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Red Door Wealth Management’s Oracle ORCL Stock Holding History

Red Door 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 		$1.97M Sell
13,441
-204
-1% -$37K 0.18% 85
2026
Q1 		$2.01M Buy
13,645
+1,071
+9% +$174K 0.21% 83
2025
Q4 		$2.45M Buy
12,574
+297
+2% +$70.7K 0.26% 73
2025
Q3 		$3.45M Buy
12,277
+3,819
+45% +$973K 0.37% 63
2025
Q2 		$1.85M Buy
8,458
+2,754
+48% +$445K 0.22% 75
2025
Q1 		$797K Buy
5,704
+363
+7% +$59.1K 0.12% 103
2024
Q4 		$890K Buy
5,341
+139
+3% +$24.7K 0.14% 99
2024
Q3 		$886K Hold
5,202
– – 0.15% 90
2024
Q2 		$735K Buy
5,202
+115
+2% +$14.3K 0.13% 99
2024
Q1 		$639K Sell
5,087
-1,359
-21% -$156K 0.12% 101
2023
Q4 		$680K Buy
6,446
+1,104
+21% +$120K 0.15% 96
2023
Q3 		$566K Sell
5,342
-907
-15% -$105K 0.14% 97
2023
Q2 		$744K Buy
6,249
+1,353
+28% +$140K 0.17% 96
2023
Q1 		$455K Buy
+4,896
New +$429K 0.14% 94
2021
Q3 		– Sell
-1,555
Closed -$121K – 461
2021
Q2 		$121K Buy
+1,555
New +$122K 0.05% 189
2020
Q3 		– Sell
-1,485
Closed -$82K – 311
2020
Q2 		$82K Hold
1,485
– – 0.06% 153
2020
Q1 		$71K Buy
+1,485
New +$76.6K 0.07% 147

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

Red Door Wealth Management's ORCL Position: Q2 2026 in Review

Red Door Wealth Management reduced its Oracle (ORCL) stake by 1.5% in Q2 2026, selling an estimated $37K and leaving 13,441 shares worth $1.97M. The position accounts for 0.18% of the portfolio, ranked #85.

Red Door Wealth Management first reported a position in ORCL in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.45M in Q3 2025. 1,566 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Red Door Wealth Management held 13,441 shares of Oracle worth $1.97M as of Q2 2026.
  • Red Door Wealth Management sold 204 Oracle shares in Q2 2026, an estimated $37K.
  • Oracle made up 0.18% of Red Door Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Red Door Wealth Management first reported a position in Oracle in Q1 2020 and has held it in 17 quarters since.
  • Red Door Wealth Management's Oracle position peaked at $3.45M in Q3 2025.
  • 1,566 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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