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Schwarz Dygos Wheeler Investment Advisors’s Oracle ORCL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2025
Q4 		– Sell
-300
Closed -$84.4K – 171
2025
Q3 		$84.4K Buy
+300
New +$76.4K 0.02% 162

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's ORCL Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Oracle (ORCL) stake by 0.26% in Q2 2026, buying an estimated $2.72K and bringing the position to 5,758 shares worth $844K. The position accounts for 0.16% of the portfolio, ranked #88.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.58M in Q3 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,758 shares of Oracle worth $844K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 15 Oracle shares in Q2 2026, an estimated $2.72K.
  • Oracle made up 0.16% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Oracle position peaked at $1.58M in Q3 2025.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.