WPC
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Wedmont Private Capital’s Oracle ORCL Stock Holding History

Wedmont Private Capital’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 		$9.15M Buy
65,076
+53
+0.1% +$9.61K 0.25% 57
2026
Q1 		$9.34M Sell
65,023
-19,239
-23% -$3.13M 0.3% 50
2025
Q4 		$16.2M Buy
84,262
+1,996
+2% +$475K 0.56% 28
2025
Q3 		$23.4M Buy
82,266
+1,663
+2% +$423K 0.87% 23
2025
Q2 		$19M Sell
80,603
-8,633
-10% -$1.39M 0.81% 20
2025
Q1 		$11.8M Sell
89,236
-2,062
-2% -$336K 0.61% 27
2024
Q4 		$14.1M Buy
91,298
+1,812
+2% +$322K 0.74% 24
2024
Q3 		$15.2M Buy
89,486
+11,119
+14% +$1.61M 0.87% 18
2024
Q2 		$11.3M Buy
78,367
+60,061
+328% +$7.46M 0.71% 25
2024
Q1 		$2.26M Buy
18,306
+1,287
+8% +$147K 0.16% 82
2023
Q4 		$1.78M Sell
17,019
-393
-2% -$42.9K 0.15% 89
2023
Q3 		$1.92M Buy
17,412
+1,400
+9% +$162K 0.19% 78
2023
Q2 		$1.91M Buy
16,012
+1,056
+7% +$109K 0.21% 76
2023
Q1 		$1.4M Buy
14,956
+507
+4% +$44.5K 0.19% 81
2022
Q4 		$1.24M Buy
14,449
+4,865
+51% +$370K 0.19% 87
2022
Q3 		$585K Buy
9,584
+3,866
+68% +$283K 0.12% 140
2022
Q2 		$400K Sell
5,718
-355
-6% -$26K 0.09% 171
2022
Q1 		$511K Sell
6,073
-378
-6% -$30.6K 0.11% 141
2021
Q4 		$566K Buy
+6,451
New +$606K 0.17% 99

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

Wedmont Private Capital's ORCL Position: Q2 2026 in Review

Wedmont Private Capital increased its Oracle (ORCL) stake by 0.08% in Q2 2026, buying an estimated $9.61K and bringing the position to 65,076 shares worth $9.15M. The position accounts for 0.25% of the portfolio, ranked #57.

Wedmont Private Capital first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.4M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wedmont Private Capital held 65,076 shares of Oracle worth $9.15M as of Q2 2026.
  • Wedmont Private Capital bought 53 Oracle shares in Q2 2026, an estimated $9.61K.
  • Oracle made up 0.25% of Wedmont Private Capital's portfolio in Q2 2026, its #57 holding.
  • Wedmont Private Capital first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Oracle position peaked at $23.4M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.