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Waterfront Wealth’s Oracle ORCL Stock Holding History

Waterfront 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 		$516K Buy
3,667
+115
+3% +$20.8K 0.08% 215
2026
Q1 		$522K Buy
3,552
+786
+28% +$128K 0.1% 199
2025
Q4 		$510K Sell
2,766
-353
-11% -$84K 0.1% 192
2025
Q3 		$854K Sell
3,119
-65
-2% -$16.6K 0.18% 160
2025
Q2 		$696K Buy
3,184
+298
+10% +$48.1K 0.16% 174
2025
Q1 		$403K Sell
2,886
-100
-3% -$16.3K 0.1% 195
2024
Q4 		$498K Sell
2,986
-951
-24% -$169K 0.12% 178
2024
Q3 		$682K Sell
3,937
-1,254
-24% -$182K 0.17% 165
2024
Q2 		$733K Sell
5,191
-9
-0.2% -$1.12K 0.2% 151
2024
Q1 		$606K Buy
5,200
+54
+1% +$6.18K 0.17% 160
2023
Q4 		$543K Sell
5,146
-51
-1% -$5.57K 0.16% 161
2023
Q3 		$541K Sell
5,197
-1,347
-21% -$156K 0.18% 155
2023
Q2 		$772K Sell
6,544
-24
-0.4% -$2.48K 0.23% 129
2023
Q1 		$610K Sell
6,568
-727
-10% -$63.8K 0.2% 144
2022
Q4 		$649K Sell
7,295
-49
-0.7% -$3.72K 0.22% 141
2022
Q3 		$554K Sell
7,344
-17
-0.2% -$1.25K 0.21% 137
2022
Q2 		$514K Buy
7,361
+1,500
+26% +$110K 0.21% 135
2022
Q1 		$478K Hold
5,861
– – 0.17% 137
2021
Q4 		$511K Buy
5,861
+46
+0.8% +$4.32K 0.2% 119
2021
Q3 		$507K Sell
5,815
-3,087
-35% -$273K 0.25% 99
2021
Q2 		$693K Sell
8,902
-4,737
-35% -$371K 0.33% 77
2021
Q1 		$979K Buy
13,639
+625
+5% +$40.5K 0.49% 54
2020
Q4 		$842K Buy
+13,014
New +$775K 0.6% 42

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Waterfront Wealth's ORCL Position: Q2 2026 in Review

Waterfront Wealth increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,667 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #215.

Waterfront Wealth first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $979K in Q1 2021. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Waterfront Wealth held 3,667 shares of Oracle worth $516K as of Q2 2026.
  • Waterfront Wealth bought 115 Oracle shares in Q2 2026, an estimated $20.8K.
  • Oracle made up 0.08% of Waterfront Wealth's portfolio in Q2 2026, its #215 holding.
  • Waterfront Wealth first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Oracle position peaked at $979K in Q1 2021.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.