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Waddell & Associates’s Oracle ORCL Stock Holding History

Waddell & Associates’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 		$2M Buy
13,621
+2,932
+27% +$531K 0.1% 69
2026
Q1 		$1.57M Buy
10,689
+642
+6% +$104K 0.09% 68
2025
Q4 		$1.96M Buy
10,047
+1,379
+16% +$328K 0.13% 44
2025
Q3 		$2.44M Buy
8,668
+1,011
+13% +$257K 0.21% 37
2025
Q2 		$1.67M Sell
7,657
-1,146
-13% -$185K 0.18% 41
2025
Q1 		$1.23M Buy
8,803
+6
+0.1% +$977 0.15% 45
2024
Q4 		$1.47M Buy
8,797
+1,060
+14% +$188K 0.15% 40
2024
Q3 		$1.32M Buy
7,737
+212
+3% +$30.7K 0.16% 43
2024
Q2 		$1.06M Buy
7,525
+257
+4% +$31.9K 0.14% 47
2024
Q1 		$913K Sell
7,268
-605
-8% -$69.2K 0.12% 52
2023
Q4 		$828K Sell
7,873
-947
-11% -$103K 0.11% 57
2023
Q3 		$934K Buy
8,820
+15
+0.2% +$1.74K 0.14% 54
2023
Q2 		$1.05M Buy
8,805
+2,297
+35% +$237K 0.15% 51
2023
Q1 		$605K Buy
6,508
+64
+1% +$5.61K 0.09% 68
2022
Q4 		$527K Buy
6,444
+249
+4% +$18.9K 0.09% 71
2022
Q3 		$378K Sell
6,195
-671
-10% -$49.1K 0.07% 80
2022
Q2 		$480K Buy
6,866
+2
+0% +$146 0.1% 69
2022
Q1 		$568K Buy
6,864
+1
+0% +$81 0.09% 60
2021
Q4 		$599K Buy
6,863
+1
+0% +$94 0.1% 62
2021
Q3 		$598K Buy
6,862
+1
+0% +$88 0.1% 54
2021
Q2 		$534 Buy
+6,861
New +$537K 0.08% 58

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Waddell & Associates's ORCL Position: Q2 2026 in Review

Waddell & Associates increased its Oracle (ORCL) stake by 27% in Q2 2026, buying an estimated $531K and bringing the position to 13,621 shares worth $2M. The position accounts for 0.1% of the portfolio, ranked #69.

Waddell & Associates first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.44M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Waddell & Associates held 13,621 shares of Oracle worth $2M as of Q2 2026.
  • Waddell & Associates bought 2,932 Oracle shares in Q2 2026, an estimated $531K.
  • Oracle made up 0.1% of Waddell & Associates's portfolio in Q2 2026, its #69 holding.
  • Waddell & Associates first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
  • Waddell & Associates's Oracle position peaked at $2.44M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.