NWM
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Northwest Wealth Management’s Oracle ORCL Stock Holding History

Northwest Wealth Management’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 		$494K Buy
3,372
+23
+0.7% +$4.17K 0.07% 134
2026
Q1 		$493K Buy
3,349
+91
+3% +$14.8K 0.07% 126
2025
Q4 		$635K Sell
3,258
-545
-14% -$130K 0.1% 101
2025
Q3 		$1.07M Buy
3,803
+527
+16% +$134K 0.18% 69
2025
Q2 		$716K Buy
3,276
+84
+3% +$13.6K 0.13% 85
2025
Q1 		$446K Buy
3,192
+683
+27% +$111K 0.09% 103
2024
Q4 		$418K Buy
2,509
+109
+5% +$19.4K 0.09% 104
2024
Q3 		$409K Buy
2,400
+14
+0.6% +$2.03K 0.1% 105
2024
Q2 		$337K Buy
2,386
+12
+0.5% +$1.49K 0.09% 114
2024
Q1 		$298K Sell
2,374
-20
-0.8% -$2.29K 0.08% 127
2023
Q4 		$252K Buy
2,394
+27
+1% +$2.95K 0.08% 133
2023
Q3 		$251K Buy
2,367
+67
+3% +$7.75K 0.09% 128
2023
Q2 		$274K Buy
2,300
+10
+0.4% +$1.03K 0.1% 124
2023
Q1 		$213K Buy
+2,290
New +$201K 0.08% 142
2019
Q2 		– Sell
-1,795
Closed -$96K – 363
2019
Q1 		$96K Sell
1,795
-385
-18% -$19.6K 0.07% 165
2018
Q4 		$98K Sell
2,180
-11
-0.5% -$527 0.08% 146
2018
Q3 		$113K Hold
2,191
– – 0.08% 142
2018
Q2 		$97K Hold
2,191
– – 0.07% 154
2018
Q1 		$100K Buy
+2,191
New +$109K 0.07% 150

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Northwest Wealth Management's ORCL Position: Q2 2026 in Review

Northwest Wealth Management increased its Oracle (ORCL) stake by 0.69% in Q2 2026, buying an estimated $4.17K and bringing the position to 3,372 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #134.

Northwest Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Northwest Wealth Management held 3,372 shares of Oracle worth $494K as of Q2 2026.
  • Northwest Wealth Management bought 23 Oracle shares in Q2 2026, an estimated $4.17K.
  • Oracle made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Northwest Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 19 quarters since.
  • Northwest Wealth Management's Oracle position peaked at $1.07M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.