Fulcrum Equity Management’s Oracle ORCL Stock Holding History

Fulcrum Equity 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	$303K	Buy	2,065 +306	+17%	+$55.5K	0.22%	108
2026 Q1	$259K	Sell	1,759 -179	-9%	-$29.1K	0.25%	102
2025 Q4	$378K	Buy	1,938 +696	+56%	+$166K	0.36%	65
2025 Q3	$349K	Buy	1,242 +4	+0.3%	+$1.02K	0.35%	64
2025 Q2	$271K	Buy	+1,238	New	+$200K	0.28%	78

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

Fulcrum Equity Management's ORCL Position: Q2 2026 in Review

Fulcrum Equity Management increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $55.5K and bringing the position to 2,065 shares worth $303K. The position accounts for 0.22% of the portfolio, ranked #108.

Fulcrum Equity Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $378K in Q4 2025. 1,667 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Fulcrum Equity Management held 2,065 shares of Oracle worth $303K as of Q2 2026.
Fulcrum Equity Management bought 306 Oracle shares in Q2 2026, an estimated $55.5K.
Oracle made up 0.22% of Fulcrum Equity Management's portfolio in Q2 2026, its #108 holding.
Fulcrum Equity Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
Fulcrum Equity Management's Oracle position peaked at $378K in Q4 2025.
1,667 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.