Portside Wealth Group’s Oracle ORCL Stock Holding History

Portside Wealth Group’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	$5.39M	Sell	36,778 -2,469	-6%	-$447K	0.63%	30
2026 Q1	$5.77M	Sell	39,247 -14,459	-27%	-$2.35M	0.78%	24
2025 Q4	$10.5M	Sell	53,706 -2,949	-5%	-$702K	1.41%	12
2025 Q3	$15.9M	Sell	56,655 -7,789	-12%	-$1.98M	2.2%	6
2025 Q2	$14.1M	Sell	64,444 -3,832	-6%	-$619K	2.09%	5
2025 Q1	$9.55M	Buy	68,276 +6,338	+10%	+$1.03M	1.56%	8
2024 Q4	$10.3M	Buy	61,938 +9,633	+18%	+$1.71M	1.71%	7
2024 Q3	$8.91M	Buy	52,305 +31,021	+146%	+$4.49M	1.52%	9
2024 Q2	$3.01M	Sell	21,284 -324	-1%	-$40.2K	0.57%	44
2024 Q1	$2.71M	Sell	21,608 -436	-2%	-$49.9K	0.5%	54
2023 Q4	$2.32M	Sell	22,044 -466	-2%	-$50.9K	0.43%	64
2023 Q3	$2.39M	Buy	22,510 +1,640	+8%	+$190K	0.45%	61
2023 Q2	$2.49M	Buy	+20,870	New	+$2.16M	0.46%	57

Other funds holding ORCL

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Portside Wealth Group's ORCL Position: Q2 2026 in Review

Portside Wealth Group reduced its Oracle (ORCL) stake by 6.3% in Q2 2026, selling an estimated $447K and leaving 36,778 shares worth $5.39M. The position accounts for 0.63% of the portfolio, ranked #30.

Portside Wealth Group first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.9M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Portside Wealth Group held 36,778 shares of Oracle worth $5.39M as of Q2 2026.
Portside Wealth Group sold 2,469 Oracle shares in Q2 2026, an estimated $447K.
Oracle made up 0.63% of Portside Wealth Group's portfolio in Q2 2026, its #30 holding.
Portside Wealth Group first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Oracle position peaked at $15.9M in Q3 2025.
1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.