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Nadler Financial Group’s Oracle ORCL Stock Holding History

Nadler Financial Group’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 		$2.3M Sell
15,688
-204
-1% -$37K 0.19% 40
2026
Q1 		$2.34M Sell
15,892
-481
-3% -$78.2K 0.23% 38
2025
Q4 		$3.19M Buy
16,373
+1,894
+13% +$451K 0.3% 34
2025
Q3 		$4.07M Buy
14,479
+465
+3% +$118K 0.39% 31
2025
Q2 		$3.06M Buy
14,014
+10
+0.1% +$1.61K 0.31% 35
2025
Q1 		$1.96M Sell
14,004
-2,865
-17% -$466K 0.22% 42
2024
Q4 		$2.81M Buy
16,869
+232
+1% +$41.2K 0.3% 34
2024
Q3 		$2.84M Buy
16,637
+15
+0.1% +$2.17K 0.31% 33
2024
Q2 		$2.35M Buy
16,622
+182
+1% +$22.6K 0.28% 34
2024
Q1 		$2.07M Buy
16,440
+129
+0.8% +$14.8K 0.25% 35
2023
Q4 		$1.72M Sell
16,311
-124
-0.8% -$13.5K 0.23% 35
2023
Q3 		$1.74M Buy
16,435
+18
+0.1% +$2.08K 0.26% 35
2023
Q2 		$1.96M Buy
16,417
+267
+2% +$27.6K 0.29% 34
2023
Q1 		$1.5M Buy
16,150
+18
+0.1% +$1.58K 0.24% 41
2022
Q4 		$1.32M Sell
16,132
-128
-0.8% -$9.73K 0.23% 39
2022
Q3 		$993K Buy
16,260
+22
+0.1% +$1.61K 0.19% 42
2022
Q2 		$1.14M Buy
16,238
+21
+0.1% +$1.54K 0.21% 43
2022
Q1 		$1.34M Sell
16,217
-10,120
-38% -$820K 0.21% 41
2021
Q4 		$2.3M Sell
26,337
-234
-0.9% -$22K 0.34% 35
2021
Q3 		$2.31M Buy
26,571
+38
+0.1% +$3.36K 0.38% 33
2021
Q2 		$2.06M Buy
26,533
+25
+0.1% +$1.96K 0.34% 33
2021
Q1 		$1.86M Sell
26,508
-272
-1% -$17.6K 0.33% 34
2020
Q4 		$1.73M Sell
26,780
-75
-0.3% -$4.46K 0.33% 33
2020
Q3 		$1.6M Buy
26,855
+106
+0.4% +$6.02K 0.36% 32
2020
Q2 		$1.48M Buy
26,749
+29
+0.1% +$1.54K 0.37% 31
2020
Q1 		$1.29M Sell
26,720
-1,942
-7% -$100K 0.4% 28
2019
Q4 		$1.52M Buy
28,662
+27
+0.1% +$1.49K 0.38% 28
2019
Q3 		$1.58M Sell
28,635
-274
-0.9% -$15.1K 0.44% 24
2019
Q2 		$1.65M Buy
28,909
+26
+0.1% +$1.41K 0.48% 24
2019
Q1 		$1.55M Sell
28,883
-979
-3% -$49.9K 0.49% 24
2018
Q4 		$1.35M Sell
29,862
-2,041
-6% -$97.8K 0.44% 25
2018
Q3 		$1.65M Sell
31,903
-268
-0.8% -$13K 0.45% 23
2018
Q2 		$1.42M Buy
32,171
+17,591
+121% +$810K 0.4% 24
2018
Q1 		$667K Sell
14,580
-17,007
-54% -$845K 0.21% 41
2017
Q4 		$1.49M Sell
31,587
-372
-1% -$18.2K 0.46% 22
2017
Q3 		$1.54M Buy
31,959
+28
+0.1% +$1.39K 0.51% 22
2017
Q2 		$1.6M Sell
31,931
-980
-3% -$44.7K 0.55% 20
2017
Q1 		$1.47M Buy
32,911
+429
+1% +$17.9K 0.51% 21
2016
Q4 		$1.25M Buy
32,482
+6,893
+27% +$270K 0.46% 23
2016
Q3 		$1M Buy
25,589
+2
+0% +$81 0.4% 26
2016
Q2 		$1.05M Buy
25,587
+3
+0% +$120 0.44% 22
2016
Q1 		$1.05M Sell
25,584
-57
-0.2% -$2.11K 0.46% 22
2015
Q4 		$937K Buy
25,641
+3
+0% +$115 0.42% 26
2015
Q3 		$926K Buy
25,638
+1
+0% +$38 0.46% 23
2015
Q2 		$1.03M Sell
25,637
-798
-3% -$34.6K 0.49% 21
2015
Q1 		$1.14M Sell
26,435
-579
-2% -$25.1K 0.55% 21
2014
Q4 		$1.22M Buy
27,014
+42
+0.2% +$1.71K 0.63% 20
2014
Q3 		$1.03M Buy
26,972
+40
+0.1% +$1.62K 0.62% 17
2014
Q2 		$1.09M Sell
26,932
-1,749
-6% -$72K 0.69% 15
2014
Q1 		$1.17M Sell
28,681
-718
-2% -$27.3K 0.78% 15
2013
Q4 		$1.13M Sell
29,399
-2
-0% -$69 0.73% 16
2013
Q3 		$975K Sell
29,401
-4,461
-13% -$145K 0.71% 21
2013
Q2 		$1.04M Buy
+33,862
New +$1.12M 0.73% 20

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

Nadler Financial Group's ORCL Position: Q2 2026 in Review

Nadler Financial Group reduced its Oracle (ORCL) stake by 1.3% in Q2 2026, selling an estimated $37K and leaving 15,688 shares worth $2.3M. The position accounts for 0.19% of the portfolio, ranked #40.

Nadler Financial Group first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.07M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Nadler Financial Group held 15,688 shares of Oracle worth $2.3M as of Q2 2026.
  • Nadler Financial Group sold 204 Oracle shares in Q2 2026, an estimated $37K.
  • Oracle made up 0.19% of Nadler Financial Group's portfolio in Q2 2026, its #40 holding.
  • Nadler Financial Group first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's Oracle position peaked at $4.07M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.