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One Charles Private Wealth Services’s Oracle ORCL Stock Holding History

One Charles Private Wealth 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 		$566K Buy
3,862
+3
+0.1% +$544 0.13% 86
2026
Q1 		$568K Buy
3,859
+62
+2% +$10.1K 0.14% 82
2025
Q4 		$740K Sell
3,797
-369
-9% -$87.9K 0.19% 73
2025
Q3 		$1.17M Sell
4,166
-14
-0.3% -$3.56K 0.31% 57
2025
Q2 		$914K Buy
4,180
+376
+10% +$60.7K 0.26% 59
2025
Q1 		$532K Buy
3,804
+112
+3% +$18.2K 0.17% 71
2024
Q4 		$615K Buy
3,692
+28
+0.8% +$4.97K 0.21% 66
2024
Q3 		$624K Buy
3,664
+1
+0% +$145 0.24% 67
2024
Q2 		$517K Buy
3,663
+1
+0% +$124 0.22% 74
2024
Q1 		$460K Buy
3,662
+2
+0.1% +$229 0.2% 79
2023
Q4 		$386K Buy
3,660
+1
+0% +$109 0.2% 88
2023
Q3 		$388K Buy
3,659
+2
+0.1% +$232 0.23% 72
2023
Q2 		$436K Buy
3,657
+1
+0% +$103 0.25% 73
2023
Q1 		$340K Buy
3,656
+2
+0.1% +$175 0.21% 83
2022
Q4 		$299K Sell
3,654
-5
-0.1% -$380 0.19% 87
2022
Q3 		$223K Sell
3,659
-19
-0.5% -$1.39K 0.15% 109
2022
Q2 		$258K Buy
3,678
+307
+9% +$22.5K 0.17% 97
2022
Q1 		$279K Sell
3,371
-29
-0.9% -$2.35K 0.17% 91
2021
Q4 		$297K Buy
3,400
+6
+0.2% +$563 0.17% 95
2021
Q3 		$296K Buy
3,394
+2
+0.1% +$177 0.17% 84
2021
Q2 		$264K Buy
+3,392
New +$266K 0.18% 93

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

One Charles Private Wealth Services's ORCL Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Oracle (ORCL) stake by 0.08% in Q2 2026, buying an estimated $544 and bringing the position to 3,862 shares worth $566K. The position accounts for 0.13% of the portfolio, ranked #86.

One Charles Private Wealth Services first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.17M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • One Charles Private Wealth Services held 3,862 shares of Oracle worth $566K as of Q2 2026.
  • One Charles Private Wealth Services bought 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.13% of One Charles Private Wealth Services's portfolio in Q2 2026, its #86 holding.
  • One Charles Private Wealth Services first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
  • One Charles Private Wealth Services's Oracle position peaked at $1.17M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.