NWF Advisory Services’s Oracle ORCL Stock Holding History

NWF Advisory Services’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	$636K	Sell	4,341 -947	-18%	-$172K	0.06%	187
2026 Q1	$778K	Buy	5,288 +2,224	+73%	+$362K	0.09%	156
2025 Q4	$597K	Buy	3,064 +209	+7%	+$49.8K	0.07%	182
2025 Q3	$803K	Buy	2,855 +259	+10%	+$66K	0.09%	156
2025 Q2	$568K	Buy	2,596 +153	+6%	+$24.7K	0.07%	190
2025 Q1	$342K	Buy	2,443 +208	+9%	+$33.9K	0.05%	227
2024 Q4	$372K	Sell	2,235 -200	-8%	-$35.5K	0.05%	178
2024 Q3	$415K	Buy	2,435 +240	+11%	+$34.8K	0.06%	193
2024 Q2	$310K	Buy	2,195 +453	+26%	+$56.3K	0.05%	215
2024 Q1	$219K	Buy	+1,742	New	+$199K	0.04%	265

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

NWF Advisory Services's ORCL Position: Q2 2026 in Review

NWF Advisory Services reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $172K and leaving 4,341 shares worth $636K. The position accounts for 0.06% of the portfolio, ranked #187.

NWF Advisory Services first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $803K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

NWF Advisory Services held 4,341 shares of Oracle worth $636K as of Q2 2026.
NWF Advisory Services sold 947 Oracle shares in Q2 2026, an estimated $172K.
Oracle made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #187 holding.
NWF Advisory Services first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
NWF Advisory Services's Oracle position peaked at $803K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.