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Peterson Wealth Services’s Oracle ORCL Stock Holding History

Peterson 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 		$3.85M Sell
26,258
-555
-2% -$101K 0.84% 34
2026
Q1 		$3.94M Buy
26,813
+562
+2% +$91.4K 0.97% 28
2025
Q4 		$5.12M Buy
26,251
+24,584
+1,475% +$5.85M 1.31% 19
2025
Q3 		$7.42M Sell
1,667
-24,809
-94% -$6.32M 1.83% 14
2025
Q2 		$5.79M Buy
26,476
+418
+2% +$67.5K 1.59% 18
2025
Q1 		$3.64M Buy
26,058
+17,230
+195% +$2.81M 1.13% 27
2024
Q4 		$1.47M Buy
+8,828
New +$1.57M 0.44% 53

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Peterson Wealth Services's ORCL Position: Q2 2026 in Review

Peterson Wealth Services reduced its Oracle (ORCL) stake by 2.1% in Q2 2026, selling an estimated $101K and leaving 26,258 shares worth $3.85M. The position accounts for 0.84% of the portfolio, ranked #34.

Peterson Wealth Services first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.42M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Peterson Wealth Services held 26,258 shares of Oracle worth $3.85M as of Q2 2026.
  • Peterson Wealth Services sold 555 Oracle shares in Q2 2026, an estimated $101K.
  • Oracle made up 0.84% of Peterson Wealth Services's portfolio in Q2 2026, its #34 holding.
  • Peterson Wealth Services first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Peterson Wealth Services's Oracle position peaked at $7.42M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.