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Prevail Innovative Wealth Advisors’s Oracle ORCL Stock Holding History

Prevail Innovative 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 		$235K Buy
+1,602
New +$290K 0.04% 180
2026
Q1 		– Sell
-1,283
Closed -$250K – 217
2025
Q4 		$250K Buy
1,283
+25
+2% +$5.95K 0.04% 175
2025
Q3 		$354K Buy
1,258
+175
+16% +$44.6K 0.07% 179
2025
Q2 		$237K Buy
+1,083
New +$175K 0.05% 182

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ORCL Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,602 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in ORCL as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $354K in Q3 2025. 1,600 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 1,602 shares of Oracle worth $235K as of Q2 2026.
  • Oracle was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • Oracle made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Prevail Innovative Wealth Advisors's Oracle position peaked at $354K in Q3 2025.
  • 1,600 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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