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Wealth Group’s Oracle ORCL Stock Holding History

Wealth Group’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 		$3.51M Buy
23,943
+21,766
+1,000% +$3.94M 0.88% 30
2026
Q1 		$320K Hold
2,177
– – 0.3% 63
2025
Q4 		$424K Buy
+2,177
New +$518K 0.41% 52
2025
Q2 		$594K Sell
2,717
-1,506
-36% -$243K 0.59% 43
2025
Q1 		$590K Buy
4,223
+34
+0.8% +$5.54K 0.38% 61
2024
Q4 		$698K Buy
4,189
+79
+2% +$14K 0.45% 52
2024
Q3 		$700K Sell
4,110
-135
-3% -$19.6K 0.47% 52
2024
Q2 		$599K Buy
4,245
+16
+0.4% +$1.99K 0.43% 52
2024
Q1 		$531K Buy
+4,229
New +$484K 0.4% 58

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Wealth Group's ORCL Position: Q2 2026 in Review

Wealth Group increased its Oracle (ORCL) stake by 1,000% in Q2 2026, buying an estimated $3.94M and bringing the position to 23,943 shares worth $3.51M. The position accounts for 0.88% of the portfolio, ranked #30.

Wealth Group first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealth Group held 23,943 shares of Oracle worth $3.51M as of Q2 2026.
  • Wealth Group bought 21,766 Oracle shares in Q2 2026, an estimated $3.94M.
  • Oracle made up 0.88% of Wealth Group's portfolio in Q2 2026, its #30 holding.
  • Wealth Group first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.