Godfrey Financial Associates’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$63.8K Sell
435
-1
-0.2% -$181 0.05% 215
2026
Q1
$64.2K Hold
436
0.06% 203
2025
Q4
$85.1K Buy
+436
New +$104K 0.07% 159

Other funds holding ORCL

Godfrey Financial Associates's ORCL Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Oracle (ORCL) stake by 0.23% in Q2 2026, selling an estimated $181 and leaving 435 shares worth $63.8K. The position accounts for 0.05% of the portfolio, ranked #215.

Godfrey Financial Associates first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.1K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Godfrey Financial Associates held 435 shares of Oracle worth $63.8K as of Q2 2026.
  • Godfrey Financial Associates sold 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.05% of Godfrey Financial Associates's portfolio in Q2 2026, its #215 holding.
  • Godfrey Financial Associates first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Oracle position peaked at $85.1K in Q4 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.