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Prentice Wealth Management’s Oracle ORCL Stock Holding History

Prentice 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 		$766K Sell
5,224
-96
-2% -$17.4K 0.16% 64
2026
Q1 		$783K Buy
5,320
+76
+1% +$12.4K 0.18% 63
2025
Q4 		$1.02M Buy
5,244
+42
+0.8% +$10K 0.23% 50
2025
Q3 		$1.46M Sell
5,202
-424
-8% -$108K 0.36% 39
2025
Q2 		$1.23M Sell
5,626
-390
-6% -$63K 0.32% 40
2025
Q1 		$841K Buy
6,016
+82
+1% +$13.3K 0.24% 46
2024
Q4 		$989K Buy
5,934
+210
+4% +$37.3K 0.29% 43
2024
Q3 		$975K Sell
5,724
-37
-0.6% -$5.36K 0.29% 44
2024
Q2 		$813K Buy
5,761
+196
+4% +$24.3K 0.27% 47
2024
Q1 		$699K Buy
5,565
+199
+4% +$22.8K 0.24% 57
2023
Q4 		$566K Buy
5,366
+105
+2% +$11.5K 0.22% 57
2023
Q3 		$557K Buy
5,261
+7
+0.1% +$810 0.25% 46
2023
Q2 		$626K Buy
+5,254
New +$543K 0.28% 42
2022
Q3 		– Sell
-1,841
Closed -$129K – 149
2022
Q2 		$129K Sell
1,841
-1,051
-36% -$76.9K 0.13% 52
2022
Q1 		$238K Hold
2,892
– – 0.11% 90
2021
Q4 		$253K Sell
2,892
-59
-2% -$5.54K 0.12% 91
2021
Q3 		$257K Hold
2,951
– – 0.12% 86
2021
Q2 		$230K Sell
2,951
-200
-6% -$15.7K 0.12% 95
2021
Q1 		$221K Buy
+3,151
New +$204K 0.12% 81

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Prentice Wealth Management's ORCL Position: Q2 2026 in Review

Prentice Wealth Management reduced its Oracle (ORCL) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 5,224 shares worth $766K. The position accounts for 0.16% of the portfolio, ranked #64.

Prentice Wealth Management first reported a position in ORCL in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2025. 719 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Prentice Wealth Management held 5,224 shares of Oracle worth $766K as of Q2 2026.
  • Prentice Wealth Management sold 96 Oracle shares in Q2 2026, an estimated $17.4K.
  • Oracle made up 0.16% of Prentice Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Prentice Wealth Management first reported a position in Oracle in Q1 2021 and has held it in 19 quarters since.
  • Prentice Wealth Management's Oracle position peaked at $1.46M in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.