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Smallwood Wealth Investment Management’s Oracle ORCL Stock Holding History

Smallwood Wealth Investment 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 		$353K Sell
2,407
-205
-8% -$37.2K 0.15% 65
2026
Q1 		$384K Buy
2,612
+2
+0.1% +$325 0.2% 52
2025
Q4 		$509K Buy
2,610
+5
+0.2% +$1.19K 0.27% 44
2025
Q3 		$733K Buy
2,605
+8
+0.3% +$2.04K 0.37% 36
2025
Q2 		$568K Buy
2,597
+4
+0.2% +$646 0.32% 41
2025
Q1 		$363K Buy
2,593
+1
+0% +$163 0.23% 51
2024
Q4 		$432K Hold
2,592
– – 0.29% 48
2024
Q3 		$442K Sell
2,592
-103
-4% -$14.9K 0.32% 44
2024
Q2 		$380K Buy
2,695
+3
+0.1% +$373 0.29% 49
2024
Q1 		$338K Buy
2,692
+3
+0.1% +$343 0.26% 54
2023
Q4 		$283K Buy
2,689
+3
+0.1% +$327 0.23% 57
2023
Q3 		$284K Buy
2,686
+3
+0.1% +$347 0.26% 52
2023
Q2 		$319K Buy
2,683
+4
+0.1% +$414 0.28% 50
2023
Q1 		$249K Buy
2,679
+148
+6% +$13K 0.24% 56
2022
Q4 		$207K Sell
2,531
-904
-26% -$68.7K 0.18% 68
2022
Q3 		$210K Hold
3,435
– – 0.19% 70
2022
Q2 		$240K Buy
3,435
+675
+24% +$49.4K 0.24% 54
2022
Q1 		$228K Hold
2,760
– – 0.22% 49
2021
Q4 		$241K Buy
+2,760
New +$259K 0.22% 48

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
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Smallwood Wealth Investment Management's ORCL Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Oracle (ORCL) stake by 7.8% in Q2 2026, selling an estimated $37.2K and leaving 2,407 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #65.

Smallwood Wealth Investment Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $733K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,407 shares of Oracle worth $353K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 205 Oracle shares in Q2 2026, an estimated $37.2K.
  • Oracle made up 0.15% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #65 holding.
  • Smallwood Wealth Investment Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Oracle position peaked at $733K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.