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Olistico Wealth’s Oracle ORCL Stock Holding History

Olistico Wealth’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 		$180K Hold
1,229
– – 0.08% 105
2026
Q1 		$181K Sell
1,229
-50
-4% -$8.13K 0.09% 101
2025
Q4 		$249K Hold
1,279
– – 0.12% 87
2025
Q3 		$360K Buy
1,279
+255
+25% +$64.9K 0.19% 74
2025
Q2 		$224K Buy
1,024
+261
+34% +$42.1K 0.12% 88
2025
Q1 		$107K Buy
763
+2
+0.3% +$326 0.07% 122
2024
Q4 		$127K Hold
761
– – 0.07% 116
2024
Q3 		$130K Buy
761
+36
+5% +$5.21K 0.08% 112
2024
Q2 		$102K Buy
+725
New +$90K 0.07% 127

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Olistico Wealth's ORCL Position: Q2 2026 in Review

Olistico Wealth held its Oracle (ORCL) position steady in Q2 2026 at 1,229 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #105.

Olistico Wealth first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $360K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Olistico Wealth held 1,229 shares of Oracle worth $180K as of Q2 2026.
  • Olistico Wealth left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.08% of Olistico Wealth's portfolio in Q2 2026, its #105 holding.
  • Olistico Wealth first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Oracle position peaked at $360K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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