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ORCL icon

Wealthquest’s Oracle ORCL Stock Holding History

Wealthquest’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 		$686K Buy
4,678
+2,275
+95% +$412K 0.04% 80
2026
Q1 		$354K Buy
2,403
+269
+13% +$43.7K 0.03% 105
2025
Q4 		$416K Buy
+2,134
New +$508K 0.03% 93
2025
Q3 		– Sell
-1,977
Closed -$432K – 105
2025
Q2 		$432K Buy
1,977
+119
+6% +$19.2K 0.03% 83
2025
Q1 		$260K Sell
1,858
-328
-15% -$53.4K 0.02% 105
2024
Q4 		$364K Sell
2,186
-89
-4% -$15.8K 0.03% 87
2024
Q3 		$380K Hold
2,275
– – 0.03% 85
2024
Q2 		$321K Buy
2,275
+50
+2% +$6.21K 0.03% 93
2024
Q1 		$280K Buy
2,225
+99
+5% +$11.3K 0.03% 109
2023
Q4 		$224K Hold
2,126
– – 0.02% 123
2023
Q3 		$225K Buy
2,126
+32
+2% +$3.7K 0.03% 119
2023
Q2 		$249K Sell
2,094
-391
-16% -$40.4K 0.03% 108
2023
Q1 		$231K Hold
2,485
– – 0.03% 111
2022
Q4 		$203K Buy
+2,485
New +$189K 0.03% 123
2022
Q2 		– Sell
-3,868
Closed -$337K – 135
2022
Q1 		$337K Hold
3,868
– – 0.05% 100
2021
Q4 		$337K Sell
3,868
-467
-11% -$43.8K 0.05% 100
2021
Q3 		$377K Sell
4,335
-201
-4% -$17.8K 0.06% 89
2021
Q2 		$353K Sell
4,536
-196
-4% -$15.3K 0.06% 95
2021
Q1 		$332K Buy
4,732
+168
+4% +$10.9K 0.06% 101
2020
Q4 		$295K Buy
4,564
+427
+10% +$25.4K 0.06% 98
2020
Q3 		$247K Sell
4,137
-413
-9% -$23.5K 0.06% 94
2020
Q2 		$251K Buy
+4,550
New +$241K 0.06% 92
2019
Q4 		$237K Hold
4,490
– – 0.07% 117
2019
Q3 		$247K Hold
4,490
– – 0.08% 114
2019
Q2 		$255K Sell
4,490
-148
-3% -$8.01K 0.1% 105
2019
Q1 		$249K Buy
4,638
+148
+3% +$7.54K 0.09% 111
2018
Q4 		$202K Buy
+4,490
New +$215K 0.08% 128

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

Wealthquest's ORCL Position: Q2 2026 in Review

Wealthquest increased its Oracle (ORCL) stake by 95% in Q2 2026, buying an estimated $412K and bringing the position to 4,678 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #80.

Wealthquest first reported a position in ORCL in Q4 2018 and has held it in 27 quarters since. 1,255 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealthquest held 4,678 shares of Oracle worth $686K as of Q2 2026.
  • Wealthquest bought 2,275 Oracle shares in Q2 2026, an estimated $412K.
  • Oracle made up 0.04% of Wealthquest's portfolio in Q2 2026, its #80 holding.
  • Wealthquest first reported a position in Oracle in Q4 2018 and has held it in 27 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.