Tanager Wealth Management’s Oracle ORCL Stock Holding History

Tanager 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	$503K	Buy	3,433 +211	+7%	+$38.2K	0.04%	98
2026 Q1	$474K	Buy	3,222 +466	+17%	+$75.7K	0.05%	87
2025 Q4	$537K	Sell	2,756 -61	-2%	-$14.5K	0.05%	74
2025 Q3	$792K	Sell	2,817 -14	-0.5%	-$3.56K	0.08%	63
2025 Q2	$619K	Hold	2,831	–	–	0.07%	69
2025 Q1	$396K	Buy	2,831 +730	+35%	+$119K	0.05%	78
2024 Q4	$350K	Sell	2,101 -45	-2%	-$7.99K	0.05%	76
2024 Q3	$366K	Sell	2,146 -104	-5%	-$15.1K	0.05%	77
2024 Q2	$318K	Buy	2,250 +136	+6%	+$16.9K	0.05%	72
2024 Q1	$266K	Hold	2,114	–	–	0.04%	78
2023 Q4	$223K	Buy	+2,114	New	+$231K	0.04%	75
2023 Q3	–	Sell	-1,945	Closed	-$232K	–	82
2023 Q2	$232K	Buy	+1,945	New	+$201K	0.05%	75
2023 Q1	–	Sell	-2,798	Closed	-$229K	–	84
2022 Q4	$229K	Buy	+2,798	New	+$213K	0.06%	67

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Tanager Wealth Management increased its Oracle (ORCL) stake by 6.5% in Q2 2026, buying an estimated $38.2K and bringing the position to 3,433 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #98.

Tanager Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 13 quarters since. The position peaked at $792K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Tanager Wealth Management held 3,433 shares of Oracle worth $503K as of Q2 2026.
Tanager Wealth Management bought 211 Oracle shares in Q2 2026, an estimated $38.2K.
Oracle made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #98 holding.
Tanager Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 13 quarters since.
Tanager Wealth Management's Oracle position peaked at $792K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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