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Churchill Financial Advisors’s Oracle ORCL Stock Holding History

Churchill Financial Advisors’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 		$8.49M Sell
57,913
-1,259
-2% -$228K 1.63% 14
2026
Q1 		$8.7M Buy
59,172
+17,648
+43% +$2.87M 1.83% 12
2025
Q4 		$8.09M Buy
+41,524
New +$9.89M 2.47% 6

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Churchill Financial Advisors's ORCL Position: Q2 2026 in Review

Churchill Financial Advisors reduced its Oracle (ORCL) stake by 2.1% in Q2 2026, selling an estimated $228K and leaving 57,913 shares worth $8.49M. The position accounts for 1.63% of the portfolio, ranked #14.

Churchill Financial Advisors first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.7M in Q1 2026. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Churchill Financial Advisors held 57,913 shares of Oracle worth $8.49M as of Q2 2026.
  • Churchill Financial Advisors sold 1,259 Oracle shares in Q2 2026, an estimated $228K.
  • Oracle made up 1.63% of Churchill Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Churchill Financial Advisors first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's Oracle position peaked at $8.7M in Q1 2026.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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