UWS
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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 		$14.7K Hold
100
– – 0.01% 222
2026
Q1 		$14.7K Buy
+100
New +$16.3K 0.01% 214

Other funds holding ORCL

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