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First Command Financial Services’s Oracle ORCL Stock Holding History

First Command Financial Services’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
2023
Q2 		$814K Buy
6,834
+1,289
+23% +$133K 0.08% 65
2023
Q1 		$515K Sell
5,545
-207
-4% -$18.2K 0.05% 87
2022
Q4 		$470K Sell
5,752
-168
-3% -$12.8K 0.06% 81
2022
Q3 		$362K Buy
5,920
+59
+1% +$4.32K 0.05% 89
2022
Q2 		$410K Hold
5,861
– – 0.06% 89
2022
Q1 		$485K Buy
5,861
+208
+4% +$16.8K 0.07% 85
2021
Q4 		$493K Sell
5,653
-375
-6% -$35.2K 0.07% 88
2021
Q3 		$525K Sell
6,028
-100
-2% -$8.83K 0.09% 84
2021
Q2 		$477K Sell
6,128
-1,030
-14% -$80.6K 0.05% 87
2021
Q1 		$502K Sell
7,158
-378
-5% -$24.5K 0.11% 83
2020
Q4 		$488K Buy
7,536
+600
+9% +$35.7K 0.12% 76
2020
Q3 		$414K Sell
6,936
-520
-7% -$29.5K 0.12% 75
2020
Q2 		$412K Sell
7,456
-527
-7% -$27.9K 0.13% 72
2020
Q1 		$385K Buy
7,983
+933
+13% +$48.2K 0.21% 73
2019
Q4 		$374K Sell
7,050
-52
-0.7% -$2.86K 0.18% 86
2019
Q3 		$391K Buy
7,102
+187
+3% +$10.3K 0.2% 78
2019
Q2 		$394K Hold
6,915
– – 0.2% 79
2019
Q1 		$372K Sell
6,915
-36
-0.5% -$1.83K 0.19% 76
2018
Q4 		$313K Sell
6,951
-2,454
-26% -$118K 0.16% 76
2018
Q3 		$484K Buy
9,405
+10
+0.1% +$486 0.14% 73
2018
Q2 		$415K Buy
9,395
+2,239
+31% +$103K 0.12% 77
2018
Q1 		$327K Buy
7,156
+33
+0.5% +$1.64K 0.01% 83
2017
Q4 		$337K Sell
7,123
-111
-2% -$5.45K 0.19% 73
2017
Q3 		$350K Sell
7,234
-562
-7% -$28K 0.22% 70
2017
Q2 		$391K Sell
7,796
-300
-4% -$13.7K 0.26% 64
2017
Q1 		$361K Sell
8,096
-211
-3% -$8.79K 0.25% 64
2016
Q4 		$319K Buy
+8,307
New +$325K 0.26% 66

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Command Financial Services's ORCL Position: Q2 2023 in Review

First Command Financial Services increased its Oracle (ORCL) stake by 23% in Q2 2023, buying an estimated $133K and bringing the position to 6,834 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #65.

First Command Financial Services first reported a position in ORCL in Q4 2016 and has held it in 27 quarters since. 2,565 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

  • First Command Financial Services held 6,834 shares of Oracle worth $814K as of Q2 2023.
  • First Command Financial Services bought 1,289 Oracle shares in Q2 2023, an estimated $133K.
  • Oracle made up 0.08% of First Command Financial Services's portfolio in Q2 2023, its #65 holding.
  • First Command Financial Services first reported a position in Oracle in Q4 2016 and has held it in 27 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.