Worth Asset Management’s Oracle ORCL Stock Holding History

Worth Asset 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	$1.22M	Buy	+8,295	New	+$1.5M	0.39%	63
2025 Q4	–	Sell	-6,446	Closed	-$1.81M	–	175
2025 Q3	$1.81M	Buy	+6,446	New	+$1.64M	0.82%	26
2025 Q1	–	Sell	-14,043	Closed	-$2.34M	–	159
2024 Q4	$2.34M	Buy	+14,043	New	+$2.49M	1.25%	19
2023 Q3	–	Sell	-209	Closed	-$24.9K	–	310
2023 Q2	$24.9K	Buy	209 +20	+11%	+$2.07K	0.02%	223
2023 Q1	$17.6K	Buy	+189	New	+$16.6K	0.01%	274

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Worth Asset Management's ORCL Position: Q2 2026 in Review

Worth Asset Management opened a new position in Oracle (ORCL) in Q2 2026: 8,295 shares worth $1.22M. The stake represents 0.39% of the portfolio and ranks #63 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in ORCL as recently as Q3 2025.

Worth Asset Management first reported a position in ORCL in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.34M in Q4 2024. 1,029 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Worth Asset Management held 8,295 shares of Oracle worth $1.22M as of Q2 2026.
Oracle was a new Worth Asset Management position in Q2 2026.
Oracle made up 0.39% of Worth Asset Management's portfolio in Q2 2026, its #63 holding.
Worth Asset Management first reported a position in Oracle in Q1 2023 and has held it in 5 quarters since.
Worth Asset Management's Oracle position peaked at $2.34M in Q4 2024.
1,029 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.