Private Wealth Management Group’s Oracle ORCL Stock Holding History

Private Wealth Management 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	$170K	Buy	1,160 +541	+87%	+$98K	0.04%	124
2026 Q1	$91.1K	Buy	619 +48	+8%	+$7.8K	0.02%	141
2025 Q4	$111K	Buy	571 +3	+0.5%	+$714	0.03%	119
2025 Q3	$160K	Buy	568 +6	+1%	+$1.53K	0.04%	98
2025 Q2	$123K	Buy	562 +6	+1%	+$969	0.04%	106
2025 Q1	$77.8K	Buy	556 +72	+15%	+$11.7K	0.03%	132
2024 Q4	$80.7K	Sell	484 -5	-1%	-$888	0.03%	131
2024 Q3	$83.3K	Buy	489 +7	+1%	+$1.01K	0.03%	120
2024 Q2	$68.1K	Sell	482 -307	-39%	-$38.1K	0.03%	132
2024 Q1	$99.1K	Hold	789	–	–	0.04%	99
2023 Q4	$83.2K	Buy	+789	New	+$86.1K	0.04%	110

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

Private Wealth Management Group's ORCL Position: Q2 2026 in Review

Private Wealth Management Group increased its Oracle (ORCL) stake by 87% in Q2 2026, buying an estimated $98K and bringing the position to 1,160 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #124.

Private Wealth Management Group first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. 1,460 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Private Wealth Management Group held 1,160 shares of Oracle worth $170K as of Q2 2026.
Private Wealth Management Group bought 541 Oracle shares in Q2 2026, an estimated $98K.
Oracle made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #124 holding.
Private Wealth Management Group first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
1,460 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.