CGC Financial Services’s Oracle ORCL Stock Holding History

CGC 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	$400K	Hold	2,730	–	–	0.09%	48
2026 Q1	$402K	Hold	2,730	–	–	0.12%	40
2025 Q4	$532K	Hold	2,730	–	–	0.14%	33
2025 Q3	$768K	Sell	2,730 -81	-3%	-$20.6K	0.21%	26
2025 Q2	$615K	Hold	2,811	–	–	0.21%	27
2025 Q1	$393K	Sell	2,811 -67	-2%	-$10.9K	0.16%	30
2024 Q4	$480K	Sell	2,878 -115	-4%	-$20.4K	0.19%	27
2024 Q3	$510K	Sell	2,993 -30	-1%	-$4.34K	0.2%	27
2024 Q2	$427K	Hold	3,023	–	–	0.19%	28
2024 Q1	$380K	Sell	3,023 -108	-3%	-$12.4K	0.2%	30
2023 Q4	$330K	Hold	3,131	–	–	0.15%	39
2023 Q3	$332K	Hold	3,131	–	–	0.23%	31
2023 Q2	$373K	Buy	+3,131	New	+$324K	0.24%	30

Other funds holding ORCL

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

CGC Financial Services held its Oracle (ORCL) position steady in Q2 2026 at 2,730 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #48.

CGC Financial Services first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $768K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

CGC Financial Services held 2,730 shares of Oracle worth $400K as of Q2 2026.
CGC Financial Services left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.09% of CGC Financial Services's portfolio in Q2 2026, its #48 holding.
CGC Financial Services first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Oracle position peaked at $768K in Q3 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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