WorthPointe’s Oracle ORCL Stock Holding History

WorthPointe’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	–	Sell	-1,786	Closed	-$263K	–	128
2026 Q1	$263K	Sell	1,786 -190	-10%	-$30.9K	0.07%	100
2025 Q4	$385K	Buy	1,976 +293	+17%	+$69.8K	0.1%	95
2025 Q3	$473K	Sell	1,683 -72	-4%	-$18.3K	0.18%	60
2025 Q2	$384K	Buy	1,755 +29	+2%	+$4.68K	0.16%	59
2025 Q1	$241K	Sell	1,726 -8	-0.5%	-$1.3K	0.11%	77
2024 Q4	$289K	Buy	1,734 +67	+4%	+$11.9K	0.12%	74
2024 Q3	$284K	Sell	1,667 -34	-2%	-$4.92K	0.12%	66
2024 Q2	$240K	Buy	1,701 +6	+0.4%	+$745	0.11%	63
2024 Q1	$213K	Buy	+1,695	New	+$194K	0.11%	63
2023 Q4	–	Sell	-2,018	Closed	-$214K	–	83
2023 Q3	$214K	Buy	2,018 +333	+20%	+$38.5K	0.13%	66
2023 Q2	$201K	Buy	+1,685	New	+$174K	0.12%	56

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

WorthPointe's ORCL Position: Q2 2026 in Review

WorthPointe sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,786 shares — an estimated $263K sold.

WorthPointe first reported a position in ORCL in Q2 2023 and held it in 11 quarters. The position peaked at $473K in Q3 2025. 1,671 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

WorthPointe reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
WorthPointe sold 1,786 Oracle shares in Q2 2026, an estimated $263K.
WorthPointe first reported a position in Oracle in Q2 2023 and held it in 11 quarters.
WorthPointe's Oracle position peaked at $473K in Q3 2025.
1,671 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.