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Delta Financial Advisors’s Oracle ORCL Stock Holding History

Delta 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 		$3.76M Sell
25,624
-391
-2% -$70.9K 0.89% 32
2026
Q1 		$3.83M Sell
26,015
-616
-2% -$100K 1% 27
2025
Q4 		$5.19M Sell
26,631
-263
-1% -$62.6K 1.35% 21
2025
Q3 		$7.56M Sell
26,894
-607
-2% -$155K 2.14% 8
2025
Q2 		$6.01M Sell
27,501
-618
-2% -$99.8K 2.11% 11
2025
Q1 		$3.93M Buy
28,119
+254
+0.9% +$41.4K 1.48% 20
2024
Q4 		$4.64M Sell
27,865
-311
-1% -$55.2K 1.73% 14
2024
Q3 		$4.8M Sell
28,176
-547
-2% -$79.2K 1.74% 13
2024
Q2 		$4.06M Buy
28,723
+8
+0% +$993 1.57% 14
2024
Q1 		$3.61M Sell
28,715
-374
-1% -$42.8K 1.43% 16
2023
Q4 		$3.07M Sell
29,089
-2,753
-9% -$300K 1.33% 19
2023
Q3 		$3.37M Sell
31,842
-219
-0.7% -$25.3K 1.52% 15
2023
Q2 		$3.82M Sell
32,061
-2,196
-6% -$227K 1.69% 12
2023
Q1 		$3.18M Sell
34,257
-469
-1% -$41.1K 1.53% 15
2022
Q4 		$2.84M Buy
34,726
+12
+0% +$912 1.38% 20
2022
Q3 		$2.12M Sell
34,714
-34
-0.1% -$2.49K 1.13% 29
2022
Q2 		$2.43M Sell
34,748
-90
-0.3% -$6.59K 1.21% 22
2022
Q1 		$2.88M Buy
34,838
+100
+0.3% +$8.1K 1.23% 20
2021
Q4 		$3.03M Sell
34,738
-32
-0.1% -$3K 1.23% 21
2021
Q3 		$3.03M Buy
34,770
+9
+0% +$795 1.35% 18
2021
Q2 		$2.71M Sell
34,761
-198
-0.6% -$15.5K 1.19% 24
2021
Q1 		$2.45M Buy
34,959
+74
+0.2% +$4.79K 1.15% 26
2020
Q4 		$2.26M Sell
34,885
-289
-0.8% -$17.2K 1.13% 25
2020
Q3 		$2.1M Sell
35,174
-3,703
-10% -$210K 1.16% 27
2020
Q2 		$2.15M Sell
38,877
-1,361
-3% -$72.1K 1.27% 23
2020
Q1 		$1.95M Sell
40,238
-22,222
-36% -$1.15M 1.34% 22
2019
Q4 		$3.31M Sell
62,460
-141
-0.2% -$7.76K 1.3% 27
2019
Q3 		$3.44M Sell
62,601
-519
-0.8% -$28.7K 1.4% 22
2019
Q2 		$3.6M Buy
+63,120
New +$3.42M 1.48% 17

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

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

Delta Financial Advisors reduced its Oracle (ORCL) stake by 1.5% in Q2 2026, selling an estimated $70.9K and leaving 25,624 shares worth $3.76M. The position accounts for 0.89% of the portfolio, ranked #32.

Delta Financial Advisors first reported a position in ORCL in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.56M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Delta Financial Advisors held 25,624 shares of Oracle worth $3.76M as of Q2 2026.
  • Delta Financial Advisors sold 391 Oracle shares in Q2 2026, an estimated $70.9K.
  • Oracle made up 0.89% of Delta Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Delta Financial Advisors first reported a position in Oracle in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's Oracle position peaked at $7.56M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.