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Wiser Wealth Management’s Oracle ORCL Stock Holding History

Wiser 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 		$215K Buy
+1,464
New +$265K 0.04% 68
2026
Q1 		– Sell
-1,277
Closed -$249K – 59
2025
Q4 		$249K Hold
1,277
– – 0.06% 50
2025
Q3 		$359K Buy
+1,277
New +$325K 0.08% 44

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Wiser Wealth Management's ORCL Position: Q2 2026 in Review

Wiser Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 1,464 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings. This is a return to the name: Wiser Wealth Management previously reported a position in ORCL as recently as Q4 2025.

Wiser Wealth Management first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $359K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wiser Wealth Management held 1,464 shares of Oracle worth $215K as of Q2 2026.
  • Oracle was a new Wiser Wealth Management position in Q2 2026.
  • Oracle made up 0.04% of Wiser Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Wiser Wealth Management first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Wiser Wealth Management's Oracle position peaked at $359K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.