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LifeSteps Financial’s Oracle ORCL Stock Holding History

LifeSteps Financial’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 		$224K Sell
1,525
-72
-5% -$13K 0.1% 93
2026
Q1 		$235K Sell
1,597
-40
-2% -$6.5K 0.15% 84
2025
Q4 		$319K Buy
1,637
+40
+3% +$9.52K 0.2% 71
2025
Q3 		$449K Buy
1,597
+20
+1% +$5.09K 0.29% 54
2025
Q2 		$345K Hold
1,577
– – 0.24% 65
2025
Q1 		$221K Sell
1,577
-50
-3% -$8.14K 0.18% 78
2024
Q4 		$271K Buy
+1,627
New +$289K 0.21% 71
2024
Q2 		– Sell
-658
Closed -$82.7K – 305
2024
Q1 		$82.7K Buy
+658
New +$75.3K 0.06% 118

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
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

LifeSteps Financial's ORCL Position: Q2 2026 in Review

LifeSteps Financial reduced its Oracle (ORCL) stake by 4.5% in Q2 2026, selling an estimated $13K and leaving 1,525 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #93.

LifeSteps Financial first reported a position in ORCL in Q1 2024 and has held it in 8 quarters since. The position peaked at $449K in Q3 2025. 1,509 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LifeSteps Financial held 1,525 shares of Oracle worth $224K as of Q2 2026.
  • LifeSteps Financial sold 72 Oracle shares in Q2 2026, an estimated $13K.
  • Oracle made up 0.1% of LifeSteps Financial's portfolio in Q2 2026, its #93 holding.
  • LifeSteps Financial first reported a position in Oracle in Q1 2024 and has held it in 8 quarters since.
  • LifeSteps Financial's Oracle position peaked at $449K in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.