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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
Q3 		$186K Buy
1,354
+5
+0.4% +$705 0.06% 59
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Burkett Financial Services's ORCL Position: Q3 2026 in Review

Burkett Financial Services increased its Oracle (ORCL) stake by 0.37% in Q3 2026, buying an estimated $705 and bringing the position to 1,354 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #59.

Burkett Financial Services first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $377K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Burkett Financial Services held 1,354 shares of Oracle worth $186K as of Q3 2026.
  • Burkett Financial Services bought 5 Oracle shares in Q3 2026, an estimated $705.
  • Oracle made up 0.06% of Burkett Financial Services's portfolio in Q3 2026, its #59 holding.
  • Burkett Financial Services first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Oracle position peaked at $377K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.