EFL
ORCL icon

ERn Financial LLC’s Oracle ORCL Stock Holding History

ERn Financial LLC’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
Q3 		$977K Sell
7,116
-2
-0% -$282 0.16% 85
2026
Q2 		$1.04M Buy
7,118
+8
+0.1% +$1.45K 0.17% 81
2026
Q1 		$1.05M Buy
7,110
+32
+0.5% +$5.2K 0.2% 72
2025
Q4 		$1.38M Buy
7,078
+99
+1% +$23.6K 0.26% 67
2025
Q3 		$1.96M Sell
6,979
-1,024
-13% -$261K 0.39% 54
2025
Q2 		$1.75M Sell
8,003
-4,918
-38% -$794K 0.37% 57
2025
Q1 		$1.81M Sell
12,921
-247
-2% -$40.2K 0.29% 69
2024
Q4 		$2.19M Buy
13,168
+303
+2% +$53.8K 0.33% 63
2024
Q3 		$2.19M Sell
12,865
-46
-0.4% -$6.66K 0.33% 63
2024
Q2 		$1.82M Buy
12,911
+80
+0.6% +$9.9K 0.3% 65
2024
Q1 		$1.61M Buy
12,831
+93
+0.7% +$10.6K 0.28% 68
2023
Q4 		$1.38M Buy
12,738
+314
+3% +$34.3K 0.26% 71
2023
Q3 		$1.32M Buy
12,424
+559
+5% +$64.7K 0.29% 74
2023
Q2 		$1.41M Buy
11,865
+3,925
+49% +$406K 0.3% 70
2023
Q1 		$738K Buy
7,940
+9
+0.1% +$789 0.16% 98
2022
Q4 		$648K Buy
7,931
+353
+5% +$26.8K 0.15% 103
2022
Q3 		$463K Buy
7,578
+52
+0.7% +$3.81K 0.12% 109
2022
Q2 		$526K Sell
7,526
-20
-0.3% -$1.46K 0.13% 105
2022
Q1 		$624K Buy
7,546
+3
+0% +$243 0.14% 95
2021
Q4 		$658K Sell
7,543
-1,000
-12% -$93.9K 0.15% 87
2021
Q3 		$744K Hold
8,543
– – 0.19% 73
2021
Q2 		$665K Buy
8,543
+55
+0.6% +$4.3K 0.24% 58
2021
Q1 		$596K Hold
8,488
– – 0.23% 56
2020
Q4 		$549K Hold
8,488
– – 0.23% 57
2020
Q3 		$507K Buy
8,488
+614
+8% +$34.9K 0.24% 51
2020
Q2 		$435K Buy
+7,874
New +$417K 0.22% 52
2019
Q4 		– Sell
-8,372
Closed -$461K – 70
2019
Q3 		$461K Hold
8,372
– – 0.33% 34
2019
Q2 		$477K Sell
8,372
-278
-3% -$15K 0.36% 33
2019
Q1 		$471K Hold
8,650
– – 0.28% 44
2018
Q4 		$391K Buy
+8,650
New +$415K 0.35% 43

Other funds holding ORCL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ERn Financial LLC's ORCL Position: Q3 2026 in Review

ERn Financial LLC reduced its Oracle (ORCL) stake by 0.03% in Q3 2026, selling an estimated $282 and leaving 7,116 shares worth $977K. The position accounts for 0.16% of the portfolio, ranked #85.

ERn Financial LLC first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.19M in Q4 2024. 1,959 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • ERn Financial LLC held 7,116 shares of Oracle worth $977K as of Q3 2026.
  • ERn Financial LLC sold 2 Oracle shares in Q3 2026, an estimated $282.
  • Oracle made up 0.16% of ERn Financial LLC's portfolio in Q3 2026, its #85 holding.
  • ERn Financial LLC first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • ERn Financial LLC's Oracle position peaked at $2.19M in Q4 2024.
  • 1,959 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.