Fortem Financial Group’s Oracle ORCL Stock Holding History

Fortem Financial Group’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	$793K	Sell	5,414 -745	-12%	-$135K	0.16%	100
2026 Q1	$906K	Buy	6,159 +220	+4%	+$35.8K	0.23%	85
2025 Q4	$1.16M	Buy	5,939 +152	+3%	+$36.2K	0.31%	76
2025 Q3	$1.63M	Buy	5,787 +1,858	+47%	+$473K	0.47%	60
2025 Q2	$859K	Buy	+3,929	New	+$634K	0.28%	80
2021 Q1	–	Sell	-200	Closed	-$13K	–	357
2020 Q4	$13K	Buy	+200	New	+$11.9K	0.01%	331

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Fortem Financial Group's ORCL Position: Q2 2026 in Review

Fortem Financial Group reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $135K and leaving 5,414 shares worth $793K. The position accounts for 0.16% of the portfolio, ranked #100.

Fortem Financial Group first reported a position in ORCL in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Fortem Financial Group held 5,414 shares of Oracle worth $793K as of Q2 2026.
Fortem Financial Group sold 745 Oracle shares in Q2 2026, an estimated $135K.
Oracle made up 0.16% of Fortem Financial Group's portfolio in Q2 2026, its #100 holding.
Fortem Financial Group first reported a position in Oracle in Q4 2020 and has held it in 6 quarters since.
Fortem Financial Group's Oracle position peaked at $1.63M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.