Werba Rubin Papier Wealth Management’s Oracle ORCL Stock Holding History

Werba Rubin Papier Wealth Management’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	$903K	Sell	6,159 -37	-0.6%	-$6.71K	0.11%	109
2026 Q1	$912K	Buy	6,196 +565	+10%	+$91.8K	0.13%	92
2025 Q4	$1.1M	Buy	5,631 +1,119	+25%	+$266K	0.3%	57
2025 Q3	$1.27M	Buy	4,512 +155	+4%	+$39.5K	0.21%	67
2025 Q2	$953K	Buy	4,357 +395	+10%	+$63.8K	0.18%	77
2025 Q1	$554K	Buy	3,962 +507	+15%	+$82.5K	0.12%	97
2024 Q4	$576K	Sell	3,455 -138	-4%	-$24.5K	0.14%	91
2024 Q3	$612K	Buy	3,593 +577	+19%	+$83.6K	0.14%	90
2024 Q2	$426K	Buy	3,016 +391	+15%	+$48.6K	0.12%	96
2024 Q1	$330K	Hold	2,625	–	–	0.1%	101
2023 Q4	$277K	Sell	2,625 -20	-0.8%	-$2.18K	0.09%	88
2023 Q3	$280K	Hold	2,645	–	–	0.1%	86
2023 Q2	$315K	Hold	2,645	–	–	0.11%	81
2023 Q1	$246K	Hold	2,645	–	–	0.1%	85
2022 Q4	$216K	Buy	+2,645	New	+$201K	0.09%	90

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

Werba Rubin Papier Wealth Management's ORCL Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Oracle (ORCL) stake by 0.6% in Q2 2026, selling an estimated $6.71K and leaving 6,159 shares worth $903K. The position accounts for 0.11% of the portfolio, ranked #109.

Werba Rubin Papier Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Werba Rubin Papier Wealth Management held 6,159 shares of Oracle worth $903K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 37 Oracle shares in Q2 2026, an estimated $6.71K.
Oracle made up 0.11% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #109 holding.
Werba Rubin Papier Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's Oracle position peaked at $1.27M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.