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Segment Wealth Management’s Oracle ORCL Stock Holding History

Segment 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 		$6.69M Buy
45,622
+838
+2% +$152K 0.35% 67
2026
Q1 		$6.59M Buy
44,784
+41,135
+1,127% +$6.69M 0.39% 66
2025
Q4 		$711K Sell
3,649
-5,546
-60% -$1.32M 0.04% 190
2025
Q3 		$2.59M Buy
9,195
+6,290
+217% +$1.6M 0.16% 93
2025
Q2 		$635K Buy
2,905
+130
+5% +$21K 0.04% 186
2025
Q1 		$388K Buy
2,775
+360
+15% +$58.6K 0.03% 217
2024
Q4 		$402K Hold
2,415
– – 0.03% 204
2024
Q3 		$412K Hold
2,415
– – 0.03% 200
2024
Q2 		$341K Hold
2,415
– – 0.03% 208
2024
Q1 		$303K Buy
2,415
+164
+7% +$18.8K 0.02% 213
2023
Q4 		$237K Sell
2,251
-280
-11% -$30.6K 0.02% 227
2023
Q3 		$268K Buy
2,531
+773
+44% +$89.5K 0.03% 191
2023
Q2 		$209K Buy
+1,758
New +$182K 0.02% 204
2022
Q2 		– Sell
-3,095
Closed -$256K – 254
2022
Q1 		$256K Buy
3,095
+46
+2% +$3.73K 0.03% 224
2021
Q4 		$266K Buy
+3,049
New +$286K 0.03% 220
2018
Q2 		– Sell
-73,903
Closed -$3.38M – 217
2018
Q1 		$3.38M Buy
73,903
+272
+0.4% +$13.5K 0.84% 49
2017
Q4 		$3.48M Buy
73,631
+5,952
+9% +$292K 0.84% 46
2017
Q3 		$3.27M Buy
67,679
+1,191
+2% +$59.3K 0.87% 42
2017
Q2 		$3.33M Buy
66,488
+3,480
+6% +$159K 0.92% 31
2017
Q1 		$2.81M Buy
63,008
+2,162
+4% +$90K 0.92% 38
2016
Q4 		$2.34M Buy
60,846
+1,067
+2% +$41.7K 0.86% 42
2016
Q3 		$2.35M Buy
+59,779
New +$2.44M 0.92% 40

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Segment Wealth Management increased its Oracle (ORCL) stake by 1.9% in Q2 2026, buying an estimated $152K and bringing the position to 45,622 shares worth $6.69M. The position accounts for 0.35% of the portfolio, ranked #67.

Segment Wealth Management first reported a position in ORCL in Q3 2016 and has held it in 22 quarters since. 821 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Segment Wealth Management held 45,622 shares of Oracle worth $6.69M as of Q2 2026.
  • Segment Wealth Management bought 838 Oracle shares in Q2 2026, an estimated $152K.
  • Oracle made up 0.35% of Segment Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Segment Wealth Management first reported a position in Oracle in Q3 2016 and has held it in 22 quarters since.
  • 821 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.