O'Donnell Financial Services’s Oracle ORCL Stock Holding History

O'Donnell Financial Services’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	$441K	Buy	3,012 +400	+15%	+$72.5K	0.13%	46
2026 Q1	$384K	Buy	2,612 +401	+18%	+$65.2K	0.13%	44
2025 Q4	$431K	Hold	2,211	–	–	0.15%	41
2025 Q3	$622K	Buy	2,211 +15	+0.7%	+$3.82K	0.22%	36
2025 Q2	$480K	Hold	2,196	–	–	0.18%	35
2025 Q1	$307K	Hold	2,196	–	–	0.13%	40
2024 Q4	$369K	Hold	2,196	–	–	0.15%	33
2024 Q3	$374K	Hold	2,196	–	–	0.15%	35
2024 Q2	$310K	Hold	2,196	–	–	0.14%	34
2024 Q1	$276K	Buy	2,196 +102	+5%	+$11.7K	0.13%	36
2023 Q4	$221K	Hold	2,094	–	–	0.11%	36
2023 Q3	$222K	Hold	2,094	–	–	0.12%	26
2023 Q2	$249K	Buy	+2,094	New	+$217K	0.15%	18

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Donnell Financial Services's ORCL Position: Q2 2026 in Review

O'Donnell Financial Services increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $72.5K and bringing the position to 3,012 shares worth $441K. The position accounts for 0.13% of the portfolio, ranked #46.

O'Donnell Financial Services first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $622K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

O'Donnell Financial Services held 3,012 shares of Oracle worth $441K as of Q2 2026.
O'Donnell Financial Services bought 400 Oracle shares in Q2 2026, an estimated $72.5K.
Oracle made up 0.13% of O'Donnell Financial Services's portfolio in Q2 2026, its #46 holding.
O'Donnell Financial Services first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
O'Donnell Financial Services's Oracle position peaked at $622K in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.