Catalyst Financial Partners’s Oracle ORCL Stock Holding History

Catalyst Financial Partners’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	$1.43M	Buy	9,754 +1,004	+11%	+$182K	0.14%	81
2026 Q1	$1.29M	Buy	8,750 +1,328	+18%	+$216K	0.15%	83
2025 Q4	$1.45M	Sell	7,422 -75	-1%	-$17.9K	0.16%	68
2025 Q3	$2.11M	Buy	7,497 +262	+4%	+$66.7K	0.25%	41
2025 Q2	$1.58M	Buy	7,235 +431	+6%	+$69.6K	0.17%	50
2025 Q1	$951K	Buy	6,804 +180	+3%	+$29.3K	0.18%	68
2024 Q4	$1.1M	Buy	6,624 +316	+5%	+$56.1K	0.21%	60
2024 Q3	$1.07M	Buy	6,308 +437	+7%	+$63.3K	0.21%	61
2024 Q2	$829K	Buy	5,871 +477	+9%	+$59.2K	0.18%	73
2024 Q1	$640K	Buy	5,394 +244	+5%	+$27.9K	0.16%	83
2023 Q4	$543K	Buy	5,150 +114	+2%	+$12.4K	0.15%	89
2023 Q3	$533K	Buy	5,036 +490	+11%	+$56.7K	0.17%	84
2023 Q2	$541K	Buy	4,546 +602	+15%	+$62.2K	0.19%	78
2023 Q1	$366K	Buy	3,944 +666	+20%	+$58.4K	0.16%	102
2022 Q4	$268K	Buy	+3,278	New	+$249K	0.14%	121

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

Catalyst Financial Partners's ORCL Position: Q2 2026 in Review

Catalyst Financial Partners increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $182K and bringing the position to 9,754 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #81.

Catalyst Financial Partners first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Catalyst Financial Partners held 9,754 shares of Oracle worth $1.43M as of Q2 2026.
Catalyst Financial Partners bought 1,004 Oracle shares in Q2 2026, an estimated $182K.
Oracle made up 0.14% of Catalyst Financial Partners's portfolio in Q2 2026, its #81 holding.
Catalyst Financial Partners first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Catalyst Financial Partners's Oracle position peaked at $2.11M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.