worth Advisory Group held 5,296 shares of Oracle worth $776K as of Q2 2026.
Net Worth Advisory Group bought 652 Oracle shares in Q2 2026, an estimated $118K.
Oracle made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #124 holding.
Net Worth Advisory Group first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
Net Worth Advisory Group's Oracle position peaked at $979K in Q4 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.