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AFT Forsyth & Company’s Oracle ORCL Stock Holding History

AFT Forsyth & Company’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 		$996K Sell
6,795
-1,001
-13% -$181K 0.48% 48
2026
Q1 		$1.15M Sell
7,796
-75
-1% -$12.2K 0.54% 42
2025
Q4 		$1.53M Sell
7,871
-725
-8% -$173K 0.66% 37
2025
Q3 		$2.42M Buy
8,596
+1,187
+16% +$302K 1.16% 19
2025
Q2 		$1.62M Buy
7,409
+385
+5% +$62.2K 0.83% 27
2025
Q1 		$982K Buy
7,024
+285
+4% +$46.4K 0.53% 42
2024
Q4 		$1.12M Buy
6,739
+1,659
+33% +$295K 0.55% 39
2024
Q3 		$866K Buy
5,080
+3,110
+158% +$450K 0.43% 53
2024
Q2 		$278K Buy
1,970
+290
+17% +$36K 0.14% 118
2024
Q1 		$211K Buy
+1,680
New +$192K 0.12% 135

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFT Forsyth & Company's ORCL Position: Q2 2026 in Review

AFT Forsyth & Company reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $181K and leaving 6,795 shares worth $996K. The position accounts for 0.48% of the portfolio, ranked #48.

AFT Forsyth & Company first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.42M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • AFT Forsyth & Company held 6,795 shares of Oracle worth $996K as of Q2 2026.
  • AFT Forsyth & Company sold 1,001 Oracle shares in Q2 2026, an estimated $181K.
  • Oracle made up 0.48% of AFT Forsyth & Company's portfolio in Q2 2026, its #48 holding.
  • AFT Forsyth & Company first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • AFT Forsyth & Company's Oracle position peaked at $2.42M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.