One Wealth Capital Management’s Oracle ORCL Stock Holding History

One Wealth Capital 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	$2.18M	Buy	14,876 +7,665	+106%	+$1.39M	0.61%	35
2026 Q1	$1.2M	Sell	7,211 -3,532	-33%	-$574K	0.52%	35
2025 Q4	$2.09M	Buy	10,743 +801	+8%	+$191K	0.89%	25
2025 Q3	$2.8M	Sell	9,942 -1,043	-9%	-$266K	1.25%	18
2025 Q2	$2.4M	Sell	10,985 -180	-2%	-$29.1K	1.13%	19
2025 Q1	$1.56M	Buy	11,165 +1,983	+22%	+$323K	0.84%	26
2024 Q4	$1.53M	Buy	+9,182	New	+$1.63M	0.78%	24

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

One Wealth Capital Management's ORCL Position: Q2 2026 in Review

One Wealth Capital Management increased its Oracle (ORCL) stake by 106% in Q2 2026, buying an estimated $1.39M and bringing the position to 14,876 shares worth $2.18M. The position accounts for 0.61% of the portfolio, ranked #35.

One Wealth Capital Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

One Wealth Capital Management held 14,876 shares of Oracle worth $2.18M as of Q2 2026.
One Wealth Capital Management bought 7,665 Oracle shares in Q2 2026, an estimated $1.39M.
Oracle made up 0.61% of One Wealth Capital Management's portfolio in Q2 2026, its #35 holding.
One Wealth Capital Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
One Wealth Capital Management's Oracle position peaked at $2.8M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.