Paragon Private Wealth Management’s Oracle ORCL Stock Holding History

Paragon Private 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	$1.45M	Buy	9,878 +1,811	+22%	+$328K	0.38%	68
2026 Q1	$1.19M	Sell	8,067 -1,405	-15%	-$228K	0.37%	77
2025 Q4	$1.85M	Buy	9,472 +2,189	+30%	+$521K	0.57%	45
2025 Q3	$2.05M	Buy	7,283 +1,982	+37%	+$505K	0.67%	42
2025 Q2	$1.16M	Buy	5,301 +1,823	+52%	+$294K	0.46%	61
2025 Q1	$486K	Buy	3,478 +1,620	+87%	+$264K	0.23%	119
2024 Q4	$310K	Buy	1,858 +386	+26%	+$68.6K	0.14%	133
2024 Q3	$251K	Buy	+1,472	New	+$213K	0.12%	146

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

Paragon Private Wealth Management's ORCL Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $328K and bringing the position to 9,878 shares worth $1.45M. The position accounts for 0.38% of the portfolio, ranked #68.

Paragon Private Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q3 2025. 1,647 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Paragon Private Wealth Management held 9,878 shares of Oracle worth $1.45M as of Q2 2026.
Paragon Private Wealth Management bought 1,811 Oracle shares in Q2 2026, an estimated $328K.
Oracle made up 0.38% of Paragon Private Wealth Management's portfolio in Q2 2026, its #68 holding.
Paragon Private Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Paragon Private Wealth Management's Oracle position peaked at $2.05M in Q3 2025.
1,647 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.