Physician Wealth Advisors’s Oracle ORCL Stock Holding History

Physician Wealth Advisors’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	$303K	Buy	2,070 +128	+7%	+$23.2K	0.04%	158
2026 Q1	$286K	Buy	1,942 +682	+54%	+$111K	0.04%	155
2025 Q4	$246K	Sell	1,260 -438	-26%	-$104K	0.03%	167
2025 Q3	$478K	Sell	1,698 -128	-7%	-$32.6K	0.07%	111
2025 Q2	$399K	Sell	1,826 -27	-1%	-$4.36K	0.06%	118
2025 Q1	$259K	Sell	1,853 -93	-5%	-$15.1K	0.04%	150
2024 Q4	$324K	Buy	1,946 +283	+17%	+$50.3K	0.05%	131
2024 Q3	$290K	Hold	1,663	–	–	0.05%	137
2024 Q2	$237K	Hold	1,663	–	–	0.04%	155
2024 Q1	$201K	Buy	+1,663	New	+$190K	0.04%	172

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

Physician Wealth Advisors's ORCL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Oracle (ORCL) stake by 6.6% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,070 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #158.

Physician Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $478K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Physician Wealth Advisors held 2,070 shares of Oracle worth $303K as of Q2 2026.
Physician Wealth Advisors bought 128 Oracle shares in Q2 2026, an estimated $23.2K.
Oracle made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Physician Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Physician Wealth Advisors's Oracle position peaked at $478K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.