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Revolve Wealth Partners’s Oracle ORCL Stock Holding History

Revolve Wealth Partners’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 		$975K Buy
6,651
+1,672
+34% +$303K 0.1% 107
2026
Q1 		$733K Sell
4,979
-645
-11% -$105K 0.1% 102
2025
Q4 		$1.1M Sell
5,624
-424
-7% -$101K 0.13% 87
2025
Q3 		$1.7M Buy
6,048
+347
+6% +$88.4K 0.2% 64
2025
Q2 		$1.25M Buy
5,701
+22
+0.4% +$3.55K 0.16% 70
2025
Q1 		$794K Buy
5,679
+261
+5% +$42.5K 0.11% 91
2024
Q4 		$903K Buy
5,418
+404
+8% +$71.8K 0.13% 85
2024
Q3 		$854K Sell
5,014
-45
-0.9% -$6.52K 0.13% 81
2024
Q2 		$714K Buy
5,059
+44
+0.9% +$5.46K 0.12% 86
2024
Q1 		$630K Buy
5,015
+1,563
+45% +$179K 0.11% 89
2023
Q4 		$364K Buy
3,452
+106
+3% +$11.6K 0.07% 114
2023
Q3 		$354K Buy
3,346
+1,296
+63% +$150K 0.08% 106
2023
Q2 		$244K Buy
+2,050
New +$212K 0.06% 123
2023
Q1 		– Sell
-2,543
Closed -$208K – 149
2022
Q4 		$208K Buy
+2,543
New +$193K 0.06% 135

Other funds holding ORCL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return