Triangle Securities Wealth Management’s Oracle ORCL Stock Holding History

Triangle Securities 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	$1.21M	Sell	8,240 -2,357	-22%	-$427K	0.24%	94
2026 Q1	$1.56M	Sell	10,597 -2,344	-18%	-$381K	0.35%	75
2025 Q4	$2.52M	Sell	12,941 -2,320	-15%	-$552K	0.53%	53
2025 Q3	$4.29M	Buy	15,261 +4,436	+41%	+$1.13M	0.97%	27
2025 Q2	$2.37M	Sell	10,825 -5,046	-32%	-$815K	0.58%	53
2025 Q1	$2.22M	Buy	15,871 +235	+2%	+$38.3K	0.57%	53
2024 Q4	$2.61M	Sell	15,636 -154	-1%	-$27.4K	0.67%	41
2024 Q3	$2.69M	Sell	15,790 -612	-4%	-$88.6K	0.7%	40
2024 Q2	$2.32M	Sell	16,402 -767	-4%	-$95.2K	0.65%	48
2024 Q1	$2.16M	Sell	17,169 -1,373	-7%	-$157K	0.61%	51
2023 Q4	$1.95M	Sell	18,542 -494	-3%	-$53.9K	0.61%	56
2023 Q3	$2.02M	Sell	19,036 -864	-4%	-$100K	0.72%	38
2023 Q2	$2.37M	Sell	19,900 -1,614	-8%	-$167K	0.82%	31
2023 Q1	$2M	Sell	21,514 -949	-4%	-$83.2K	0.71%	41
2022 Q4	$1.84M	Sell	22,463 -419	-2%	-$31.8K	0.67%	48
2022 Q3	$1.4M	Sell	22,882 -334	-1%	-$24.5K	0.57%	57
2022 Q2	$1.62M	Buy	23,216 +108	+0.5%	+$7.91K	0.63%	53
2022 Q1	$1.91M	Sell	23,108 -996	-4%	-$80.7K	0.64%	49
2021 Q4	$2.1M	Sell	24,104 -1,687	-7%	-$158K	0.66%	43
2021 Q3	$2.25M	Sell	25,791 -839	-3%	-$74.1K	0.76%	36
2021 Q2	$2.07M	Sell	26,630 -1,375	-5%	-$108K	0.7%	42
2021 Q1	$1.97M	Sell	28,005 -336	-1%	-$21.8K	0.71%	46
2020 Q4	$1.83M	Sell	28,341 -319	-1%	-$19K	0.73%	45
2020 Q3	$1.71M	Sell	28,660 -561	-2%	-$31.9K	0.77%	37
2020 Q2	$1.61M	Sell	29,221 -369	-1%	-$19.5K	0.77%	43
2020 Q1	$1.43M	Sell	29,590 -166	-0.6%	-$8.57K	0.82%	41
2019 Q4	$1.58M	Sell	29,756 -489	-2%	-$26.9K	0.68%	47
2019 Q3	$1.66M	Sell	30,245 -489	-2%	-$27K	0.81%	39
2019 Q2	$1.83M	Sell	30,734 -9,710	-24%	-$525K	0.93%	35
2019 Q1	$2.17M	Sell	40,444 -3,224	-7%	-$164K	1.14%	26
2018 Q4	$1.97M	Sell	43,668 -90	-0.2%	-$4.31K	1.16%	28
2018 Q3	$2.26M	Sell	43,758 -1,489	-3%	-$72.3K	1.2%	28
2018 Q2	$1.99M	Sell	45,247 -344	-0.8%	-$15.8K	1.11%	30
2018 Q1	$2.09M	Sell	45,591 -1,429	-3%	-$71K	1.2%	26
2017 Q4	$2.22M	Sell	47,020 -354	-0.7%	-$17.4K	1.27%	23
2017 Q3	$2.29M	Sell	47,374 -1,194	-2%	-$59.4K	1.36%	23
2017 Q2	$2.44M	Sell	48,568 -614	-1%	-$28K	1.61%	15
2017 Q1	$2.19M	Sell	49,182 -11	-0%	-$458	1.4%	21
2016 Q4	$1.89M	Sell	49,193 -679	-1%	-$26.6K	1.26%	26
2016 Q3	$1.96M	Sell	49,872 -10,344	-17%	-$421K	1.35%	24
2016 Q2	$2.46M	Sell	60,216 -5,943	-9%	-$237K	1.84%	14
2016 Q1	$2.71M	Buy	66,159 +1,176	+2%	+$43.5K	1.77%	15
2015 Q4	$2.37M	Buy	64,983 +6,241	+11%	+$238K	1.59%	18
2015 Q3	$2.12M	Buy	58,742 +3,170	+6%	+$122K	1.6%	17
2015 Q2	$2.24M	Sell	55,572 -205	-0.4%	-$8.89K	1.58%	17
2015 Q1	$2.41M	Sell	55,777 -771	-1%	-$33.4K	1.67%	15
2014 Q4	$2.54M	Sell	56,548 -1,500	-3%	-$61K	1.81%	14
2014 Q3	$2.22M	Sell	58,048 -150	-0.3%	-$6.07K	1.71%	15
2014 Q2	$2.36M	Sell	58,198 -5,495	-9%	-$226K	1.81%	14
2014 Q1	$2.06M	Buy	63,693 +3,680	+6%	+$140K	1.85%	12
2013 Q4	$2.3M	Sell	60,013 -600	-1%	-$20.6K	1.86%	14
2013 Q3	$2.01M	Sell	60,613 -4,780	-7%	-$155K	1.75%	16
2013 Q2	$2.01M	Buy	+65,393	New	+$2.17M	1.48%	16

Other funds holding ORCL

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

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 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 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

Triangle Securities Wealth Management's ORCL Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Oracle (ORCL) stake by 22% in Q2 2026, selling an estimated $427K and leaving 8,240 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #94.

Triangle Securities Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.29M in Q3 2025. 719 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Triangle Securities Wealth Management held 8,240 shares of Oracle worth $1.21M as of Q2 2026.
Triangle Securities Wealth Management sold 2,357 Oracle shares in Q2 2026, an estimated $427K.
Oracle made up 0.24% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #94 holding.
Triangle Securities Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Oracle position peaked at $4.29M in Q3 2025.
719 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.