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Wealthcare Capital Partners’s Oracle ORCL Stock Holding History

Wealthcare Capital 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 		$212K Sell
1,444
-26
-2% -$4.71K 0.09% 163
2026
Q1 		$216K Sell
1,470
-32
-2% -$5.2K 0.1% 149
2025
Q4 		$293K Sell
1,502
-15
-1% -$3.57K 0.14% 117
2025
Q3 		$427K Buy
1,517
+41
+3% +$10.4K 0.2% 94
2025
Q2 		$323K Buy
+1,476
New +$238K 0.16% 106

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealthcare Capital Partners's ORCL Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Oracle (ORCL) stake by 1.8% in Q2 2026, selling an estimated $4.71K and leaving 1,444 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #163.

Wealthcare Capital Partners first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $427K in Q3 2025. 1,611 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealthcare Capital Partners held 1,444 shares of Oracle worth $212K as of Q2 2026.
  • Wealthcare Capital Partners sold 26 Oracle shares in Q2 2026, an estimated $4.71K.
  • Oracle made up 0.09% of Wealthcare Capital Partners's portfolio in Q2 2026, its #163 holding.
  • Wealthcare Capital Partners first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Wealthcare Capital Partners's Oracle position peaked at $427K in Q3 2025.
  • 1,611 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.