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
FWIA
ATO
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.