Wealth Quarterback’s Oracle ORCL Stock Holding History

Wealth Quarterback’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	$226K	Buy	1,544 +5	+0.3%	+$906	0.07%	160
2026 Q1	$226K	Buy	1,539 +3	+0.2%	+$488	0.09%	148
2025 Q4	$299K	Buy	1,536 +2	+0.1%	+$476	0.11%	125
2025 Q3	$431K	Buy	1,534 +2	+0.1%	+$509	0.17%	98
2025 Q2	$335K	Buy	1,532 +2	+0.1%	+$323	0.16%	104
2025 Q1	$214K	Buy	+1,530	New	+$249K	0.12%	114
2024 Q4	–	Sell	-1,360	Closed	-$232K	–	130
2024 Q3	$232K	Buy	+1,360	New	+$197K	0.12%	110
2021 Q3	$284K	Sell	3,257 -109	-3%	-$9.63K	0.19%	89
2021 Q2	$262K	Buy	+3,366	New	+$263K	0.16%	98
2020 Q4	$209K	Sell	3,225 -917	-22%	-$54.6K	0.17%	101
2020 Q3	$229K	Hold	4,142	–	–	0.21%	100
2020 Q2	$229K	Buy	4,142 +369	+10%	+$19.5K	0.21%	100
2020 Q1	$182K	Sell	3,773 -762	-17%	-$39.3K	0.17%	111
2019 Q4	$202K	Buy	+4,535	New	+$250K	0.18%	106

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Quarterback's ORCL Position: Q2 2026 in Review

Wealth Quarterback increased its Oracle (ORCL) stake by 0.32% in Q2 2026, buying an estimated $906 and bringing the position to 1,544 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #160.

Wealth Quarterback first reported a position in ORCL in Q4 2019 and has held it in 14 quarters since. The position peaked at $431K in Q3 2025. 1,176 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Wealth Quarterback held 1,544 shares of Oracle worth $226K as of Q2 2026.
Wealth Quarterback bought 5 Oracle shares in Q2 2026, an estimated $906.
Oracle made up 0.07% of Wealth Quarterback's portfolio in Q2 2026, its #160 holding.
Wealth Quarterback first reported a position in Oracle in Q4 2019 and has held it in 14 quarters since.
Wealth Quarterback's Oracle position peaked at $431K in Q3 2025.
1,176 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.