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Realta Investment Advisors’s Oracle ORCL Stock Holding History

Realta Investment 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 		$931K Buy
6,354
+4,760
+299% +$863K 0.29% 87
2026
Q1 		$235K Buy
1,594
+414
+35% +$67.3K 0.08% 184
2025
Q4 		$230K Sell
1,180
-4,335
-79% -$1.03M 0.08% 186
2025
Q3 		$1.55M Buy
5,515
+728
+15% +$185K 0.52% 44
2025
Q2 		$1.05M Sell
4,787
-287
-6% -$46.3K 0.41% 59
2025
Q1 		$709K Buy
5,074
+207
+4% +$33.7K 0.32% 75
2024
Q4 		$809K Sell
4,867
-88
-2% -$15.6K 0.33% 64
2024
Q3 		$873K Buy
4,955
+1,740
+54% +$252K 0.4% 60
2024
Q2 		$454K Sell
3,215
-401
-11% -$49.8K 0.09% 249
2024
Q1 		$454K Sell
3,616
-3,420
-49% -$391K 0.09% 248
2023
Q4 		$742K Buy
7,036
+3,559
+102% +$388K 0.17% 147
2023
Q3 		$414K Sell
3,477
-275
-7% -$31.8K 0.1% 239
2023
Q2 		$447K Buy
3,752
+515
+16% +$53.2K 0.1% 233
2023
Q1 		$301K Sell
3,237
-256
-7% -$22.4K 0.07% 288
2022
Q4 		$286K Buy
3,493
+137
+4% +$10.4K 0.07% 303
2022
Q3 		$205K Buy
3,356
+436
+15% +$31.9K 0.05% 356
2022
Q2 		$207K Sell
2,920
-2,159
-43% -$158K 0.05% 350
2022
Q1 		$420K Buy
5,079
+1,957
+63% +$158K 0.08% 243
2021
Q4 		$272K Sell
3,122
-125
-4% -$11.7K 0.06% 333
2021
Q3 		$283K Sell
3,247
-5
-0.2% -$442 0.07% 310
2021
Q2 		$253K Buy
3,252
+257
+9% +$20.1K 0.06% 324
2021
Q1 		$210K Buy
+2,995
New +$194K 0.06% 346
2020
Q1 		– Sell
-3,990
Closed -$224K – 1048
2019
Q4 		$224K Buy
3,990
+2,250
+129% +$124K 0.06% 312
2019
Q3 		$97K Sell
1,740
-835
-32% -$46.1K 0.03% 509
2019
Q2 		$148K Buy
2,575
+478
+23% +$25.9K 0.04% 395
2019
Q1 		$111K Buy
+2,097
New +$107K 0.05% 375

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

Realta Investment Advisors's ORCL Position: Q2 2026 in Review

Realta Investment Advisors increased its Oracle (ORCL) stake by 299% in Q2 2026, buying an estimated $863K and bringing the position to 6,354 shares worth $931K. The position accounts for 0.29% of the portfolio, ranked #87.

Realta Investment Advisors first reported a position in ORCL in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.55M in Q3 2025. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Realta Investment Advisors held 6,354 shares of Oracle worth $931K as of Q2 2026.
  • Realta Investment Advisors bought 4,760 Oracle shares in Q2 2026, an estimated $863K.
  • Oracle made up 0.29% of Realta Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Realta Investment Advisors first reported a position in Oracle in Q1 2019 and has held it in 26 quarters since.
  • Realta Investment Advisors's Oracle position peaked at $1.55M in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.