Wealth Enhancement Advisory Services
ORCL icon

Wealth Enhancement Advisory Services’s Oracle ORCL Stock Holding History

Wealth Enhancement Advisory Services’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 		$71.4M Sell
694,940
-102,715
-13% -$18.6M 0.12% 152
2026
Q1 		$87M Sell
797,655
-119,649
-13% -$19.4M 0.18% 106
2025
Q4 		$178M Buy
917,304
+105,368
+13% +$25.1M 0.24% 75
2025
Q3 		$231M Sell
811,936
-96,713
-11% -$24.6M 0.35% 50
2025
Q2 		$216M Buy
908,649
+333,525
+58% +$53.9M 0.36% 49
2025
Q1 		$80.4M Buy
575,124
+97,947
+21% +$15.9M 0.15% 132
2024
Q4 		$79.5M Buy
477,177
+54,370
+13% +$9.66M 0.15% 133
2024
Q3 		$72M Buy
422,807
+6,633
+2% +$961K 0.15% 134
2024
Q2 		$58.8M Buy
416,174
+25,090
+6% +$3.12M 0.14% 151
2024
Q1 		$49.1M Buy
391,084
+24,222
+7% +$2.77M 0.13% 164
2023
Q4 		$38.7M Buy
366,862
+11,797
+3% +$1.29M 0.11% 187
2023
Q3 		$37.6M Buy
355,065
+341,085
+2,440% +$39.5M 0.12% 169
2023
Q2 		$1.66M Sell
13,980
-230
-2% -$23.8K 0.02% 219
2023
Q1 		$1.32M Buy
+14,210
New +$1.25M 0.02% 276
2022
Q3 		– Sell
-67,613
Closed -$4.84M – 370
2022
Q2 		$4.84M Sell
67,613
-11,225
-14% -$822K 0.07% 131
2022
Q1 		$6.63M Buy
78,838
+2,934
+4% +$238K 0.09% 113
2021
Q4 		$6.07M Sell
75,904
-46,295
-38% -$4.35M 0.09% 106
2021
Q3 		$11.9M Sell
122,199
-27,742
-19% -$2.45M 0.17% 65
2021
Q2 		$12.9M Sell
149,941
-37,534
-20% -$2.94M 0.21% 57
2021
Q1 		$13.9M Buy
187,475
+4,716
+3% +$305K 0.25% 54
2020
Q4 		$11.3M Buy
182,759
+123,979
+211% +$7.38M 0.26% 45
2020
Q3 		$3.61M Buy
58,780
+6,625
+13% +$376K 0.09% 77
2020
Q2 		$2.92M Sell
52,155
-4,413
-8% -$234K 0.08% 90
2020
Q1 		$3.01M Buy
+56,568
New +$2.92M 0.11% 83
2019
Q1 		– Sell
-35,458
Closed -$1.75M – 206
2018
Q4 		$1.75M Buy
+35,458
New +$1.7M 0.11% 74
2018
Q1 		– Sell
-49,225
Closed -$2.44M – 171
2017
Q4 		$2.44M Buy
+49,225
New +$2.41M 0.17% 67
2017
Q3 		– Sell
-43,986
Closed -$2.19M – 175
2017
Q2 		$2.19M Buy
+43,986
New +$2M 0.2% 59
2017
Q1 		– Sell
-54,989
Closed -$2.11M – 169
2016
Q4 		$2.11M Sell
54,989
-9,989
-15% -$391K 0.26% 51
2016
Q3 		$2.54M Buy
+64,978
New +$2.65M 0.38% 42

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's ORCL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $18.6M and leaving 694,940 shares worth $71.4M. The position accounts for 0.12% of the portfolio, ranked #152.

Wealth Enhancement Advisory Services first reported a position in ORCL in Q3 2016 and has held it in 29 quarters since. The position peaked at $231M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 694,940 shares of Oracle worth $71.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 102,715 Oracle shares in Q2 2026, an estimated $18.6M.
  • Oracle made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #152 holding.
  • Wealth Enhancement Advisory Services first reported a position in Oracle in Q3 2016 and has held it in 29 quarters since.
  • Wealth Enhancement Advisory Services's Oracle position peaked at $231M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.