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Mayflower Financial Advisors’s Oracle ORCL Stock Holding History

Mayflower Financial 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 		$1.19M Buy
8,146
+958
+13% +$174K 0.1% 174
2026
Q1 		$1.06M Buy
7,188
+53
+0.7% +$8.62K 0.13% 163
2025
Q4 		$1.39M Sell
7,135
-65
-0.9% -$15.5K 0.17% 126
2025
Q3 		$2.02M Buy
7,200
+27
+0.4% +$6.88K 0.25% 90
2025
Q2 		$1.57M Sell
7,173
-295
-4% -$47.6K 0.22% 109
2025
Q1 		$1.04M Sell
7,468
-42
-0.6% -$6.84K 0.16% 136
2024
Q4 		$1.25M Sell
7,510
-37
-0.5% -$6.57K 0.19% 115
2024
Q3 		$1.29M Hold
7,547
– – 0.19% 114
2024
Q2 		$1.07M Buy
7,547
+157
+2% +$19.5K 0.18% 122
2024
Q1 		$928K Buy
7,390
+29
+0.4% +$3.32K 0.16% 135
2023
Q4 		$776K Buy
7,361
+69
+0.9% +$7.53K 0.11% 155
2023
Q3 		$772K Buy
7,292
+21
+0.3% +$2.43K 0.12% 142
2023
Q2 		$866K Sell
7,271
-396
-5% -$40.9K 0.11% 144
2023
Q1 		$712K Buy
7,667
+117
+2% +$10.3K 0.09% 158
2022
Q4 		$617K Buy
7,550
+32
+0.4% +$2.43K 0.09% 167
2022
Q3 		$459K Buy
7,518
+287
+4% +$21K 0.07% 200
2022
Q2 		$505K Buy
7,231
+37
+0.5% +$2.71K 0.08% 187
2022
Q1 		$595K Buy
7,194
+42
+0.6% +$3.4K 0.08% 178
2021
Q4 		$624K Buy
7,152
+437
+7% +$41K 0.08% 168
2021
Q3 		$652K Buy
6,715
+253
+4% +$22.3K 0.09% 158
2021
Q2 		$503K Buy
6,462
+34
+0.5% +$2.66K 0.07% 171
2021
Q1 		$451K Hold
6,428
– – 0.07% 177
2020
Q4 		$416K Buy
+6,428
New +$383K 0.07% 162

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

Mayflower Financial Advisors's ORCL Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $174K and bringing the position to 8,146 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #174.

Mayflower Financial Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.02M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mayflower Financial Advisors held 8,146 shares of Oracle worth $1.19M as of Q2 2026.
  • Mayflower Financial Advisors bought 958 Oracle shares in Q2 2026, an estimated $174K.
  • Oracle made up 0.1% of Mayflower Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Mayflower Financial Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Oracle position peaked at $2.02M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.