Riverpoint Wealth Management Holdings’s Oracle ORCL Stock Holding History

Riverpoint Wealth Management Holdings’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	$360K	Sell	2,457 -11	-0.4%	-$1.99K	0.07%	52
2026 Q1	$363K	Buy	2,468 +7	+0.3%	+$1.14K	0.08%	52
2025 Q4	$480K	Buy	2,461 +5	+0.2%	+$1.19K	0.1%	44
2025 Q3	$691K	Sell	2,456 -344	-12%	-$87.6K	0.15%	38
2025 Q2	$612K	Buy	2,800 +10	+0.4%	+$1.61K	0.14%	40
2025 Q1	$390K	Buy	2,790 +6	+0.2%	+$977	0.1%	46
2024 Q4	$464K	Buy	2,784 +6	+0.2%	+$1.07K	0.12%	42
2024 Q3	$473K	Buy	2,778 +8	+0.3%	+$1.16K	0.12%	41
2024 Q2	$391K	Buy	2,770 +10	+0.4%	+$1.24K	0.11%	42
2024 Q1	$347K	Buy	2,760 +9	+0.3%	+$1.03K	0.1%	42
2023 Q4	$290K	Buy	2,751 +11	+0.4%	+$1.2K	0.09%	42
2023 Q3	$290K	Buy	2,740 +10	+0.4%	+$1.16K	0.1%	43
2023 Q2	$325K	Buy	2,730 +11	+0.4%	+$1.14K	0.1%	41
2023 Q1	$253K	Buy	2,719 +10	+0.4%	+$877	0.09%	45
2022 Q4	$221K	Sell	2,709 -2,796	-51%	-$212K	0.08%	46
2022 Q3	$336K	Buy	5,505 +11	+0.2%	+$805	0.14%	35
2022 Q2	$384K	Buy	5,494 +11	+0.2%	+$805	0.15%	35
2022 Q1	$454K	Buy	5,483 +9	+0.2%	+$729	0.16%	35
2021 Q4	$477K	Sell	5,474 -6	-0.1%	-$563	0.16%	34
2021 Q3	$477K	Buy	5,480 +6	+0.1%	+$530	0.17%	40
2021 Q2	$426K	Buy	5,474 +22	+0.4%	+$1.72K	0.12%	64
2021 Q1	$383K	Buy	5,452 +9	+0.2%	+$583	0.12%	62
2020 Q4	$352K	Buy	5,443 +11	+0.2%	+$655	0.11%	65
2020 Q3	$324K	Buy	5,432 +11	+0.2%	+$625	0.12%	62
2020 Q2	$300K	Sell	5,421 -2,488	-31%	-$132K	0.12%	60
2020 Q1	$382K	Sell	7,909 -201	-2%	-$10.4K	0.19%	45
2019 Q4	$430K	Buy	8,110 +986	+14%	+$54.3K	0.17%	51
2019 Q3	$392K	Buy	7,124 +17	+0.2%	+$939	0.17%	45
2019 Q2	$405K	Buy	7,107 +18	+0.3%	+$974	0.18%	43
2019 Q1	$381K	Sell	7,089 -1,233	-15%	-$62.8K	0.18%	41
2018 Q4	$377K	Buy	8,322 +150	+2%	+$7.19K	0.21%	40
2018 Q3	$421K	Buy	8,172 +167	+2%	+$8.11K	0.21%	35
2018 Q2	$353K	Buy	8,005 +162	+2%	+$7.46K	0.2%	38
2018 Q1	$359K	Buy	7,843 +527	+7%	+$26.2K	0.22%	32
2017 Q4	$348K	Buy	7,316 +146	+2%	+$7.16K	0.22%	33
2017 Q3	$348K	Buy	7,170 +137	+2%	+$6.82K	0.23%	33
2017 Q2	$349K	Buy	7,033 +17	+0.2%	+$775	0.25%	28
2017 Q1	$314K	Buy	7,016 +1,608	+30%	+$67K	0.24%	27
2016 Q4	$216K	Buy	+5,408	New	+$212K	0.18%	38

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings's ORCL Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings reduced its Oracle (ORCL) stake by 0.45% in Q2 2026, selling an estimated $1.99K and leaving 2,457 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #52.

Riverpoint Wealth Management Holdings first reported a position in ORCL in Q4 2016 and has held it in 39 quarters since. The position peaked at $691K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Riverpoint Wealth Management Holdings held 2,457 shares of Oracle worth $360K as of Q2 2026.
Riverpoint Wealth Management Holdings sold 11 Oracle shares in Q2 2026, an estimated $1.99K.
Oracle made up 0.07% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #52 holding.
Riverpoint Wealth Management Holdings first reported a position in Oracle in Q4 2016 and has held it in 39 quarters since.
Riverpoint Wealth Management Holdings's Oracle position peaked at $691K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.