CFG
ORCL icon

Cooper Financial Group’s Oracle ORCL Stock Holding History

Cooper Financial Group’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 		$2.32M Buy
15,852
+1,862
+13% +$337K 0.19% 96
2026
Q1 		$2.06M Buy
13,990
+2,081
+17% +$338K 0.21% 91
2025
Q4 		$2.32M Buy
11,909
+405
+4% +$96.4K 0.25% 74
2025
Q3 		$3.24M Buy
11,504
+2,152
+23% +$548K 0.36% 47
2025
Q2 		$2.04M Sell
9,352
-1,396
-13% -$225K 0.24% 78
2025
Q1 		$1.5M Sell
10,748
-1,988
-16% -$324K 0.2% 102
2024
Q4 		$2.12M Buy
12,736
+1,888
+17% +$335K 0.26% 68
2024
Q3 		$1.85M Buy
10,848
+4,671
+76% +$677K 0.24% 74
2024
Q2 		$872K Buy
6,177
+1,705
+38% +$212K 0.13% 143
2024
Q1 		$562K Sell
4,472
-566
-11% -$64.8K 0.09% 198
2023
Q4 		$531K Buy
5,038
+1,525
+43% +$166K 0.1% 195
2023
Q3 		$372K Buy
3,513
+228
+7% +$26.4K 0.09% 236
2023
Q2 		$391K Sell
3,285
-260
-7% -$26.9K 0.1% 222
2023
Q1 		$329K Buy
3,545
+1,018
+40% +$89.3K 0.09% 230
2022
Q4 		$207K Buy
+2,527
New +$192K 0.06% 278
2022
Q2 		– Sell
-2,458
Closed -$203K – 275
2022
Q1 		$203K Buy
+2,458
New +$199K 0.08% 237
2021
Q1 		– Sell
-4,156
Closed -$269K – 288
2020
Q4 		$269K Buy
+4,156
New +$247K 0.05% 232

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

Cooper Financial Group's ORCL Position: Q2 2026 in Review

Cooper Financial Group increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $337K and bringing the position to 15,852 shares worth $2.32M. The position accounts for 0.19% of the portfolio, ranked #96.

Cooper Financial Group first reported a position in ORCL in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.24M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cooper Financial Group held 15,852 shares of Oracle worth $2.32M as of Q2 2026.
  • Cooper Financial Group bought 1,862 Oracle shares in Q2 2026, an estimated $337K.
  • Oracle made up 0.19% of Cooper Financial Group's portfolio in Q2 2026, its #96 holding.
  • Cooper Financial Group first reported a position in Oracle in Q4 2020 and has held it in 17 quarters since.
  • Cooper Financial Group's Oracle position peaked at $3.24M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.