PFG Private Wealth Management’s Oracle ORCL Stock Holding History

PFG 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	$390K	Buy	2,659 +92	+4%	+$16.7K	0.17%	50
2026 Q1	$378K	Buy	2,567 +734	+40%	+$119K	0.16%	44
2025 Q4	$357K	Buy	+1,833	New	+$436K	0.16%	47
2025 Q3	–	Sell	-1,906	Closed	-$417K	–	146
2025 Q2	$417K	Buy	1,906 +220	+13%	+$35.5K	0.21%	37
2025 Q1	$236K	Buy	+1,686	New	+$274K	0.13%	49

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

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

PFG Private Wealth Management increased its Oracle (ORCL) stake by 3.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,659 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #50.

PFG Private Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $417K in Q2 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

PFG Private Wealth Management held 2,659 shares of Oracle worth $390K as of Q2 2026.
PFG Private Wealth Management bought 92 Oracle shares in Q2 2026, an estimated $16.7K.
Oracle made up 0.17% of PFG Private Wealth Management's portfolio in Q2 2026, its #50 holding.
PFG Private Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
PFG Private Wealth Management's Oracle position peaked at $417K in Q2 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.