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RVW Wealth’s Oracle ORCL Stock Holding History

RVW Wealth’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 		$203K Hold
1,387
– – 0.01% 178
2026
Q1 		$204K Hold
1,387
– – 0.02% 172
2025
Q4 		$270K Buy
1,387
+581
+72% +$138K 0.02% 152
2025
Q3 		$227K Buy
+806
New +$205K 0.02% 162
2023
Q4 		– Sell
-838
Closed -$88.8K – 295
2023
Q3 		$88.8K Buy
+838
New +$97K 0.01% 183

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

RVW Wealth's ORCL Position: Q2 2026 in Review

RVW Wealth held its Oracle (ORCL) position steady in Q2 2026 at 1,387 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #178.

RVW Wealth first reported a position in ORCL in Q3 2023 and has held it in 5 quarters since. The position peaked at $270K in Q4 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • RVW Wealth held 1,387 shares of Oracle worth $203K as of Q2 2026.
  • RVW Wealth left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.01% of RVW Wealth's portfolio in Q2 2026, its #178 holding.
  • RVW Wealth first reported a position in Oracle in Q3 2023 and has held it in 5 quarters since.
  • RVW Wealth's Oracle position peaked at $270K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.