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Financial Symmetry’s Oracle ORCL Stock Holding History

Financial Symmetry’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 		$214K Buy
1,462
+126
+9% +$22.8K 0.07% 62
2026
Q1 		$216K Buy
1,336
+19
+1% +$3.09K 0.08% 58
2025
Q4 		$257K Hold
1,317
– – 0.1% 52
2025
Q3 		$370K Hold
1,317
– – 0.17% 35
2025
Q2 		$288K Buy
+1,317
New +$213K 0.15% 39
2025
Q1 		– Sell
-1,317
Closed -$219K – 52
2024
Q4 		$219K Hold
1,317
– – 0.15% 40
2024
Q3 		$224K Buy
+1,317
New +$191K 0.16% 41

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 Symmetry's ORCL Position: Q2 2026 in Review

Financial Symmetry increased its Oracle (ORCL) stake by 9.4% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,462 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #62.

Financial Symmetry first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Financial Symmetry held 1,462 shares of Oracle worth $214K as of Q2 2026.
  • Financial Symmetry bought 126 Oracle shares in Q2 2026, an estimated $22.8K.
  • Oracle made up 0.07% of Financial Symmetry's portfolio in Q2 2026, its #62 holding.
  • Financial Symmetry first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Financial Symmetry's Oracle position peaked at $370K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.