Financial Council’s Oracle ORCL Stock Holding History

Financial Council’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 Q3	$357K	Hold	2,600	–	–	0.11%	69
2026 Q2	$381K	Hold	2,600	–	–	0.12%	64
2026 Q1	$382K	Hold	2,600	–	–	0.15%	63
2025 Q4	$507K	Hold	2,600	–	–	0.2%	47
2025 Q3	$731K	Buy	2,600 +10	+0.4%	+$2.55K	0.32%	39
2025 Q2	$566K	Hold	2,590	–	–	0.27%	43
2025 Q1	$362K	Hold	2,590	–	–	0.2%	54
2024 Q4	$432K	Hold	2,590	–	–	0.22%	46
2024 Q3	$441K	Hold	2,590	–	–	0.23%	48
2024 Q2	$366K	Hold	2,590	–	–	0.2%	53
2024 Q1	$325K	Hold	2,590	–	–	0.19%	57
2023 Q4	$273K	Hold	2,590	–	–	0.18%	59
2023 Q3	$274K	Hold	2,590	–	–	0.22%	53
2023 Q2	$308K	Hold	2,590	–	–	0.24%	50
2023 Q1	$241K	Hold	2,590	–	–	0.2%	57
2022 Q4	$212K	Buy	+2,590	New	+$197K	0.13%	67

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Council's ORCL Position: Q3 2026 in Review

Financial Council held its Oracle (ORCL) position steady in Q3 2026 at 2,600 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #69.

Financial Council first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $731K in Q3 2025. 2,731 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Financial Council held 2,600 shares of Oracle worth $357K as of Q3 2026.
Financial Council left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.11% of Financial Council's portfolio in Q3 2026, its #69 holding.
Financial Council first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
Financial Council's Oracle position peaked at $731K in Q3 2025.
2,731 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.