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Waterway Wealth Management’s Oracle ORCL Stock Holding History

Waterway Wealth Management’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 		$233K Sell
1,591
-249
-14% -$45.1K 0.05% 90
2026
Q1 		$271K Sell
1,840
-6,394
-78% -$1.04M 0.06% 84
2025
Q4 		$1.6M Buy
8,234
+6,244
+314% +$1.49M 0.36% 28
2025
Q3 		$560K Hold
1,990
– – 0.13% 60
2025
Q2 		$435K Buy
+1,990
New +$321K 0.13% 65

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Waterway Wealth Management's ORCL Position: Q2 2026 in Review

Waterway Wealth Management reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $45.1K and leaving 1,591 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #90.

Waterway Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2025. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Waterway Wealth Management held 1,591 shares of Oracle worth $233K as of Q2 2026.
  • Waterway Wealth Management sold 249 Oracle shares in Q2 2026, an estimated $45.1K.
  • Oracle made up 0.05% of Waterway Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Waterway Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Waterway Wealth Management's Oracle position peaked at $1.6M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.