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Spire Wealth Management’s Oracle ORCL Stock Holding History

Spire 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 		$1.84M Buy
12,550
+983
+8% +$178K 0.06% 287
2026
Q1 		$1.7M Buy
11,567
+140
+1% +$22.8K 0.06% 287
2025
Q4 		$2.23M Sell
11,427
-20,954
-65% -$4.99M 0.07% 234
2025
Q3 		$9.11M Buy
32,381
+23,498
+265% +$5.98M 0.31% 70
2025
Q2 		$1.94M Sell
8,883
-9,657
-52% -$1.56M 0.07% 237
2025
Q1 		$2.59M Sell
18,540
-675
-4% -$110K 0.08% 230
2024
Q4 		$3.2M Buy
19,215
+181
+1% +$32.2K 0.1% 178
2024
Q3 		$3.24M Sell
19,034
-1,274
-6% -$185K 0.11% 154
2024
Q2 		$2.87M Buy
20,308
+903
+5% +$112K 0.1% 182
2024
Q1 		$2.44M Buy
19,405
+799
+4% +$91.5K 0.04% 223
2023
Q4 		$2.04M Buy
18,606
+1,315
+8% +$144K 0.07% 238
2023
Q3 		$1.83M Buy
17,291
+1,453
+9% +$168K 0.07% 235
2023
Q2 		$1.89M Sell
15,838
-881
-5% -$91.1K 0.07% 246
2023
Q1 		$1.55M Buy
16,719
+3,970
+31% +$348K 0.06% 264
2022
Q4 		$1.04M Buy
12,749
+4,092
+47% +$311K 0.06% 232
2022
Q3 		$529K Sell
8,657
-7,669
-47% -$561K 0.03% 320
2022
Q2 		$1.14M Sell
16,326
-7,545
-32% -$552K 0.05% 308
2022
Q1 		$1.98M Sell
23,871
-12,455
-34% -$1.01M 0.05% 277
2021
Q4 		$3.17M Buy
36,326
+13,792
+61% +$1.29M 0.07% 237
2021
Q3 		$1.96M Sell
22,534
-3,121
-12% -$276K 0.05% 285
2021
Q2 		$2M Sell
25,655
-13,708
-35% -$1.07M 0.05% 288
2021
Q1 		$2.75M Buy
+39,363
New +$2.55M 0.07% 227

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Spire Wealth Management increased its Oracle (ORCL) stake by 8.5% in Q2 2026, buying an estimated $178K and bringing the position to 12,550 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #287.

Spire Wealth Management first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.11M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Spire Wealth Management held 12,550 shares of Oracle worth $1.84M as of Q2 2026.
  • Spire Wealth Management bought 983 Oracle shares in Q2 2026, an estimated $178K.
  • Oracle made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Spire Wealth Management first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Oracle position peaked at $9.11M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.