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Bare Financial Services’s Oracle ORCL Stock Holding History

Bare Financial Services’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 		$25.6K Buy
175
+84
+92% +$15.2K 0.01% 188
2026
Q1 		$13.4K Buy
91
+70
+333% +$11.4K ﹤0.01% 215
2025
Q4 		$4.09K Sell
21
-3
-13% -$714 ﹤0.01% 609
2025
Q3 		$6.75K Buy
24
+11
+85% +$2.8K ﹤0.01% 410
2025
Q2 		$2.84K Buy
+13
New +$2.1K ﹤0.01% 686
2024
Q1 		– Sell
-70
Closed -$7.38K – 146
2023
Q4 		$7.38K Buy
+70
New +$7.64K 0.01% 82

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

Bare Financial Services's ORCL Position: Q2 2026 in Review

Bare Financial Services increased its Oracle (ORCL) stake by 92% in Q2 2026, buying an estimated $15.2K and bringing the position to 175 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #188.

Bare Financial Services first reported a position in ORCL in Q4 2023 and has held it in 6 quarters since. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bare Financial Services held 175 shares of Oracle worth $25.6K as of Q2 2026.
  • Bare Financial Services bought 84 Oracle shares in Q2 2026, an estimated $15.2K.
  • Oracle made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #188 holding.
  • Bare Financial Services first reported a position in Oracle in Q4 2023 and has held it in 6 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.