Financial Security Advisor’s Oracle ORCL Stock Holding History

Financial Security Advisor’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	$1.12M	Sell	7,652 -7	-0.1%	-$1.27K	0.18%	58
2026 Q1	$1.13M	Sell	7,659 -102	-1%	-$16.6K	0.21%	53
2025 Q4	$1.51M	Sell	7,761 -142	-2%	-$33.8K	0.29%	39
2025 Q3	$2.22M	Sell	7,903 -151	-2%	-$38.5K	0.47%	31
2025 Q2	$1.76M	Buy	8,054 +26	+0.3%	+$4.2K	0.41%	32
2025 Q1	$1.12M	Buy	8,028 +46	+0.6%	+$7.49K	0.28%	41
2024 Q4	$1.33M	Sell	7,982 -632	-7%	-$112K	0.34%	33
2024 Q3	$1.47M	Sell	8,614 -519	-6%	-$75.2K	0.37%	32
2024 Q2	$1.29M	Buy	9,133 +490	+6%	+$60.8K	0.43%	33
2024 Q1	$1.09M	Buy	8,643 +1,017	+13%	+$116K	0.38%	36
2023 Q4	$804K	Buy	7,626 +2,205	+41%	+$241K	0.32%	44
2023 Q3	$574K	Buy	+5,421	New	+$627K	0.26%	47

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Security Advisor's ORCL Position: Q2 2026 in Review

Financial Security Advisor reduced its Oracle (ORCL) stake by 0.09% in Q2 2026, selling an estimated $1.27K and leaving 7,652 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #58.

Financial Security Advisor first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Financial Security Advisor held 7,652 shares of Oracle worth $1.12M as of Q2 2026.
Financial Security Advisor sold 7 Oracle shares in Q2 2026, an estimated $1.27K.
Oracle made up 0.18% of Financial Security Advisor's portfolio in Q2 2026, its #58 holding.
Financial Security Advisor first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Oracle position peaked at $2.22M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.