Turtle Creek Wealth Advisors’s Oracle ORCL Stock Holding History

Turtle Creek Wealth Advisors’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	$2.22M	Buy	15,157 +1,198	+9%	+$217K	0.12%	106
2026 Q1	$2.05M	Sell	13,959 -822	-6%	-$134K	0.16%	95
2025 Q4	$2.88M	Buy	14,781 +6,413	+77%	+$1.53M	0.23%	89
2025 Q3	$2.35M	Buy	8,368 +3,252	+64%	+$828K	0.21%	90
2025 Q2	$1.12M	Buy	+5,116	New	+$826K	0.13%	110
2024 Q4	–	Sell	-2,664	Closed	-$454K	–	142
2024 Q3	$454K	Buy	2,664 +209	+9%	+$30.3K	0.09%	108
2024 Q2	$347K	Buy	2,455 +518	+27%	+$64.3K	0.08%	112
2024 Q1	$243K	Sell	1,937 -522	-21%	-$59.7K	0.06%	133
2023 Q4	$259K	Buy	+2,459	New	+$268K	0.08%	126

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Turtle Creek Wealth Advisors's ORCL Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Oracle (ORCL) stake by 8.6% in Q2 2026, buying an estimated $217K and bringing the position to 15,157 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #106.

Turtle Creek Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.88M in Q4 2025. 1,827 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Turtle Creek Wealth Advisors held 15,157 shares of Oracle worth $2.22M as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,198 Oracle shares in Q2 2026, an estimated $217K.
Oracle made up 0.12% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Turtle Creek Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's Oracle position peaked at $2.88M in Q4 2025.
1,827 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.