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Unique Wealth’s Oracle ORCL Stock Holding History

Unique Wealth’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 		$563K Buy
3,845
+1,836
+91% +$333K 0.07% 138
2026
Q1 		$296K Buy
2,009
+122
+6% +$19.8K 0.04% 162
2025
Q4 		$368K Sell
1,887
-17
-0.9% -$4.05K 0.05% 140
2025
Q3 		$535K Buy
+1,904
New +$485K 0.08% 111

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Unique Wealth's ORCL Position: Q2 2026 in Review

Unique Wealth increased its Oracle (ORCL) stake by 91% in Q2 2026, buying an estimated $333K and bringing the position to 3,845 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #138.

Unique Wealth first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Unique Wealth held 3,845 shares of Oracle worth $563K as of Q2 2026.
  • Unique Wealth bought 1,836 Oracle shares in Q2 2026, an estimated $333K.
  • Oracle made up 0.07% of Unique Wealth's portfolio in Q2 2026, its #138 holding.
  • Unique Wealth first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.