Exeter Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.05M | Sell |
20,782
-174
| -0.8% | -$31.5K | 1.17% | 31 |
|
|
2026
Q1 | $3.08M | Buy |
20,956
+1,636
| +8% | +$266K | 1.26% | 31 |
|
|
2025
Q4 | $3.77M | Sell |
19,320
-94
| -0.5% | -$22.4K | 1.6% | 22 |
|
|
2025
Q3 | $5.46M | Sell |
19,414
-4,505
| -19% | -$1.15M | 2.36% | 9 |
|
|
2025
Q2 | $5.23M | Sell |
23,919
-5,592
| -19% | -$903K | 2.33% | 9 |
|
|
2025
Q1 | $4.13M | Buy |
29,511
+191
| +0.7% | +$31.1K | 1.85% | 20 |
|
|
2024
Q4 | $4.89M | Sell |
29,320
-2,438
| -8% | -$433K | 2.24% | 11 |
|
|
2024
Q3 | $5.41M | Sell |
31,758
-2,931
| -8% | -$425K | 2.4% | 8 |
|
|
2024
Q2 | $4.9M | Sell |
34,689
-2,880
| -8% | -$358K | 2.34% | 9 |
|
|
2024
Q1 | $4.67M | Sell |
37,569
-573
| -2% | -$65.6K | 2.15% | 13 |
|
|
2023
Q4 | $3.95M | Buy |
38,142
+774
| +2% | +$84.5K | 1.92% | 14 |
|
|
2023
Q3 | $3.96M | Buy |
37,368
+291
| +0.8% | +$33.7K | 2.09% | 13 |
|
|
2023
Q2 | $4.26M | Sell |
37,077
-6,784
| -15% | -$701K | 2.2% | 11 |
|
|
2023
Q1 | $4.11M | Sell |
43,861
-431
| -1% | -$37.8K | 2.06% | 14 |
|
|
2022
Q4 | $3.62M | Buy |
44,292
+1,373
| +3% | +$104K | 1.89% | 17 |
|
|
2022
Q3 | $2.62M | Buy |
42,919
+2,056
| +5% | +$151K | 1.52% | 22 |
|
|
2022
Q2 | $2.85M | Buy |
40,863
+1,555
| +4% | +$114K | 1.59% | 20 |
|
|
2022
Q1 | $3.25M | Buy |
39,308
+919
| +2% | +$74.4K | 1.76% | 19 |
|
|
2021
Q4 | $3.42M | Sell |
38,389
-3,957
| -9% | -$372K | 1.87% | 16 |
|
|
2021
Q3 | $3.69M | Sell |
42,346
-1,152
| -3% | -$102K | 2.2% | 12 |
|
|
2021
Q2 | $3.56M | Sell |
43,498
-324
| -0.7% | -$25.4K | 2.06% | 14 |
|
|
2021
Q1 | $3.08M | Buy |
43,822
+429
| +1% | +$27.8K | 1.94% | 18 |
|
|
2020
Q4 | $2.81M | Buy |
43,393
+809
| +2% | +$48.2K | 1.95% | 17 |
|
|
2020
Q3 | $2.54M | Buy |
42,584
+228
| +0.5% | +$13K | 1.99% | 16 |
|
|
2020
Q2 | $2.34M | Sell |
42,356
-1,593
| -4% | -$84.4K | 1.95% | 18 |
|
|
2020
Q1 | $2.12M | Buy |
43,949
+2,000
| +5% | +$103K | 2% | 17 |
|
|
2019
Q4 | $2.22M | Sell |
41,949
-1,000
| -2% | -$55K | 1.72% | 21 |
|
|
2019
Q3 | $2.36M | Buy |
42,949
+3,370
| +9% | +$186K | 1.88% | 20 |
|
|
2019
Q2 | $2.25M | Sell |
39,579
-3,270
| -8% | -$177K | 1.89% | 20 |
|
|
2019
Q1 | $2.3M | Sell |
42,849
-1,850
| -4% | -$94.3K | 1.99% | 18 |
|
|
2018
Q4 | $2.02M | Buy |
44,699
+300
| +0.7% | +$14.4K | 1.9% | 19 |
|
|
2018
Q3 | $2.29M | Sell |
44,399
-100
| -0.2% | -$4.86K | 1.88% | 21 |
|
|
2018
Q2 | $1.96M | Sell |
44,499
-2,800
| -6% | -$129K | 1.73% | 22 |
|
|
2018
Q1 | $2.16M | Buy |
47,299
+1,900
| +4% | +$94.5K | 1.86% | 20 |
|
|
2017
Q4 | $2.15M | Buy |
+45,399
| New | +$2.23M | 1.87% | 20 |
|
Other funds holding ORCL
FWIA
ATO
ECSS
Exeter Financial's ORCL Position: Q2 2026 in Review
Exeter Financial reduced its Oracle (ORCL) stake by 0.83% in Q2 2026, selling an estimated $31.5K and leaving 20,782 shares worth $3.05M. The position accounts for 1.17% of the portfolio, ranked #31.
Exeter Financial first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.46M in Q3 2025. 1,494 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Exeter Financial held 20,782 shares of Oracle worth $3.05M as of Q2 2026.
- Exeter Financial sold 174 Oracle shares in Q2 2026, an estimated $31.5K.
- Oracle made up 1.17% of Exeter Financial's portfolio in Q2 2026, its #31 holding.
- Exeter Financial first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- Exeter Financial's Oracle position peaked at $5.46M in Q3 2025.
- 1,494 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.