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Nvest Wealth Strategies’s Oracle ORCL Stock Holding History

Nvest Wealth Strategies’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 		$4.66K Hold
32
– – ﹤0.01% 156
2026
Q1 		$4.66K Sell
32
-11
-26% -$1.79K ﹤0.01% 152
2025
Q4 		$8.3K Buy
+43
New +$10.2K 0.01% 129

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's ORCL Position: Q2 2026 in Review

Nvest Wealth Strategies held its Oracle (ORCL) position steady in Q2 2026 at 32 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Nvest Wealth Strategies first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.3K in Q4 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Nvest Wealth Strategies held 32 shares of Oracle worth $4.66K as of Q2 2026.
  • Nvest Wealth Strategies left its Oracle share count unchanged in Q2 2026.
  • Oracle made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #156 holding.
  • Nvest Wealth Strategies first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Oracle position peaked at $8.3K in Q4 2025.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.