SSWM
ORCL icon

Smith Salley Wealth Management’s Oracle ORCL Stock Holding History

Smith Salley 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 		$536K Buy
3,655
+218
+6% +$39.5K 0.02% 194
2026
Q1 		$506K Sell
3,437
-75
-2% -$12.2K 0.03% 185
2025
Q4 		$685K Sell
3,512
-373
-10% -$88.8K 0.03% 176
2025
Q3 		$1.09M Buy
3,885
+13
+0.3% +$3.31K 0.06% 146
2025
Q2 		$847K Sell
3,872
-720
-16% -$116K 0.05% 152
2025
Q1 		$642K Buy
4,592
+412
+10% +$67.1K 0.04% 162
2024
Q4 		$697K Buy
4,180
+71
+2% +$12.6K 0.04% 159
2024
Q3 		$700K Buy
4,109
+495
+14% +$71.7K 0.05% 158
2024
Q2 		$510K Sell
3,614
-529
-13% -$65.7K 0.04% 163
2024
Q1 		$520K Buy
4,143
+43
+1% +$4.92K 0.04% 164
2023
Q4 		$432K Buy
+4,100
New +$447K 0.03% 189
2016
Q2 		– Sell
-5,373
Closed -$220K – 167
2016
Q1 		$220K Sell
5,373
-600
-10% -$22.2K 0.06% 144
2015
Q4 		$218K Sell
5,973
-323
-5% -$12.3K 0.05% 145
2015
Q3 		$227K Sell
6,296
-120,256
-95% -$4.62M 0.06% 139
2015
Q2 		$5.1M Buy
126,552
+4,334
+4% +$188K 1.3% 30
2015
Q1 		$5.27M Buy
122,218
+17,906
+17% +$776K 1.34% 24
2014
Q4 		$4.69M Buy
104,312
+11,195
+12% +$456K 1.22% 29
2014
Q3 		$3.56M Buy
93,117
+7,989
+9% +$323K 0.95% 37
2014
Q2 		$3.45M Buy
85,128
+17,900
+27% +$736K 0.92% 35
2014
Q1 		$2.75M Buy
67,228
+284
+0.4% +$10.8K 1.72% 20
2013
Q4 		$2.56M Buy
+66,944
New +$2.3M 1.67% 24
2013
Q3 		– Sell
-8,084
Closed -$248K – 97
2013
Q2 		$248K Buy
+8,084
New +$268K 0.2% 76

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

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

Smith Salley Wealth Management increased its Oracle (ORCL) stake by 6.3% in Q2 2026, buying an estimated $39.5K and bringing the position to 3,655 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #194.

Smith Salley Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.27M in Q1 2015. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Smith Salley Wealth Management held 3,655 shares of Oracle worth $536K as of Q2 2026.
  • Smith Salley Wealth Management bought 218 Oracle shares in Q2 2026, an estimated $39.5K.
  • Oracle made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Smith Salley Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 22 quarters since.
  • Smith Salley Wealth Management's Oracle position peaked at $5.27M in Q1 2015.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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