PWP
ORCL icon

Precedent Wealth Partners’s Oracle ORCL Stock Holding History

Precedent Wealth Partners’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 		$273K Buy
1,864
+385
+26% +$69.8K 0.05% 179
2026
Q1 		$218K Buy
1,479
+33
+2% +$5.36K 0.04% 163
2025
Q4 		$282K Sell
1,446
-234
-14% -$55.7K 0.06% 153
2025
Q3 		$472K Buy
1,680
+301
+22% +$76.7K 0.1% 130
2025
Q2 		$301K Buy
+1,379
New +$223K 0.07% 147
2025
Q1 		– Sell
-1,276
Closed -$213K – 161
2024
Q4 		$213K Buy
1,276
+23
+2% +$4.09K 0.07% 146
2024
Q3 		$214K Buy
+1,253
New +$181K 0.07% 142

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Precedent Wealth Partners's ORCL Position: Q2 2026 in Review

Precedent Wealth Partners increased its Oracle (ORCL) stake by 26% in Q2 2026, buying an estimated $69.8K and bringing the position to 1,864 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #179.

Precedent Wealth Partners first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $472K in Q3 2025. 893 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Precedent Wealth Partners held 1,864 shares of Oracle worth $273K as of Q2 2026.
  • Precedent Wealth Partners bought 385 Oracle shares in Q2 2026, an estimated $69.8K.
  • Oracle made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #179 holding.
  • Precedent Wealth Partners first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Precedent Wealth Partners's Oracle position peaked at $472K in Q3 2025.
  • 893 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.