Burkett Financial Services’s Oracle ORCL Stock Holding History

Burkett 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	$198K	Buy	1,349 +4	+0.3%	+$725	0.06%	49
2026 Q1	$198K	Buy	1,345 +4	+0.3%	+$650	0.07%	51
2025 Q4	$261K	Buy	1,341 +2	+0.1%	+$476	0.09%	44
2025 Q3	$377K	Buy	1,339 +3	+0.2%	+$764	0.13%	41
2025 Q2	$292K	Buy	1,336 +5	+0.4%	+$807	0.11%	43
2025 Q1	$186K	Buy	1,331 +3	+0.2%	+$488	0.08%	50
2024 Q4	$221K	Buy	1,328 +256	+24%	+$45.5K	0.09%	44
2024 Q3	$183K	Buy	1,072 +3	+0.3%	+$435	0.08%	48
2024 Q2	$151K	Buy	1,069 +4	+0.4%	+$497	0.08%	47
2024 Q1	$134K	Buy	1,065 +4	+0.4%	+$458	0.07%	51
2023 Q4	$112K	Buy	+1,061	New	+$116K	0.06%	56

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Burkett Financial Services increased its Oracle (ORCL) stake by 0.3% in Q2 2026, buying an estimated $725 and bringing the position to 1,349 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #49.

Burkett Financial Services first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $377K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Burkett Financial Services held 1,349 shares of Oracle worth $198K as of Q2 2026.
Burkett Financial Services bought 4 Oracle shares in Q2 2026, an estimated $725.
Oracle made up 0.06% of Burkett Financial Services's portfolio in Q2 2026, its #49 holding.
Burkett Financial Services first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Oracle position peaked at $377K in Q3 2025.
1,590 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.