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Flaharty Asset Management’s Oracle ORCL Stock Holding History

Flaharty Asset Management’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 		– Sell
-2,694
Closed -$396K – 105
2026
Q1 		$396K Sell
2,694
-167
-6% -$27.1K 0.05% 94
2025
Q4 		$558K Buy
2,861
+2
+0.1% +$476 0.07% 80
2025
Q3 		$804K Buy
2,859
+1,379
+93% +$351K 0.1% 56
2025
Q2 		$324K Buy
1,480
+3
+0.2% +$484 0.04% 90
2025
Q1 		$206K Sell
1,477
-4
-0.3% -$651 0.03% 116
2024
Q4 		$247K Buy
1,481
+3
+0.2% +$533 0.04% 110
2024
Q3 		$252K Sell
1,478
-598
-29% -$86.6K 0.04% 105
2024
Q2 		$293K Buy
2,076
+4
+0.2% +$497 0.04% 89
2024
Q1 		$260K Buy
2,072
+3
+0.1% +$343 0.04% 96
2023
Q4 		$218K Buy
2,069
+604
+41% +$65.9K 0.03% 109
2023
Q3 		$155K Buy
+1,465
New +$170K 0.03% 123
2023
Q2 		– Sell
-2,658
Closed -$247K – 114
2023
Q1 		$247K Buy
2,658
+55
+2% +$4.82K 0.04% 97
2022
Q4 		$213K Buy
+2,603
New +$198K 0.04% 110
2021
Q4 		– Sell
-3,405
Closed -$297K – 147
2021
Q3 		$297K Buy
+3,405
New +$301K 0.06% 94

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Flaharty Asset Management's ORCL Position: Q2 2026 in Review

Flaharty Asset Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 2,694 shares — an estimated $396K sold.

Flaharty Asset Management first reported a position in ORCL in Q3 2021 and held it in 14 quarters. The position peaked at $804K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Flaharty Asset Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 2,694 Oracle shares in Q2 2026, an estimated $396K.
  • Flaharty Asset Management first reported a position in Oracle in Q3 2021 and held it in 14 quarters.
  • Flaharty Asset Management's Oracle position peaked at $804K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.