RAFFA WEALTH MANAGEMENT, LLC’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$60.7K Buy
414
+122
+42% +$22.1K 0.01% 159
2026
Q1
$43K Buy
292
+9
+3% +$1.46K 0.01% 178
2025
Q4
$55.2K Sell
283
-160
-36% -$38.1K 0.01% 157
2025
Q3
$125K Sell
443
-294
-40% -$74.9K 0.02% 103
2025
Q2
$161K Buy
737
+502
+214% +$81.1K 0.03% 97
2025
Q1
$32.9K Sell
235
-6
-2% -$977 0.01% 171
2024
Q4
$40.2K Sell
241
-25
-9% -$4.44K 0.01% 164
2024
Q3
$45.3K Sell
266
-992
-79% -$144K 0.01% 151
2024
Q2
$178K Hold
1,258
0.05% 92
2024
Q1
$158K Buy
1,258
+980
+353% +$112K 0.05% 98
2023
Q4
$29.3K Hold
278
0.01% 168
2023
Q3
$29.4K Hold
278
0.01% 163
2023
Q2
$33.1K Buy
278
+16
+6% +$1.65K 0.01% 156
2023
Q1
$24.3K Hold
262
0.01% 197
2022
Q4
$21.4K Buy
262
+16
+7% +$1.22K 0.01% 195
2022
Q3
$15K Hold
246
0.01% 229
2022
Q2
$17.2K Hold
246
0.01% 222
2022
Q1
$20.4K Hold
246
0.01% 215
2021
Q4
$21.5K Buy
246
+9
+4% +$845 0.01% 215
2021
Q3
$20.6K Sell
237
-1
-0.4% -$88 0.01% 191
2021
Q2
$18.5K Sell
238
-11
-4% -$861 0.01% 200
2021
Q1
$17.5K Buy
249
+43
+21% +$2.78K 0.01% 210
2020
Q4
$13.3K Sell
206
-16
-7% -$952 ﹤0.01% 223
2020
Q3
$13.3K Sell
222
-68
-23% -$3.86K 0.01% 210
2020
Q2
$16K Buy
290
+58
+25% +$3.07K 0.01% 188
2020
Q1
$11.2K Sell
232
-299
-56% -$15.4K ﹤0.01% 196
2019
Q4
$28.1K Hold
531
0.01% 177
2019
Q3
$29.2K Buy
+531
New +$29.3K 0.01% 174
2019
Q2
Sell
-210
Closed -$11.3K 1196
2019
Q1
$11.3K Sell
210
-400
-66% -$20.4K ﹤0.01% 185
2018
Q4
$27.5K Hold
610
0.01% 159
2018
Q3
$31.5K Hold
610
0.01% 158
2018
Q2
$26.9K Hold
610
0.01% 158
2018
Q1
$27.9K Buy
610
+4
+0.7% +$199 0.01% 152
2017
Q4
$28.7K Buy
606
+106
+21% +$5.2K 0.01% 155
2017
Q3
$24.2K Hold
500
0.01% 165
2017
Q2
$25.1K Hold
500
0.01% 160
2017
Q1
$22.3K Sell
500
-68
-12% -$2.83K 0.01% 141
2016
Q4
$21.8K Hold
568
0.01% 143
2016
Q3
$22.3K Hold
568
0.01% 135
2016
Q2
$23.2K Hold
568
0.01% 129
2016
Q1
$23.2K Buy
568
+100
+21% +$3.7K 0.01% 134
2015
Q4
$17.1K Hold
468
0.01% 148
2015
Q3
$16.9K Buy
468
+400
+588% +$15.4K 0.01% 147
2015
Q2
$2.74K Hold
68
﹤0.01% 246
2015
Q1
$2.93K Hold
68
﹤0.01% 231
2014
Q4
$3.06K Sell
68
-100
-60% -$4.07K ﹤0.01% 224
2014
Q3
$6.43K Buy
+168
New +$6.8K ﹤0.01% 184
2014
Q1
Sell
-68
Closed -$3.06K 595
2013
Q4
$3.06K Buy
+68
New +$2.34K ﹤0.01% 224

Other funds holding ORCL

RAFFA WEALTH MANAGEMENT, LLC's ORCL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Oracle (ORCL) stake by 42% in Q2 2026, buying an estimated $22.1K and bringing the position to 414 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #159.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ORCL in Q4 2013 and has held it in 48 quarters since. The position peaked at $178K in Q2 2024. 1,321 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 414 shares of Oracle worth $60.7K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 122 Oracle shares in Q2 2026, an estimated $22.1K.
  • Oracle made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #159 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Oracle in Q4 2013 and has held it in 48 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Oracle position peaked at $178K in Q2 2024.
  • 1,321 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.