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Financial Consulate’s Oracle ORCL Stock Holding History

Financial Consulate’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 		$39.3K Buy
268
+97
+57% +$17.6K ﹤0.01% 387
2026
Q1 		$25.2K Buy
171
+31
+22% +$5.04K ﹤0.01% 441
2025
Q4 		$27.2K Buy
140
+8
+6% +$1.91K ﹤0.01% 424
2025
Q3 		$37K Buy
+132
New +$33.6K 0.01% 355

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Consulate's ORCL Position: Q2 2026 in Review

Financial Consulate increased its Oracle (ORCL) stake by 57% in Q2 2026, buying an estimated $17.6K and bringing the position to 268 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Financial Consulate first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Financial Consulate held 268 shares of Oracle worth $39.3K as of Q2 2026.
  • Financial Consulate bought 97 Oracle shares in Q2 2026, an estimated $17.6K.
  • Oracle made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #387 holding.
  • Financial Consulate first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.