QFW
ORCL icon

QTR Family Wealth’s Oracle ORCL Stock Holding History

QTR Family Wealth’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 		$1.37M Buy
9,336
+598
+7% +$108K 0.48% 44
2026
Q1 		$1.42M Buy
8,738
+1,516
+21% +$246K 0.59% 37
2025
Q4 		$1.15M Buy
7,222
+163
+2% +$38.8K 0.51% 41
2025
Q3 		$1.99M Buy
7,059
+478
+7% +$122K 0.94% 23
2025
Q2 		$1.44M Buy
6,581
+859
+15% +$139K 0.89% 30
2025
Q1 		$800K Buy
+5,722
New +$932K 0.6% 40

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

QTR Family Wealth's ORCL Position: Q2 2026 in Review

QTR Family Wealth increased its Oracle (ORCL) stake by 6.8% in Q2 2026, buying an estimated $108K and bringing the position to 9,336 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #44.

QTR Family Wealth first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.99M in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • QTR Family Wealth held 9,336 shares of Oracle worth $1.37M as of Q2 2026.
  • QTR Family Wealth bought 598 Oracle shares in Q2 2026, an estimated $108K.
  • Oracle made up 0.48% of QTR Family Wealth's portfolio in Q2 2026, its #44 holding.
  • QTR Family Wealth first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Oracle position peaked at $1.99M in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.