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Forum Financial Management’s Oracle ORCL Stock Holding History

Forum Financial 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 		$1.08M Sell
7,390
-2,063
-22% -$374K 0.01% 125
2026
Q1 		$1.39M Sell
9,453
-6,171
-39% -$1M 0.02% 105
2025
Q4 		$3.05M Sell
15,624
-741
-5% -$176K 0.04% 104
2025
Q3 		$4.6M Buy
16,365
+902
+6% +$230K 0.06% 66
2025
Q2 		$3.38M Buy
15,463
+2,294
+17% +$370K 0.05% 78
2025
Q1 		$1.84M Sell
13,169
-900
-6% -$147K 0.03% 126
2024
Q4 		$2.34M Buy
14,069
+846
+6% +$150K 0.04% 100
2024
Q3 		$2.25M Sell
13,223
-415
-3% -$60.1K 0.04% 93
2024
Q2 		$1.93M Sell
13,638
-26
-0.2% -$3.23K 0.03% 107
2024
Q1 		$1.72M Sell
13,664
-662
-5% -$75.8K 0.03% 129
2023
Q4 		$1.51M Sell
14,326
-167
-1% -$18.2K 0.03% 119
2023
Q3 		$1.54M Buy
14,493
+968
+7% +$112K 0.03% 113
2023
Q2 		$1.61M Buy
13,525
+3,264
+32% +$337K 0.04% 103
2023
Q1 		$953K Buy
10,261
+43
+0.4% +$3.77K 0.03% 149
2022
Q4 		$835K Sell
10,218
-252
-2% -$19.2K 0.03% 162
2022
Q3 		$639K Sell
10,470
-904
-8% -$66.2K 0.03% 175
2022
Q2 		$795K Buy
11,374
+1,762
+18% +$129K 0.04% 146
2022
Q1 		$795K Sell
9,612
-375
-4% -$30.4K 0.04% 162
2021
Q4 		$871K Buy
+9,987
New +$938K 0.04% 146

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Forum Financial Management's ORCL Position: Q2 2026 in Review

Forum Financial Management reduced its Oracle (ORCL) stake by 22% in Q2 2026, selling an estimated $374K and leaving 7,390 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #125.

Forum Financial Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.6M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Forum Financial Management held 7,390 shares of Oracle worth $1.08M as of Q2 2026.
  • Forum Financial Management sold 2,063 Oracle shares in Q2 2026, an estimated $374K.
  • Oracle made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #125 holding.
  • Forum Financial Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Oracle position peaked at $4.6M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.