NavPoint Financial’s Oracle ORCL Stock Holding History

NavPoint 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	$329K	Hold	2,248	–	–	0.12%	62
2026 Q1	$331K	Hold	2,248	–	–	0.13%	56
2025 Q4	$438K	Hold	2,248	–	–	0.19%	51
2025 Q3	$632K	Hold	2,248	–	–	0.33%	44
2025 Q2	$491K	Hold	2,248	–	–	0.3%	42
2025 Q1	$314K	Hold	2,248	–	–	0.22%	45
2024 Q4	$375K	Hold	2,248	–	–	0.3%	40
2024 Q3	$383K	Hold	2,248	–	–	0.31%	38
2024 Q2	$317K	Hold	2,248	–	–	0.28%	40
2024 Q1	$282K	Hold	2,248	–	–	0.25%	39
2023 Q4	$237K	Buy	+2,248	New	+$245K	0.22%	41

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

NavPoint Financial's ORCL Position: Q2 2026 in Review

NavPoint Financial held its Oracle (ORCL) position steady in Q2 2026 at 2,248 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #62.

NavPoint Financial first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

NavPoint Financial held 2,248 shares of Oracle worth $329K as of Q2 2026.
NavPoint Financial left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.12% of NavPoint Financial's portfolio in Q2 2026, its #62 holding.
NavPoint Financial first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
NavPoint Financial's Oracle position peaked at $632K in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.