Sheets Smith Wealth Management’s Oracle ORCL Stock Holding History

Sheets Smith 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	$230K	Sell	1,572 -119	-7%	-$21.6K	0.02%	379
2026 Q1	$249K	Buy	1,691 +92	+6%	+$15K	0.03%	368
2025 Q4	$312K	Buy	1,599 +163	+11%	+$38.8K	0.03%	344
2025 Q3	$404K	Sell	1,436 -1	-0.1%	-$255	0.05%	310
2025 Q2	$314K	Sell	1,437 -85	-6%	-$13.7K	0.04%	337
2025 Q1	$213K	Buy	+1,522	New	+$248K	0.03%	342

Other funds holding ORCL

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

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

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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sheets Smith Wealth Management's ORCL Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Oracle (ORCL) stake by 7% in Q2 2026, selling an estimated $21.6K and leaving 1,572 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #379.

Sheets Smith Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $404K in Q3 2025. 605 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Sheets Smith Wealth Management held 1,572 shares of Oracle worth $230K as of Q2 2026.
Sheets Smith Wealth Management sold 119 Oracle shares in Q2 2026, an estimated $21.6K.
Oracle made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #379 holding.
Sheets Smith Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Sheets Smith Wealth Management's Oracle position peaked at $404K in Q3 2025.
605 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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