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Everhart Financial Group’s Oracle ORCL Stock Holding History

Everhart 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 		$2.19M Sell
14,938
-399
-3% -$72.3K 0.14% 76
2026
Q1 		$2.26M Buy
15,337
+2,658
+21% +$432K 0.19% 65
2025
Q4 		$2.47M Sell
12,679
-790
-6% -$188K 0.23% 52
2025
Q3 		$3.79M Buy
13,469
+934
+7% +$238K 0.38% 38
2025
Q2 		$2.74M Sell
12,535
-532
-4% -$85.9K 0.32% 44
2025
Q1 		$1.83M Buy
13,067
+274
+2% +$44.6K 0.25% 52
2024
Q4 		$2.13M Buy
12,793
+605
+5% +$107K 0.44% 42
2024
Q3 		$2.08M Buy
12,188
+1,330
+12% +$193K 0.46% 41
2024
Q2 		$1.53M Buy
10,858
+1,483
+16% +$184K 0.4% 44
2024
Q1 		$1.18M Buy
9,375
+2,212
+31% +$253K 0.34% 54
2023
Q4 		$755K Buy
7,163
+96
+1% +$10.5K 0.27% 74
2023
Q3 		$749K Buy
7,067
+472
+7% +$54.6K 0.32% 67
2023
Q2 		$785K Buy
6,595
+471
+8% +$48.7K 0.32% 66
2023
Q1 		$569K Buy
6,124
+1,532
+33% +$134K 0.26% 79
2022
Q4 		$375K Sell
4,592
-519
-10% -$39.4K 0.19% 100
2022
Q3 		$313K Sell
5,111
-2
-0% -$146 0.17% 121
2022
Q2 		$357K Buy
5,113
+219
+4% +$16K 0.22% 107
2022
Q1 		$405K Buy
4,894
+835
+21% +$67.6K 0.23% 87
2021
Q4 		$354K Buy
4,059
+108
+3% +$10.1K 0.21% 85
2021
Q3 		$344K Sell
3,951
-274
-6% -$24.2K 0.24% 75
2021
Q2 		$329K Buy
+4,225
New +$331K 0.23% 70

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Everhart Financial Group reduced its Oracle (ORCL) stake by 2.6% in Q2 2026, selling an estimated $72.3K and leaving 14,938 shares worth $2.19M. The position accounts for 0.14% of the portfolio, ranked #76.

Everhart Financial Group first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.79M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Everhart Financial Group held 14,938 shares of Oracle worth $2.19M as of Q2 2026.
  • Everhart Financial Group sold 399 Oracle shares in Q2 2026, an estimated $72.3K.
  • Oracle made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #76 holding.
  • Everhart Financial Group first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
  • Everhart Financial Group's Oracle position peaked at $3.79M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.