FAM
ORCL icon

Formidable Asset Management’s Oracle ORCL Stock Holding History

Formidable 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 		$2.08M Sell
14,119
-471
-3% -$85.4K 0.33% 58
2026
Q1 		$2.84M Buy
14,590
+970
+7% +$158K 0.44% 44
2025
Q4 		$3.83M Sell
13,620
-1,091
-7% -$260K 0.56% 35
2025
Q3 		$3.22M Buy
14,711
+252
+2% +$64.2K 0.51% 36
2025
Q2 		$2.02M Hold
14,459
– – 0.34% 56
2025
Q1 		$2.02M Buy
14,459
+1,276
+10% +$208K 0.34% 56
2024
Q4 		$2.2M Sell
13,183
-303
-2% -$53.8K 0.36% 54
2024
Q3 		$2.3M Sell
13,486
-187
-1% -$27.1K 0.37% 53
2024
Q2 		$1.93M Sell
13,673
-148
-1% -$18.4K 0.31% 61
2024
Q1 		$1.74M Buy
13,821
+4,271
+45% +$489K 0.28% 74
2023
Q4 		$1.01M Sell
9,550
-161
-2% -$17.6K 0.21% 91
2023
Q3 		$1.03M Sell
9,711
-180
-2% -$20.8K 0.23% 85
2023
Q2 		$1.18M Sell
9,891
-47
-0.5% -$4.86K 0.26% 70
2023
Q1 		$933K Hold
9,938
– – 0.2% 95
2022
Q4 		$812K Sell
9,938
-25
-0.3% -$1.9K 0.18% 106
2022
Q3 		$730K Buy
9,963
+1
+0% +$73 0.17% 106
2022
Q2 		$697K Buy
9,962
+1
+0% +$73 0.16% 119
2022
Q1 		$824K Sell
9,961
-41
-0.4% -$3.32K 0.16% 115
2021
Q4 		$888K Sell
10,002
-32
-0.3% -$3K 0.17% 116
2021
Q3 		$874K Buy
+10,034
New +$886K 0.16% 119
2021
Q2 		– Sell
-10,193
Closed -$731K – 331
2021
Q1 		$731K Buy
10,193
+33
+0.3% +$2.14K 0.16% 127
2020
Q4 		$648K Hold
10,160
– – 0.15% 123
2020
Q3 		$598K Buy
10,160
+18
+0.2% +$1.02K 0.17% 113
2020
Q2 		$574K Sell
10,142
-846
-8% -$44.8K 0.17% 120
2020
Q1 		$531K Sell
10,988
-1,100
-9% -$56.8K 0.21% 95
2019
Q4 		$666K Buy
+12,088
New +$665K 0.21% 99
2019
Q3 		– Sell
-12,167
Closed -$685K – 200
2019
Q2 		$685K Buy
+12,167
New +$658K 0.24% 92
2019
Q1 		– Sell
-12,672
Closed -$572K – 231
2018
Q4 		$572K Sell
12,672
-615
-5% -$29.5K 0.3% 63
2018
Q3 		$662K Sell
13,287
-741
-5% -$36K 0.26% 72
2018
Q2 		$618K Sell
14,028
-175
-1% -$8.06K 0.27% 73
2018
Q1 		$650K Sell
14,203
-175
-1% -$8.7K 0.33% 59
2017
Q4 		$680K Buy
14,378
+800
+6% +$39.2K 0.31% 69
2017
Q3 		$656K Buy
13,578
+441
+3% +$21.9K 0.28% 87
2017
Q2 		$659K Sell
13,137
-1,440
-10% -$65.6K 0.33% 73
2017
Q1 		$664K Sell
14,577
-754
-5% -$31.4K 0.29% 85
2016
Q4 		$589K Sell
15,331
-699
-4% -$27.3K 0.3% 88
2016
Q3 		$630K Sell
16,030
-25
-0.2% -$1.02K 0.31% 85
2016
Q2 		$662K Buy
16,055
+1,009
+7% +$40.3K 0.37% 65
2016
Q1 		$613K Buy
15,046
+11,425
+316% +$423K 0.43% 55
2015
Q4 		$129K Buy
3,621
+250
+7% +$9.55K 0.09% 156
2015
Q3 		$121K Hold
3,371
– – 0.08% 163
2015
Q2 		$136K Hold
3,371
– – 0.09% 152
2015
Q1 		$147K Buy
3,371
+150
+5% +$6.5K 0.1% 141
2014
Q4 		$145K Buy
3,221
+111
+4% +$4.52K 0.1% 130
2014
Q3 		$121K Buy
3,110
+185
+6% +$7.49K 0.08% 137
2014
Q2 		$119K Hold
2,925
– – 0.07% 153
2014
Q1 		$117K Hold
2,925
– – 0.08% 136
2013
Q4 		$109K Hold
2,925
– – 0.07% 150
2013
Q3 		$99K Buy
+2,925
New +$94.9K 0.09% 132

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

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

Formidable Asset Management reduced its Oracle (ORCL) stake by 3.2% in Q2 2026, selling an estimated $85.4K and leaving 14,119 shares worth $2.08M. The position accounts for 0.33% of the portfolio, ranked #58.

Formidable Asset Management first reported a position in ORCL in Q3 2013 and has held it in 49 quarters since. The position peaked at $3.83M in Q4 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Formidable Asset Management held 14,119 shares of Oracle worth $2.08M as of Q2 2026.
  • Formidable Asset Management sold 471 Oracle shares in Q2 2026, an estimated $85.4K.
  • Oracle made up 0.33% of Formidable Asset Management's portfolio in Q2 2026, its #58 holding.
  • Formidable Asset Management first reported a position in Oracle in Q3 2013 and has held it in 49 quarters since.
  • Formidable Asset Management's Oracle position peaked at $3.83M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.