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Embree Financial Group’s Oracle ORCL Stock Holding History

Embree 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 		$472K Sell
3,219
-986
-23% -$179K 0.05% 173
2026
Q1 		$619K Buy
4,205
+1,142
+37% +$186K 0.07% 146
2025
Q4 		$597K Buy
3,063
+162
+6% +$38.6K 0.07% 142
2025
Q3 		$816K Buy
2,901
+74
+3% +$18.8K 0.11% 116
2025
Q2 		$618K Sell
2,827
-43
-1% -$6.94K 0.09% 128
2025
Q1 		$401K Buy
2,870
+431
+18% +$70.2K 0.07% 139
2024
Q4 		$406K Sell
2,439
-49
-2% -$8.7K 0.07% 132
2024
Q3 		$424K Sell
2,488
-75
-3% -$10.9K 0.08% 126
2024
Q2 		$362K Sell
2,563
-199
-7% -$24.7K 0.07% 134
2024
Q1 		$347K Buy
2,762
+287
+12% +$32.8K 0.07% 139
2023
Q4 		$261K Buy
+2,475
New +$270K 0.05% 152

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

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

Embree Financial Group reduced its Oracle (ORCL) stake by 23% in Q2 2026, selling an estimated $179K and leaving 3,219 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #173.

Embree Financial Group first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $816K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Embree Financial Group held 3,219 shares of Oracle worth $472K as of Q2 2026.
  • Embree Financial Group sold 986 Oracle shares in Q2 2026, an estimated $179K.
  • Oracle made up 0.05% of Embree Financial Group's portfolio in Q2 2026, its #173 holding.
  • Embree Financial Group first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Oracle position peaked at $816K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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