Unique Wealth Strategies’s Oracle ORCL Stock Holding History

Unique Wealth Strategies’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	$858K	Sell	5,853 -680	-10%	-$123K	0.31%	74
2026 Q1	$961K	Buy	6,533 +536	+9%	+$87.1K	0.39%	61
2025 Q4	$1.17M	Buy	5,997 +558	+10%	+$133K	0.46%	49
2025 Q3	$1.53M	Sell	5,439 -5,736	-51%	-$1.46M	0.59%	35
2025 Q2	$2.44M	Sell	11,175 -137	-1%	-$22.1K	1.02%	23
2025 Q1	$1.58M	Sell	11,312 -2,708	-19%	-$441K	0.72%	33
2024 Q4	$2.34M	Sell	14,020 -582	-4%	-$103K	1.02%	23
2024 Q3	$2.49M	Buy	14,602 +835	+6%	+$121K	1.05%	22
2024 Q2	$1.73M	Hold	13,767	–	–	0.81%	26
2024 Q1	$1.73M	Buy	13,767 +2,844	+26%	+$326K	0.85%	26
2023 Q4	$1.15M	Buy	+10,923	New	+$1.19M	0.77%	34

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

Unique Wealth Strategies's ORCL Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Oracle (ORCL) stake by 10% in Q2 2026, selling an estimated $123K and leaving 5,853 shares worth $858K. The position accounts for 0.31% of the portfolio, ranked #74.

Unique Wealth Strategies first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2024. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Unique Wealth Strategies held 5,853 shares of Oracle worth $858K as of Q2 2026.
Unique Wealth Strategies sold 680 Oracle shares in Q2 2026, an estimated $123K.
Oracle made up 0.31% of Unique Wealth Strategies's portfolio in Q2 2026, its #74 holding.
Unique Wealth Strategies first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Oracle position peaked at $2.49M in Q3 2024.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.