Wealth Management Partners’s Oracle ORCL Stock Holding History

Wealth Management Partners’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	$1.04M	Buy	7,068 +2,211	+46%	+$401K	0.24%	78
2026 Q1	$715K	Sell	4,857 -390	-7%	-$63.4K	0.2%	88
2025 Q4	$1.02M	Buy	5,247 +2,859	+120%	+$681K	0.29%	72
2025 Q3	$672K	Buy	2,388 +1,041	+77%	+$265K	0.21%	82
2025 Q2	$313K	Buy	+1,347	New	+$218K	0.11%	110
2022 Q2	–	Sell	-3,000	Closed	-$218K	–	114
2022 Q1	$218K	Hold	3,000	–	–	0.16%	102
2021 Q4	$264K	Sell	3,000 -411	-12%	-$38.6K	0.18%	93
2021 Q3	$297K	Buy	3,411 +390	+13%	+$34.4K	0.22%	90
2021 Q2	$235K	Buy	+3,021	New	+$236K	0.16%	106

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Wealth Management Partners increased its Oracle (ORCL) stake by 46% in Q2 2026, buying an estimated $401K and bringing the position to 7,068 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #78.

Wealth Management Partners first reported a position in ORCL in Q2 2021 and has held it in 9 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Wealth Management Partners held 7,068 shares of Oracle worth $1.04M as of Q2 2026.
Wealth Management Partners bought 2,211 Oracle shares in Q2 2026, an estimated $401K.
Oracle made up 0.24% of Wealth Management Partners's portfolio in Q2 2026, its #78 holding.
Wealth Management Partners first reported a position in Oracle in Q2 2021 and has held it in 9 quarters since.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.