IA
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IFP Advisors’s Oracle ORCL Stock Holding History

IFP Advisors’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 		$7.84M Buy
53,490
+5,764
+12% +$1.04M 0.14% 160
2026
Q1 		$7.02M Buy
47,726
+1,284
+3% +$209K 0.15% 158
2025
Q4 		$9.05M Buy
46,442
+5,799
+14% +$1.38M 0.2% 101
2025
Q3 		$11.4M Sell
40,643
-6,637
-14% -$1.69M 0.3% 64
2025
Q2 		$10.4M Buy
47,280
+6,952
+17% +$1.12M 0.3% 64
2025
Q1 		$5.64M Buy
40,328
+2,661
+7% +$433K 0.17% 119
2024
Q4 		$6.28M Buy
37,667
+2,153
+6% +$382K 0.21% 100
2024
Q3 		$6.05M Buy
35,514
+6,725
+23% +$974K 0.22% 99
2024
Q2 		$4.07M Buy
28,789
+8,100
+39% +$1.01M 0.16% 129
2024
Q1 		$2.6M Sell
20,689
-1,426
-6% -$163K 0.11% 192
2023
Q4 		$2.33M Buy
22,115
+5,787
+35% +$632K 0.11% 205
2023
Q3 		$1.73M Buy
16,328
+3,678
+29% +$426K 0.08% 270
2023
Q2 		$1.51M Sell
12,650
-3,117
-20% -$322K 0.06% 322
2023
Q1 		$694K Sell
15,767
-18,668
-54% -$1.64M 0.03% 490
2022
Q4 		$1.54M Sell
34,435
-6,504
-16% -$494K 0.04% 452
2022
Q3 		$1.84M Buy
40,939
+3,607
+10% +$264K 0.05% 428
2022
Q2 		$1.67M Hold
37,332
– – 0.05% 400
2022
Q1 		$1.67M Buy
37,332
+19,127
+105% +$1.55M 0.05% 400
2021
Q4 		$1.58M Sell
18,205
-3,264
-15% -$306K 0.03% 309
2021
Q3 		$1.87M Buy
21,469
+2,804
+15% +$248K 0.04% 277
2021
Q2 		$1.46M Buy
18,665
+2,257
+14% +$177K 0.03% 309
2021
Q1 		$1.16M Sell
16,408
-1,895
-10% -$123K 0.02% 338
2020
Q4 		$1.18M Buy
18,303
+639
+4% +$38K 0.05% 306
2020
Q3 		$1.05M Buy
17,664
+372
+2% +$21.1K 0.06% 283
2020
Q2 		$938K Buy
17,292
+5,980
+53% +$317K 0.07% 280
2020
Q1 		$569K Sell
11,312
-2,053
-15% -$106K 0.06% 323
2019
Q4 		$716K Sell
13,365
-16,599
-55% -$914K 0.05% 355
2019
Q3 		$1.62M Buy
+29,964
New +$1.66M 0.11% 215
2019
Q1 		$1.05M Sell
19,553
-12,902
-40% -$657K 0.14% 152
2018
Q4 		$1.46M Sell
32,455
-7,193
-18% -$345K 0.09% 247
2018
Q3 		$2.04M Sell
39,648
-3,957
-9% -$192K 0.08% 254
2018
Q2 		$1.92M Sell
43,605
-19,894
-31% -$917K 0.08% 253
2018
Q1 		$3M Hold
63,499
– – 0.14% 172
2017
Q4 		$3M Sell
63,499
-7,756
-11% -$380K 0.14% 172
2017
Q3 		$3.44M Sell
71,255
-2,073
-3% -$103K 0.14% 169
2017
Q2 		$3.68M Buy
73,328
+2,741
+4% +$125K 0.16% 143
2017
Q1 		$3.15M Buy
70,587
+11,809
+20% +$492K 0.14% 168
2016
Q4 		$2.26M Sell
58,778
-2,935
-5% -$115K 0.11% 207
2016
Q3 		$2.42M Sell
61,713
-1,856
-3% -$75.6K 0.13% 179
2016
Q2 		$2.6M Buy
63,569
+44,016
+225% +$1.76M 0.15% 149
2016
Q1 		$1.05M Sell
19,553
-39,320
-67% -$1.46M 0.14% 152
2015
Q4 		$2.15M Buy
+58,873
New +$2.25M 0.14% 153

Other funds holding ORCL

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
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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

IFP Advisors's ORCL Position: Q2 2026 in Review

IFP Advisors increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $1.04M and bringing the position to 53,490 shares worth $7.84M. The position accounts for 0.14% of the portfolio, ranked #160.

IFP Advisors first reported a position in ORCL in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.4M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • IFP Advisors held 53,490 shares of Oracle worth $7.84M as of Q2 2026.
  • IFP Advisors bought 5,764 Oracle shares in Q2 2026, an estimated $1.04M.
  • Oracle made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #160 holding.
  • IFP Advisors first reported a position in Oracle in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Oracle position peaked at $11.4M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.