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Global Financial Private Client’s Oracle ORCL Stock Holding History

Global Financial Private Client’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 		$1.17M Buy
8,010
+174
+2% +$31.5K 0.32% 92
2026
Q1 		$1.15M Buy
7,836
+59
+0.8% +$9.59K 0.38% 80
2025
Q4 		$1.52M Sell
7,777
-21
-0.3% -$5K 0.53% 53
2025
Q3 		$2.19M Buy
7,798
+73
+0.9% +$18.6K 0.78% 30
2025
Q2 		$1.69M Buy
7,725
+211
+3% +$34.1K 0.63% 42
2025
Q1 		$1.05M Buy
7,514
+64
+0.9% +$10.4K 0.4% 66
2024
Q4 		$1.24M Buy
7,450
+24
+0.3% +$4.26K 0.47% 55
2024
Q3 		$1.27M Sell
7,426
-7,462
-50% -$1.08M 0.49% 49
2024
Q2 		$2.1M Sell
14,888
-9
-0.1% -$1.12K 0.88% 21
2024
Q1 		$1.87M Buy
14,897
+285
+2% +$32.6K 0.8% 23
2023
Q4 		$1.54M Buy
14,612
+716
+5% +$78.1K 0.72% 29
2023
Q3 		$1.48M Buy
13,896
+3,496
+34% +$405K 0.77% 27
2023
Q2 		$1.22M Buy
10,400
+3,658
+54% +$378K 0.6% 42
2023
Q1 		$633K Buy
6,742
+184
+3% +$16.1K 0.33% 73
2022
Q4 		$536K Hold
6,558
– – 0.3% 82
2022
Q3 		$414K Hold
6,558
– – 0.24% 98
2022
Q2 		$465K Buy
6,558
+1,905
+41% +$139K 0.26% 86
2022
Q1 		$382K Buy
4,653
+500
+12% +$40.5K 0.18% 107
2021
Q4 		$362K Sell
4,153
-2,198
-35% -$206K 0.18% 111
2021
Q3 		$570K Buy
6,351
+3,300
+108% +$291K 0.29% 88
2021
Q2 		$243K Hold
3,051
– – 0.14% 122
2021
Q1 		$219K Sell
3,051
-895
-23% -$57.9K 0.16% 107
2020
Q4 		$255K Sell
3,946
-121
-3% -$7.2K 0.2% 88
2020
Q3 		$243K Hold
4,067
– – 0.21% 85
2020
Q2 		$226K Hold
4,067
– – 0.2% 98
2020
Q1 		$198K Sell
4,067
-80
-2% -$4.13K 0.21% 99
2019
Q4 		$220K Buy
+4,147
New +$228K 0.18% 106

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

Global Financial Private Client's ORCL Position: Q2 2026 in Review

Global Financial Private Client increased its Oracle (ORCL) stake by 2.2% in Q2 2026, buying an estimated $31.5K and bringing the position to 8,010 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #92.

Global Financial Private Client first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.19M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Global Financial Private Client held 8,010 shares of Oracle worth $1.17M as of Q2 2026.
  • Global Financial Private Client bought 174 Oracle shares in Q2 2026, an estimated $31.5K.
  • Oracle made up 0.32% of Global Financial Private Client's portfolio in Q2 2026, its #92 holding.
  • Global Financial Private Client first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Oracle position peaked at $2.19M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.