Tumwater Wealth Management’s Oracle ORCL Stock Holding History

Tumwater 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	$301K	Hold	2,057	–	–	0.11%	29
2026 Q1	$303K	Sell	2,057 -20	-1%	-$3.25K	0.12%	25
2025 Q4	$405K	Hold	2,077	–	–	0.17%	24
2025 Q3	$584K	Hold	2,077	–	–	0.26%	17
2025 Q2	$454K	Hold	2,077	–	–	0.21%	21
2025 Q1	$290K	Hold	2,077	–	–	0.15%	25
2024 Q4	$346K	Buy	+2,077	New	+$369K	0.18%	22

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Tumwater Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 2,057 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #29.

Tumwater Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Tumwater Wealth Management held 2,057 shares of Oracle worth $301K as of Q2 2026.
Tumwater Wealth Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.11% of Tumwater Wealth Management's portfolio in Q2 2026, its #29 holding.
Tumwater Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Tumwater Wealth Management's Oracle position peaked at $584K in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.