Compass Financial Management’s Oracle ORCL Stock Holding History

Compass Financial Management’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	$3.04K	Buy	+2,000	New	+$362K	﹤0.01%	1268

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's ORCL Position: Q2 2026 in Review

Compass Financial Management opened a new position in Oracle (ORCL) in Q2 2026: 9,893 shares worth $1.45M. The stake represents 0.17% of the portfolio and ranks #141 among its holdings.

3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Compass Financial Management held 9,893 shares of Oracle worth $1.45M as of Q2 2026.
Oracle was a new Compass Financial Management position in Q2 2026.
Oracle made up 0.17% of Compass Financial Management's portfolio in Q2 2026, its #141 holding.
3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.