RWS
ORCL icon

Retirement Wealth Solutions’s Oracle ORCL Stock Holding History

Retirement Wealth Solutions’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 		$99.3K Sell
677
-11
-2% -$1.99K 0.05% 74
2026
Q1 		$101K Buy
688
+90
+15% +$14.6K 0.06% 64
2025
Q4 		$117K Sell
598
-98
-14% -$23.3K 0.07% 62
2025
Q3 		$196K Hold
696
– – 0.13% 49
2025
Q2 		$152K Buy
696
+98
+16% +$15.8K 0.11% 52
2025
Q1 		$83.6K Sell
598
-58
-9% -$9.44K 0.07% 60
2024
Q4 		$101K Buy
+656
New +$117K 0.09% 58

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Retirement Wealth Solutions's ORCL Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Oracle (ORCL) stake by 1.6% in Q2 2026, selling an estimated $1.99K and leaving 677 shares worth $99.3K. The position accounts for 0.05% of the portfolio, ranked #74.

Retirement Wealth Solutions first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Retirement Wealth Solutions held 677 shares of Oracle worth $99.3K as of Q2 2026.
  • Retirement Wealth Solutions sold 11 Oracle shares in Q2 2026, an estimated $1.99K.
  • Oracle made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #74 holding.
  • Retirement Wealth Solutions first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Oracle position peaked at $196K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.