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Old North State Wealth Management’s Oracle ORCL Stock Holding History

Old North State 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 		$414K Buy
2,826
+9
+0.3% +$1.63K 0.18% 85
2026
Q1 		$415K Buy
2,817
+252
+10% +$41K 0.19% 84
2025
Q4 		$500K Sell
2,565
-95
-4% -$22.6K 0.24% 74
2025
Q3 		$748K Buy
+2,660
New +$677K 0.35% 60

Other funds holding ORCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Old North State Wealth Management's ORCL Position: Q2 2026 in Review

Old North State Wealth Management increased its Oracle (ORCL) stake by 0.32% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,826 shares worth $414K. The position accounts for 0.18% of the portfolio, ranked #85.

Old North State Wealth Management first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $748K in Q3 2025. 1,718 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Old North State Wealth Management held 2,826 shares of Oracle worth $414K as of Q2 2026.
  • Old North State Wealth Management bought 9 Oracle shares in Q2 2026, an estimated $1.63K.
  • Oracle made up 0.18% of Old North State Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Old North State Wealth Management first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Old North State Wealth Management's Oracle position peaked at $748K in Q3 2025.
  • 1,718 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.