TL Private Wealth’s Oracle ORCL Stock Holding History

TL Private 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	$231K	Buy	1,629 +1	+0.1%	+$181	0.08%	44
2026 Q1	$225K	Sell	1,628 -88	-5%	-$14.3K	0.09%	43
2025 Q4	$341K	Buy	1,716 +1	+0.1%	+$238	0.13%	31
2025 Q3	$528K	Buy	1,715 +1	+0.1%	+$255	0.21%	23
2025 Q2	$398K	Buy	1,714 +2	+0.1%	+$323	0.17%	27
2025 Q1	$213K	Buy	1,712 +1	+0.1%	+$163	0.11%	35
2024 Q4	$271K	Buy	1,711 +1	+0.1%	+$178	0.12%	35
2024 Q3	$291K	Buy	1,710 +90	+6%	+$13K	0.13%	33
2024 Q2	$231K	Buy	+1,620	New	+$201K	0.1%	42

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

TL Private Wealth's ORCL Position: Q2 2026 in Review

TL Private Wealth increased its Oracle (ORCL) stake by 0.06% in Q2 2026, buying an estimated $181 and bringing the position to 1,629 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #44.

TL Private Wealth first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $528K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

TL Private Wealth held 1,629 shares of Oracle worth $231K as of Q2 2026.
TL Private Wealth bought 1 Oracle share in Q2 2026, an estimated $181.
Oracle made up 0.08% of TL Private Wealth's portfolio in Q2 2026, its #44 holding.
TL Private Wealth first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
TL Private Wealth's Oracle position peaked at $528K in Q3 2025.
1,628 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.