Fiduciary Alliance’s Oracle ORCL Stock Holding History

Fiduciary Alliance’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	$2.18M	Buy	14,845 +1,562	+12%	+$283K	0.15%	165
2026 Q1	$2.26M	Buy	13,283 +157	+1%	+$25.5K	0.14%	170
2025 Q4	$2.56M	Buy	13,126 +1,017	+8%	+$242K	0.17%	139
2025 Q3	$3.41M	Buy	12,109 +333	+3%	+$84.8K	0.23%	99
2025 Q2	$2.57M	Sell	11,776 -1,329	-10%	-$215K	0.19%	118
2025 Q1	$1.83M	Sell	13,105 -24,923	-66%	-$4.06M	0.18%	115
2024 Q4	$6.34M	Buy	38,028 +22,238	+141%	+$3.95M	0.64%	42
2024 Q3	$2.69M	Buy	+15,790	New	+$2.29M	0.36%	71
2023 Q3	–	Sell	-487	Closed	-$58K	–	685
2023 Q2	$58K	Buy	+487	New	+$50.4K	0.01%	289
2023 Q1	–	Sell	-222	Closed	-$18.2K	–	623
2022 Q4	$18.2K	Buy	+222	New	+$16.9K	﹤0.01%	325

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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 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

Fiduciary Alliance's ORCL Position: Q2 2026 in Review

Fiduciary Alliance increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $283K and bringing the position to 14,845 shares worth $2.18M. The position accounts for 0.15% of the portfolio, ranked #165.

Fiduciary Alliance first reported a position in ORCL in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.34M in Q4 2024. 682 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Fiduciary Alliance held 14,845 shares of Oracle worth $2.18M as of Q2 2026.
Fiduciary Alliance bought 1,562 Oracle shares in Q2 2026, an estimated $283K.
Oracle made up 0.15% of Fiduciary Alliance's portfolio in Q2 2026, its #165 holding.
Fiduciary Alliance first reported a position in Oracle in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's Oracle position peaked at $6.34M in Q4 2024.
682 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.