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Comprehensive Financial Consultants Institutional’s Oracle ORCL Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$615K Hold
4,199
– – 0.16% 127
2026
Q1 		$618K Hold
4,199
– – 0.18% 123
2025
Q4 		$818K Sell
4,199
-205
-5% -$48.8K 0.25% 104
2025
Q3 		$1.24M Hold
4,404
– – 0.38% 86
2025
Q2 		$963K Buy
4,404
+16
+0.4% +$2.58K 0.32% 97
2025
Q1 		$613K Buy
4,388
+10
+0.2% +$1.63K 0.22% 111
2024
Q4 		$730K Buy
4,378
+872
+25% +$155K 0.27% 105
2024
Q3 		$597K Hold
3,506
– – 0.22% 112
2024
Q2 		$495K Sell
3,506
-234
-6% -$29.1K 0.19% 120
2024
Q1 		$470K Buy
3,740
+234
+7% +$26.8K 0.19% 120
2023
Q4 		$370K Sell
3,506
-48
-1% -$5.24K 0.17% 123
2023
Q3 		$376K Buy
3,554
+48
+1% +$5.56K 0.2% 118
2023
Q2 		$417K Hold
3,506
– – 0.22% 112
2023
Q1 		$326K Hold
3,506
– – 0.18% 128
2022
Q4 		$311K Sell
3,506
-97
-3% -$7.37K 0.19% 125
2022
Q3 		$241K Buy
3,603
+97
+3% +$7.1K 0.16% 138
2022
Q2 		$246K Hold
3,506
– – 0.17% 137
2022
Q1 		$254K Sell
3,506
-100
-3% -$8.1K 0.18% 139
2021
Q4 		$275K Buy
+3,606
New +$339K 0.18% 128

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

Comprehensive Financial Consultants Institutional's ORCL Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Oracle (ORCL) position steady in Q2 2026 at 4,199 shares worth $615K. The position accounts for 0.16% of the portfolio, ranked #127.

Comprehensive Financial Consultants Institutional first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 4,199 shares of Oracle worth $615K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.16% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #127 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Oracle position peaked at $1.24M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.