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
2024
Q4 		– Sell
-4,800
Closed -$21.2K – 3073
2024
Q3 		$21.2K Sell
4,800
-900
-16% -$130K ﹤0.01% 2665
2024
Q2 		$2.22K Hold
5,700
– – ﹤0.01% 2572
2024
Q1 		$8.78K Hold
5,700
– – ﹤0.01% 2411
2023
Q4 		$28.2K Buy
+5,700
New +$622K ﹤0.01% 2239

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. 714 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.
  • 714 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.