Wealth Enhancement Advisory Services
ORCL.PRD

Wealth Enhancement Advisory Services’s Oracle Corp Preferred Stock Series D ORCL.PRD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ORCL.PRD Stock Details ORCL.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
+44,867
New +$2.41M ﹤0.01% 1598

Other funds holding ORCL.PRD

CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Oracle Corp Preferred Stock Series D (ORCL.PRD) in Q2 2026: 44,867 shares worth $1.92M. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings.

12 funds tracked by Wall St. Rank hold ORCL.PRD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,867 shares of Oracle Corp Preferred Stock Series D worth $1.92M as of Q2 2026.
  • Oracle Corp Preferred Stock Series D was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Oracle Corp Preferred Stock Series D made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1598 holding.
  • 12 funds tracked by Wall St. Rank held Oracle Corp Preferred Stock Series D as of Q2 2026.

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