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StoneCrest Wealth Management’s Oracle ORCL Stock Holding History

StoneCrest 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 		$3.62M Buy
24,697
+6,737
+38% +$1.22M 1.16% 34
2026
Q1 		$2.64M Buy
17,960
+15,093
+526% +$2.45M 1.12% 32
2025
Q4 		$559K Buy
2,867
+1,174
+69% +$280K 0.23% 58
2025
Q3 		$476K Buy
+1,693
New +$431K 0.21% 58

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
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
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

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

StoneCrest Wealth Management increased its Oracle (ORCL) stake by 38% in Q2 2026, buying an estimated $1.22M and bringing the position to 24,697 shares worth $3.62M. The position accounts for 1.16% of the portfolio, ranked #34.

StoneCrest Wealth Management first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • StoneCrest Wealth Management held 24,697 shares of Oracle worth $3.62M as of Q2 2026.
  • StoneCrest Wealth Management bought 6,737 Oracle shares in Q2 2026, an estimated $1.22M.
  • Oracle made up 1.16% of StoneCrest Wealth Management's portfolio in Q2 2026, its #34 holding.
  • StoneCrest Wealth Management first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.