Financial Management Professionals’s Oracle ORCL Stock Holding History

Financial Management Professionals’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	$454K	Hold	3,098	–	–	0.04%	127
2026 Q1	$456K	Buy	3,098 +133	+4%	+$21.6K	0.05%	109
2025 Q4	$578K	Buy	2,965 +33	+1%	+$7.86K	0.06%	94
2025 Q3	$825K	Sell	2,932 -8	-0.3%	-$2.04K	0.09%	73
2025 Q2	$643K	Buy	2,940 +69	+2%	+$11.1K	0.07%	82
2025 Q1	$401K	Buy	2,871 +565	+25%	+$92K	0.05%	105
2024 Q4	$384K	Buy	2,306 +107	+5%	+$19K	0.05%	111
2024 Q3	$375K	Sell	2,199 -67	-3%	-$9.71K	0.05%	111
2024 Q2	$320K	Buy	2,266 +15	+0.7%	+$1.86K	0.04%	113
2024 Q1	$283K	Sell	2,251 -315	-12%	-$36.1K	0.04%	128
2023 Q4	$271K	Sell	2,566 -1,065	-29%	-$116K	0.04%	112
2023 Q3	$385K	Buy	3,631 +35	+1%	+$4.05K	0.07%	81
2023 Q2	$428K	Sell	3,596 -4	-0.1%	-$414	0.07%	81
2023 Q1	$335K	Sell	3,600 -136	-4%	-$11.9K	0.06%	90
2022 Q4	$305K	Buy	3,736 +29	+0.8%	+$2.2K	0.06%	86
2022 Q3	$226K	Buy	3,707 +1,673	+82%	+$122K	0.05%	89
2022 Q2	$142K	Sell	2,034 -111	-5%	-$8.13K	0.03%	127
2022 Q1	$177K	Buy	2,145 +143	+7%	+$11.6K	0.04%	111
2021 Q4	$175K	Hold	2,002	–	–	0.04%	102
2021 Q3	$174K	Hold	2,002	–	–	0.04%	93
2021 Q2	$156K	Buy	2,002 +34	+2%	+$2.66K	0.04%	104
2021 Q1	$138K	Buy	1,968 +376	+24%	+$24.3K	0.04%	98
2020 Q4	$103K	Buy	1,592 +22	+1%	+$1.31K	0.03%	115
2020 Q3	$94K	Hold	1,570	–	–	0.03%	114
2020 Q2	$87K	Buy	1,570 +443	+39%	+$23.5K	0.03%	118
2020 Q1	$54K	Hold	1,127	–	–	0.02%	85
2019 Q4	$60K	Sell	1,127 -100	-8%	-$5.5K	0.02%	90
2019 Q3	$68K	Sell	1,227 -125	-9%	-$6.91K	0.03%	84
2019 Q2	$77K	Hold	1,352	–	–	0.03%	77
2019 Q1	$73K	Hold	1,352	–	–	0.03%	73
2018 Q4	$61K	Buy	1,352 +125	+10%	+$5.99K	0.04%	71
2018 Q3	$63K	Hold	1,227	–	–	0.02%	81
2018 Q2	$54K	Sell	1,227 -200	-14%	-$9.21K	0.02%	89
2018 Q1	$65K	Hold	1,427	–	–	0.03%	80
2017 Q4	$67K	Hold	1,427	–	–	0.03%	72
2017 Q3	$68K	Hold	1,427	–	–	0.03%	72
2017 Q2	$74K	Hold	1,427	–	–	0.03%	70
2017 Q1	$63K	Hold	1,427	–	–	0.03%	78
2016 Q4	$54K	Hold	1,427	–	–	0.03%	89
2016 Q3	$56K	Sell	1,427 -241	-14%	-$9.82K	0.03%	92
2016 Q2	$67K	Buy	1,668 +441	+36%	+$17.6K	0.04%	72
2016 Q1	$50K	Buy	1,227 +200	+19%	+$7.4K	0.03%	71
2015 Q4	$37K	Hold	1,027	–	–	0.02%	87
2015 Q3	$37K	Sell	1,027 -113	-10%	-$4.34K	0.03%	94
2015 Q2	$45K	Sell	1,140 -100	-8%	-$4.34K	0.02%	89
2015 Q1	$54K	Hold	1,240	–	–	0.03%	82
2014 Q4	$56K	Buy	1,240 +213	+21%	+$8.67K	0.03%	88
2014 Q3	$39K	Hold	1,027	–	–	0.03%	99
2014 Q2	$41K	Hold	1,027	–	–	0.03%	97
2014 Q1	$42K	Hold	1,027	–	–	0.03%	95
2013 Q4	$39K	Hold	1,027	–	–	0.03%	94
2013 Q3	$34K	Hold	1,027	–	–	0.02%	108
2013 Q2	$32K	Buy	+1,027	New	+$34.1K	0.02%	107

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Financial Management Professionals's ORCL Position: Q2 2026 in Review

Financial Management Professionals held its Oracle (ORCL) position steady in Q2 2026 at 3,098 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #127.

Financial Management Professionals first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $825K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Financial Management Professionals held 3,098 shares of Oracle worth $454K as of Q2 2026.
Financial Management Professionals left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #127 holding.
Financial Management Professionals first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Oracle position peaked at $825K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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