Birch Financial Group’s Oracle ORCL Stock Holding History

Birch 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	$599K	Sell	4,085 -1,659	-29%	-$301K	0.31%	61
2026 Q1	$845K	Buy	5,744 +1,080	+23%	+$176K	0.49%	43
2025 Q4	$909K	Buy	4,664 +82	+2%	+$19.5K	0.52%	42
2025 Q3	$1.29M	Buy	4,582 +434	+10%	+$111K	0.76%	29
2025 Q2	$907K	Buy	4,148 +1,629	+65%	+$263K	0.73%	34
2025 Q1	$352K	Buy	2,519 +527	+26%	+$85.8K	0.31%	70
2024 Q4	$332K	Buy	+1,992	New	+$354K	0.37%	61

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

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

Birch Financial Group reduced its Oracle (ORCL) stake by 29% in Q2 2026, selling an estimated $301K and leaving 4,085 shares worth $599K. The position accounts for 0.31% of the portfolio, ranked #61.

Birch Financial Group first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Birch Financial Group held 4,085 shares of Oracle worth $599K as of Q2 2026.
Birch Financial Group sold 1,659 Oracle shares in Q2 2026, an estimated $301K.
Oracle made up 0.31% of Birch Financial Group's portfolio in Q2 2026, its #61 holding.
Birch Financial Group first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's Oracle position peaked at $1.29M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.