NWWA
ORCL icon

New Wave Wealth Advisors’s Oracle ORCL Stock Holding History

New Wave 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 		– Sell
-1,456
Closed -$214K – 232
2026
Q1 		$214K Sell
1,456
-912
-39% -$148K 0.07% 178
2025
Q4 		$462K Sell
2,368
-2,522
-52% -$600K 0.17% 96
2025
Q3 		$1.38M Buy
4,890
+1,581
+48% +$403K 0.54% 39
2025
Q2 		$723K Buy
+3,309
New +$534K 0.31% 57
2025
Q1 		– Sell
-80
Closed -$13.3K – 507
2024
Q4 		$13.3K Buy
+80
New +$14.2K 0.01% 314

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

New Wave Wealth Advisors's ORCL Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,456 shares — an estimated $214K sold.

New Wave Wealth Advisors first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $1.38M in Q3 2025. 1,435 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,456 Oracle shares in Q2 2026, an estimated $214K.
  • New Wave Wealth Advisors first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • New Wave Wealth Advisors's Oracle position peaked at $1.38M in Q3 2025.
  • 1,435 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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