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Allegheny Financial Group’s Oracle ORCL Stock Holding History

Allegheny Financial Group’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 		$766K Buy
5,224
+75
+1% +$13.6K 0.08% 132
2026
Q1 		$758K Buy
5,149
+40
+0.8% +$6.5K 0.1% 122
2025
Q4 		$996K Buy
5,109
+241
+5% +$57.4K 0.15% 100
2025
Q3 		$1.37M Buy
4,868
+136
+3% +$34.6K 0.26% 72
2025
Q2 		$1.03M Buy
4,732
+34
+0.7% +$5.49K 0.23% 84
2025
Q1 		$657K Buy
4,698
+268
+6% +$43.6K 0.17% 110
2024
Q4 		$738K Sell
4,430
-343
-7% -$60.9K 0.19% 100
2024
Q3 		$813K Buy
4,773
+37
+0.8% +$5.36K 0.2% 100
2024
Q2 		$669K Buy
4,736
+9
+0.2% +$1.12K 0.19% 104
2024
Q1 		$594K Sell
4,727
-331
-7% -$37.9K 0.18% 104
2023
Q4 		$533K Sell
5,058
-271
-5% -$29.6K 0.17% 108
2023
Q3 		$564K Buy
5,329
+650
+14% +$75.2K 0.21% 91
2023
Q2 		$557K Buy
4,679
+181
+4% +$18.7K 0.26% 75
2023
Q1 		$418K Buy
4,498
+11
+0.2% +$965 0.17% 113
2022
Q4 		$367K Buy
+4,487
New +$341K 0.15% 113
2022
Q3 		– Sell
-3,056
Closed -$214K – 173
2022
Q2 		$214K Sell
3,056
-298
-9% -$21.8K 0.1% 145
2022
Q1 		$277K Buy
3,354
+310
+10% +$25.1K 0.12% 124
2021
Q4 		$265K Buy
3,044
+5
+0.2% +$469 0.11% 128
2021
Q3 		$265K Sell
3,039
-20
-0.7% -$1.77K 0.12% 115
2021
Q2 		$238K Buy
+3,059
New +$239K 0.11% 126

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's ORCL Position: Q2 2026 in Review

Allegheny Financial Group increased its Oracle (ORCL) stake by 1.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,224 shares worth $766K. The position accounts for 0.08% of the portfolio, ranked #132.

Allegheny Financial Group first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Allegheny Financial Group held 5,224 shares of Oracle worth $766K as of Q2 2026.
  • Allegheny Financial Group bought 75 Oracle shares in Q2 2026, an estimated $13.6K.
  • Oracle made up 0.08% of Allegheny Financial Group's portfolio in Q2 2026, its #132 holding.
  • Allegheny Financial Group first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
  • Allegheny Financial Group's Oracle position peaked at $1.37M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.