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Howard Financial Services’s Oracle ORCL Stock Holding History

Howard Financial Services’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 		$359K Buy
2,453
+588
+32% +$107K 0.04% 178
2026
Q1 		$274K Buy
1,865
+160
+9% +$26K 0.03% 183
2025
Q4 		$332K Sell
1,705
-26
-2% -$6.19K 0.04% 146
2025
Q3 		$487K Buy
1,731
+270
+18% +$68.8K 0.06% 112
2025
Q2 		$319K Buy
+1,461
New +$236K 0.04% 135

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Howard Financial Services's ORCL Position: Q2 2026 in Review

Howard Financial Services increased its Oracle (ORCL) stake by 32% in Q2 2026, buying an estimated $107K and bringing the position to 2,453 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #178.

Howard Financial Services first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $487K in Q3 2025. 1,364 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Howard Financial Services held 2,453 shares of Oracle worth $359K as of Q2 2026.
  • Howard Financial Services bought 588 Oracle shares in Q2 2026, an estimated $107K.
  • Oracle made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #178 holding.
  • Howard Financial Services first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Howard Financial Services's Oracle position peaked at $487K in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.