WMWM
ORCL icon

Whitaker-Myers Wealth Managers’s Oracle ORCL Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2M Sell
13,668
-1,858
-12% -$337K 0.33% 55
2026
Q1 		$2.28M Buy
15,526
+6,008
+63% +$977K 0.46% 32
2025
Q4 		$1.86M Buy
9,518
+5,815
+157% +$1.38M 0.39% 31
2025
Q3 		$1.04M Buy
3,703
+210
+6% +$53.5K 0.23% 53
2025
Q2 		$764K Sell
3,493
-193
-5% -$31.2K 0.19% 51
2025
Q1 		$515K Buy
+3,686
New +$600K 0.14% 59
2024
Q4 		– Sell
-2,798
Closed -$477K – 136
2024
Q3 		$477K Buy
2,798
+645
+30% +$93.4K 0.16% 60
2024
Q2 		$304K Buy
+2,153
New +$267K 0.11% 76

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return