Petros Family Wealth’s Oracle ORCL Stock Holding History

Petros 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	$340K	Buy	+2,319	New	+$420K	0.21%	95
2026 Q1	–	Sell	-1,793	Closed	-$349K	–	146
2025 Q4	$349K	Sell	1,793 -1,109	-38%	-$264K	0.23%	97
2025 Q3	$816K	Sell	2,902 -272	-9%	-$69.3K	0.68%	41
2025 Q2	$694K	Sell	3,174 -151	-5%	-$24.4K	0.63%	45
2025 Q1	$465K	Buy	3,325 +328	+11%	+$53.4K	0.51%	59
2024 Q4	$499K	Buy	+2,997	New	+$532K	0.54%	52

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Petros Family Wealth opened a new position in Oracle (ORCL) in Q2 2026: 2,319 shares worth $340K. The stake represents 0.21% of the portfolio and ranks #95 among its holdings. This is a return to the name: Petros Family Wealth previously reported a position in ORCL as recently as Q4 2025.

Petros Family Wealth first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $816K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Petros Family Wealth held 2,319 shares of Oracle worth $340K as of Q2 2026.
Oracle was a new Petros Family Wealth position in Q2 2026.
Oracle made up 0.21% of Petros Family Wealth's portfolio in Q2 2026, its #95 holding.
Petros Family Wealth first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
Petros Family Wealth's Oracle position peaked at $816K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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