Omnia Family Wealth’s Oracle ORCL Stock Holding History

Omnia Family 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	$236K	Buy	+1,608	New	+$291K	0.06%	85
2026 Q1	–	Sell	-1,954	Closed	-$381K	–	105
2025 Q4	$381K	Buy	1,954 +5	+0.3%	+$1.19K	0.11%	63
2025 Q3	$548K	Buy	1,949 +165	+9%	+$42K	0.18%	45
2025 Q2	$390K	Buy	1,784 +251	+16%	+$40.5K	0.14%	50
2025 Q1	$214K	Buy	+1,533	New	+$250K	0.09%	84
2019 Q2	–	Sell	-394	Closed	-$21K	–	394
2019 Q1	$21K	Hold	394	–	–	0.01%	208
2018 Q4	$18K	Sell	394 -180	-31%	-$8.63K	0.01%	204
2018 Q3	$30K	Hold	574	–	–	0.01%	182
2018 Q2	$25K	Sell	574 -2,502	-81%	-$115K	0.01%	199
2018 Q1	$141K	Buy	3,076 +2,506	+440%	+$125K	0.06%	103
2017 Q4	$27K	Sell	570 -1,135	-67%	-$55.7K	0.01%	201
2017 Q3	$82K	Buy	1,705 +3	+0.2%	+$149	0.04%	127
2017 Q2	$85K	Sell	1,702 -2,217	-57%	-$101K	0.04%	126
2017 Q1	$175K	Sell	3,919 -82	-2%	-$3.41K	0.08%	94
2016 Q4	$154K	Buy	+4,001	New	+$156K	0.08%	98

Other funds holding ORCL

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

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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Omnia Family Wealth's ORCL Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in Oracle (ORCL) in Q2 2026: 1,608 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in ORCL as recently as Q4 2025.

Omnia Family Wealth first reported a position in ORCL in Q4 2016 and has held it in 15 quarters since. The position peaked at $548K in Q3 2025. 1,494 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Omnia Family Wealth held 1,608 shares of Oracle worth $236K as of Q2 2026.
Oracle was a new Omnia Family Wealth position in Q2 2026.
Oracle made up 0.06% of Omnia Family Wealth's portfolio in Q2 2026, its #85 holding.
Omnia Family Wealth first reported a position in Oracle in Q4 2016 and has held it in 15 quarters since.
Omnia Family Wealth's Oracle position peaked at $548K in Q3 2025.
1,494 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.