Barnes Pettey Financial Advisors’s Oracle ORCL Stock Holding History

Barnes Pettey Financial Advisors’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	$683K	Buy	4,659 +150	+3%	+$27.2K	0.21%	88
2026 Q1	$663K	Buy	4,509 +150	+3%	+$24.4K	0.29%	72
2025 Q4	$850K	Hold	4,359	–	–	0.42%	54
2025 Q3	$1.23M	Buy	4,359 +1,175	+37%	+$299K	0.67%	36
2025 Q2	$696K	Hold	3,184	–	–	0.47%	47
2025 Q1	$445K	Hold	3,184	–	–	0.35%	56
2024 Q4	$531K	Hold	3,184	–	–	0.41%	48
2024 Q3	$543K	Hold	3,184	–	–	0.43%	45
2024 Q2	$450K	Sell	3,184 -227	-7%	-$28.2K	0.39%	49
2024 Q1	$428K	Sell	3,411 -11	-0.3%	-$1.26K	0.37%	53
2023 Q4	$361K	Buy	3,422 +800	+31%	+$87.3K	0.29%	63
2023 Q3	$278K	Sell	2,622 -2	-0.1%	-$232	0.26%	71
2023 Q2	$313K	Buy	2,624 +158	+6%	+$16.3K	0.27%	67
2023 Q1	$229K	Buy	+2,466	New	+$216K	0.22%	93

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Barnes Pettey Financial Advisors's ORCL Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Oracle (ORCL) stake by 3.3% in Q2 2026, buying an estimated $27.2K and bringing the position to 4,659 shares worth $683K. The position accounts for 0.21% of the portfolio, ranked #88.

Barnes Pettey Financial Advisors first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Barnes Pettey Financial Advisors held 4,659 shares of Oracle worth $683K as of Q2 2026.
Barnes Pettey Financial Advisors bought 150 Oracle shares in Q2 2026, an estimated $27.2K.
Oracle made up 0.21% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #88 holding.
Barnes Pettey Financial Advisors first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
Barnes Pettey Financial Advisors's Oracle position peaked at $1.23M in Q3 2025.
1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.