Rockline Wealth Management’s Oracle ORCL Stock Holding History

Rockline 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	$8.95M	Buy	61,080 +582	+1%	+$105K	1.71%	13
2026 Q1	$8.9M	Buy	60,498 +446	+0.7%	+$72.5K	1.93%	14
2025 Q4	$11.7M	Buy	60,052 +3,050	+5%	+$726K	2.39%	8
2025 Q3	$16M	Buy	57,002 +3,706	+7%	+$944K	3.32%	7
2025 Q2	$11.7M	Buy	53,296 +2,687	+5%	+$434K	2.76%	7
2025 Q1	$7.08M	Buy	50,609 +23,208	+85%	+$3.78M	1.97%	13
2024 Q4	$4.57M	Buy	27,401 +1,560	+6%	+$277K	1.22%	22
2024 Q3	$4.4M	Buy	25,841 +6,657	+35%	+$964K	1.24%	24
2024 Q2	$2.71M	Buy	19,184 +654	+4%	+$81.2K	0.84%	40
2024 Q1	$2.33M	Buy	18,530 +1,334	+8%	+$153K	0.81%	41
2023 Q4	$1.81M	Buy	+17,196	New	+$1.88M	0.75%	46

Other funds holding ORCL

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Rockline Wealth Management's ORCL Position: Q2 2026 in Review

Rockline Wealth Management increased its Oracle (ORCL) stake by 0.96% in Q2 2026, buying an estimated $105K and bringing the position to 61,080 shares worth $8.95M. The position accounts for 1.71% of the portfolio, ranked #13.

Rockline Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Rockline Wealth Management held 61,080 shares of Oracle worth $8.95M as of Q2 2026.
Rockline Wealth Management bought 582 Oracle shares in Q2 2026, an estimated $105K.
Oracle made up 1.71% of Rockline Wealth Management's portfolio in Q2 2026, its #13 holding.
Rockline Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's Oracle position peaked at $16M in Q3 2025.
1,459 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.