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TLWM Financial’s Oracle ORCL Stock Holding History

TLWM Financial’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 		$883K Sell
6,027
-52
-0.9% -$9.42K 0.14% 45
2026
Q1 		$894K Buy
6,079
+218
+4% +$35.4K 0.16% 41
2025
Q4 		$1.14M Buy
+5,861
New +$1.4M 0.21% 41

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

TLWM Financial's ORCL Position: Q2 2026 in Review

TLWM Financial reduced its Oracle (ORCL) stake by 0.86% in Q2 2026, selling an estimated $9.42K and leaving 6,027 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #45.

TLWM Financial first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • TLWM Financial held 6,027 shares of Oracle worth $883K as of Q2 2026.
  • TLWM Financial sold 52 Oracle shares in Q2 2026, an estimated $9.42K.
  • Oracle made up 0.14% of TLWM Financial's portfolio in Q2 2026, its #45 holding.
  • TLWM Financial first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • TLWM Financial's Oracle position peaked at $1.14M in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.