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SteelPeak Wealth’s Oracle ORCL Stock Holding History

SteelPeak Wealth’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 		$2.09M Sell
14,262
-8,260
-37% -$1.5M 0.05% 222
2026
Q1 		$3.31M Buy
22,522
+12,050
+115% +$1.96M 0.1% 153
2025
Q4 		$2.04M Buy
10,472
+1,664
+19% +$396K 0.07% 203
2025
Q3 		$2.48M Buy
8,808
+1,983
+29% +$505K 0.08% 186
2025
Q2 		$1.49M Sell
6,825
-3,851
-36% -$622K 0.06% 226
2025
Q1 		$1.49M Sell
10,676
-5,995
-36% -$976K 0.06% 207
2024
Q4 		$2.78M Buy
16,671
+1,696
+11% +$301K 0.11% 139
2024
Q3 		$2.55M Sell
14,975
-944
-6% -$137K 0.11% 140
2024
Q2 		$2.25M Sell
15,919
-796
-5% -$98.8K 0.1% 147
2024
Q1 		$2.1M Sell
16,715
-10,425
-38% -$1.19M 0.11% 156
2023
Q4 		$2.86M Buy
27,140
+257
+1% +$28K 0.17% 106
2023
Q3 		$2.85M Buy
26,883
+15,943
+146% +$1.85M 0.18% 109
2023
Q2 		$1.3M Buy
10,940
+6,909
+171% +$714K 0.08% 163
2023
Q1 		$375K Buy
4,031
+292
+8% +$25.6K 0.03% 274
2022
Q4 		$306K Sell
3,739
-4,707
-56% -$358K 0.02% 305
2022
Q3 		$516K Sell
8,446
-415
-5% -$30.4K 0.04% 242
2022
Q2 		$619K Sell
8,861
-26,116
-75% -$1.91M 0.04% 221
2022
Q1 		$2.89M Sell
34,977
-2,051
-6% -$166K 0.16% 103
2021
Q4 		$3.23M Sell
37,028
-977
-3% -$91.7K 0.18% 96
2021
Q3 		$3.31M Buy
38,005
+2,332
+7% +$206K 0.22% 83
2021
Q2 		$2.78M Buy
35,673
+25,949
+267% +$2.03M 0.19% 97
2021
Q1 		$682K Buy
9,724
+4,182
+75% +$271K 0.05% 194
2020
Q4 		$359K Buy
5,542
+1,134
+26% +$67.5K 0.03% 242
2020
Q3 		$263K Sell
4,408
-11,108
-72% -$631K 0.03% 226
2020
Q2 		$858K Buy
+15,516
New +$822K 0.11% 135
2020
Q1 		– Sell
-21,946
Closed -$1.16M – 285
2019
Q4 		$1.16M Buy
+21,946
New +$1.21M 0.16% 113

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SteelPeak Wealth's ORCL Position: Q2 2026 in Review

SteelPeak Wealth reduced its Oracle (ORCL) stake by 37% in Q2 2026, selling an estimated $1.5M and leaving 14,262 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #222.

SteelPeak Wealth first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.31M in Q1 2026. 1,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SteelPeak Wealth held 14,262 shares of Oracle worth $2.09M as of Q2 2026.
  • SteelPeak Wealth sold 8,260 Oracle shares in Q2 2026, an estimated $1.5M.
  • Oracle made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #222 holding.
  • SteelPeak Wealth first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's Oracle position peaked at $3.31M in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.