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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
2025
Q4 		– Sell
-4,000
Closed -$1.12M – 498
2025
Q3 		$1.12M Buy
+4,000
New +$1.02M 0.16% 149

Other funds holding ORCL

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
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. 1,474 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.
  • 1,474 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.