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Ethos Financial Group’s Oracle ORCL Stock Holding History

Ethos 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 		$603K Sell
5,120
-938
-15% -$170K 0.04% 318
2026
Q1 		$891K Buy
6,058
+125
+2% +$20.3K 0.07% 219
2025
Q4 		$1.16M Sell
5,933
-1,693
-22% -$403K 0.09% 184
2025
Q3 		$2.14M Sell
7,626
-768
-9% -$196K 0.17% 119
2025
Q2 		$1.84M Buy
8,394
+3,911
+87% +$632K 0.16% 126
2025
Q1 		$747K Hold
4,483
– – 0.07% 179
2024
Q4 		$747K Buy
4,483
+1,113
+33% +$198K 0.1% 123
2024
Q3 		$574K Sell
3,370
-120
-3% -$17.4K 0.09% 120
2024
Q2 		$493K Sell
3,490
-3,486
-50% -$433K 0.09% 138
2024
Q1 		$876K Buy
6,976
+2,502
+56% +$286K 0.17% 89
2023
Q4 		$472K Buy
4,474
+591
+15% +$64.5K 0.1% 142
2023
Q3 		$411K Buy
+3,883
New +$449K 0.11% 107

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $170K and leaving 5,120 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #318.

Ethos Financial Group first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ethos Financial Group held 5,120 shares of Oracle worth $603K as of Q2 2026.
  • Ethos Financial Group sold 938 Oracle shares in Q2 2026, an estimated $170K.
  • Oracle made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #318 holding.
  • Ethos Financial Group first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
  • Ethos Financial Group's Oracle position peaked at $2.14M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.