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Northstar Financial Companies’s Oracle ORCL Stock Holding History

Northstar Financial Companies’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 		$286K Buy
1,952
+27
+1% +$4.89K 0.19% 95
2026
Q1 		$283K Sell
1,925
-26
-1% -$4.23K 0.23% 85
2025
Q4 		$380K Sell
1,951
-36
-2% -$8.57K 0.3% 70
2025
Q3 		$559K Buy
1,987
+14
+0.7% +$3.56K 0.52% 51
2025
Q2 		$431K Sell
1,973
-94
-5% -$15.2K 0.45% 55
2025
Q1 		$289K Buy
2,067
+3
+0.1% +$488 0.31% 77
2024
Q4 		$344K Buy
+2,064
New +$367K 0.33% 68

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northstar Financial Companies's ORCL Position: Q2 2026 in Review

Northstar Financial Companies increased its Oracle (ORCL) stake by 1.4% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,952 shares worth $286K. The position accounts for 0.19% of the portfolio, ranked #95.

Northstar Financial Companies first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Northstar Financial Companies held 1,952 shares of Oracle worth $286K as of Q2 2026.
  • Northstar Financial Companies bought 27 Oracle shares in Q2 2026, an estimated $4.89K.
  • Oracle made up 0.19% of Northstar Financial Companies's portfolio in Q2 2026, its #95 holding.
  • Northstar Financial Companies first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's Oracle position peaked at $559K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.