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Commonwealth Financial Services’s Oracle ORCL Stock Holding History

Commonwealth 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 		$514K Buy
3,507
+367
+12% +$66.5K 0.07% 142
2026
Q1 		$462K Buy
3,140
+521
+20% +$84.7K 0.07% 129
2025
Q4 		$510K Buy
2,619
+61
+2% +$14.5K 0.08% 121
2025
Q3 		$719K Sell
2,558
-104
-4% -$26.5K 0.12% 93
2025
Q2 		$582K Buy
2,662
+31
+1% +$5.01K 0.11% 102
2025
Q1 		$368K Buy
2,631
+211
+9% +$34.4K 0.08% 129
2024
Q4 		$403K Buy
2,420
+134
+6% +$23.8K 0.08% 123
2024
Q3 		$382K Buy
+2,286
New +$331K 0.08% 122

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Commonwealth Financial Services increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $66.5K and bringing the position to 3,507 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #142.

Commonwealth Financial Services first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $719K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Commonwealth Financial Services held 3,507 shares of Oracle worth $514K as of Q2 2026.
  • Commonwealth Financial Services bought 367 Oracle shares in Q2 2026, an estimated $66.5K.
  • Oracle made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #142 holding.
  • Commonwealth Financial Services first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Commonwealth Financial Services's Oracle position peaked at $719K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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