Alpha Financial Partners’s Oracle ORCL Stock Holding History

Alpha Financial Partners’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	$235K	Buy	1,606 +80	+5%	+$14.5K	0.12%	105
2026 Q1	$225K	Buy	1,526 +23	+2%	+$3.74K	0.13%	95
2025 Q4	$293K	Sell	1,503 -62	-4%	-$14.8K	0.18%	69
2025 Q3	$440K	Sell	1,565 -599	-28%	-$153K	0.29%	51
2025 Q2	$473K	Buy	2,164 +148	+7%	+$23.9K	0.34%	48
2025 Q1	$282K	Buy	2,016 +61	+3%	+$9.93K	0.23%	62
2024 Q4	$326K	Buy	+1,955	New	+$347K	0.26%	50
2024 Q3	–	Sell	-1,954	Closed	-$276K	–	138
2024 Q2	$276K	Buy	1,954 +114	+6%	+$14.2K	0.24%	51
2024 Q1	$231K	Buy	+1,840	New	+$211K	0.21%	63
2023 Q3	–	Sell	-1,839	Closed	-$219K	–	89
2023 Q2	$219K	Buy	+1,839	New	+$190K	0.23%	86

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alpha Financial Partners's ORCL Position: Q2 2026 in Review

Alpha Financial Partners increased its Oracle (ORCL) stake by 5.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,606 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #105.

Alpha Financial Partners first reported a position in ORCL in Q2 2023 and has held it in 10 quarters since. The position peaked at $473K in Q2 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alpha Financial Partners held 1,606 shares of Oracle worth $235K as of Q2 2026.
Alpha Financial Partners bought 80 Oracle shares in Q2 2026, an estimated $14.5K.
Oracle made up 0.12% of Alpha Financial Partners's portfolio in Q2 2026, its #105 holding.
Alpha Financial Partners first reported a position in Oracle in Q2 2023 and has held it in 10 quarters since.
Alpha Financial Partners's Oracle position peaked at $473K in Q2 2025.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.