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Northern Financial Advisors’s Oracle ORCL Stock Holding History

Northern 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 		$1.9M Buy
12,933
+99
+0.8% +$17.9K 1.25% 26
2026
Q1 		$1.89M Buy
12,834
+5,005
+64% +$814K 1.38% 19
2025
Q4 		$1.53M Sell
7,829
-5,862
-43% -$1.4M 1.74% 16
2025
Q3 		$3.85M Buy
13,691
+1,206
+10% +$307K 2.02% 14
2025
Q2 		$2.73M Buy
12,485
+192
+2% +$31K 2.05% 12
2025
Q1 		$1.72M Sell
12,293
-74
-0.6% -$12K 1.42% 18
2024
Q4 		$2.06M Sell
12,367
-448
-3% -$79.6K 1.65% 16
2024
Q3 		$2.18M Buy
12,815
+99
+0.8% +$14.3K 1.66% 15
2024
Q2 		$1.8M Buy
12,716
+180
+1% +$22.4K 1.44% 17
2024
Q1 		$1.57M Sell
12,536
-327
-3% -$37.4K 1.23% 23
2023
Q4 		$1.36M Sell
12,863
-757
-6% -$82.6K 1.14% 24
2023
Q3 		$1.44M Sell
13,620
-371
-3% -$42.9K 1.32% 14
2023
Q2 		$1.63M Buy
13,991
+13
+0.1% +$1.34K 1.44% 11
2023
Q1 		$1.3M Sell
13,978
-782
-5% -$68.6K 1.22% 18
2022
Q4 		$1.16M Buy
+14,760
New +$1.12M 1.32% 20

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Financial Advisors increased its Oracle (ORCL) stake by 0.77% in Q2 2026, buying an estimated $17.9K and bringing the position to 12,933 shares worth $1.9M. The position accounts for 1.25% of the portfolio, ranked #26.

Northern Financial Advisors first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.85M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Northern Financial Advisors held 12,933 shares of Oracle worth $1.9M as of Q2 2026.
  • Northern Financial Advisors bought 99 Oracle shares in Q2 2026, an estimated $17.9K.
  • Oracle made up 1.25% of Northern Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Northern Financial Advisors first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Oracle position peaked at $3.85M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.