TWM
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Thrive Wealth Management’s Oracle ORCL Stock Holding History

Thrive 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 		$1.79M Sell
12,220
-1,891
-13% -$343K 0.23% 53
2026
Q1 		$2.08M Buy
14,111
+218
+2% +$35.4K 0.31% 38
2025
Q4 		$2.71M Sell
13,893
-35
-0.3% -$8.33K 0.4% 33
2025
Q3 		$3.92M Buy
13,928
+8,165
+142% +$2.08M 0.59% 24
2025
Q2 		$1.26M Sell
5,763
-13
-0.2% -$2.1K 0.2% 55
2025
Q1 		$808K Sell
5,776
-79
-1% -$12.9K 0.15% 85
2024
Q4 		$976K Buy
5,855
+577
+11% +$102K 0.18% 68
2024
Q3 		$899K Sell
5,278
-26
-0.5% -$3.77K 0.17% 78
2024
Q2 		$749K Sell
5,304
-13
-0.2% -$1.61K 0.15% 85
2024
Q1 		$668K Sell
5,317
-1,457
-22% -$167K 0.14% 91
2023
Q4 		$714K Buy
6,774
+8
+0.1% +$873 0.16% 81
2023
Q3 		$717K Sell
6,766
-24
-0.4% -$2.78K 0.19% 72
2023
Q2 		$809K Buy
6,790
+189
+3% +$19.5K 0.21% 67
2023
Q1 		$613K Buy
6,601
+1,298
+24% +$114K 0.16% 77
2022
Q4 		$433K Buy
5,303
+556
+12% +$42.3K 0.12% 100
2022
Q3 		$290K Buy
4,747
+124
+3% +$9.08K 0.1% 121
2022
Q2 		$323K Sell
4,623
-18
-0.4% -$1.32K 0.11% 111
2022
Q1 		$384K Buy
4,641
+12
+0.3% +$972 0.11% 104
2021
Q4 		$404K Buy
+4,629
New +$435K 0.14% 96

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

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

Thrive Wealth Management reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $343K and leaving 12,220 shares worth $1.79M. The position accounts for 0.23% of the portfolio, ranked #53.

Thrive Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.92M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Thrive Wealth Management held 12,220 shares of Oracle worth $1.79M as of Q2 2026.
  • Thrive Wealth Management sold 1,891 Oracle shares in Q2 2026, an estimated $343K.
  • Oracle made up 0.23% of Thrive Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Thrive Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Oracle position peaked at $3.92M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.