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Yarger Wealth Strategies’s Oracle ORCL Stock Holding History

Yarger Wealth Strategies’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 		$221K Buy
1,570
+65
+4% +$11.8K 0.08% 129
2026
Q1 		$221K Buy
1,505
+100
+7% +$16.3K 0.09% 114
2025
Q4 		$274K Buy
1,405
+35
+3% +$8.33K 0.12% 102
2025
Q3 		$385K Buy
1,370
+66
+5% +$16.8K 0.18% 82
2025
Q2 		$285K Buy
+1,304
New +$211K 0.15% 86

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Yarger Wealth Strategies's ORCL Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Oracle (ORCL) stake by 4.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,570 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #129.

Yarger Wealth Strategies first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $385K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Yarger Wealth Strategies held 1,570 shares of Oracle worth $221K as of Q2 2026.
  • Yarger Wealth Strategies bought 65 Oracle shares in Q2 2026, an estimated $11.8K.
  • Oracle made up 0.08% of Yarger Wealth Strategies's portfolio in Q2 2026, its #129 holding.
  • Yarger Wealth Strategies first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Yarger Wealth Strategies's Oracle position peaked at $385K in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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