Onyx Financial Advisors’s Oracle ORCL Stock Holding History

Onyx 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	$613K	Buy	4,183 +11	+0.3%	+$1.99K	0.22%	15
2026 Q1	$614K	Buy	4,172 +12	+0.3%	+$1.95K	0.25%	15
2025 Q4	$811K	Buy	4,160 +8	+0.2%	+$1.91K	0.34%	14
2025 Q3	$1.17M	Buy	4,152 +8	+0.2%	+$2.04K	0.52%	12
2025 Q2	$906K	Buy	4,144 +10	+0.2%	+$1.61K	0.43%	13
2025 Q1	$578K	Buy	4,134 +16	+0.4%	+$2.6K	0.31%	13
2024 Q4	$686K	Buy	4,118 +9	+0.2%	+$1.6K	0.38%	12
2024 Q3	$700K	Buy	4,109 +12	+0.3%	+$1.74K	0.38%	11
2024 Q2	$579K	Buy	4,097 +14	+0.3%	+$1.74K	0.35%	11
2024 Q1	$513K	Buy	4,083 +15	+0.4%	+$1.72K	0.32%	10
2023 Q4	$429K	Buy	+4,068	New	+$444K	0.31%	10

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Onyx Financial Advisors increased its Oracle (ORCL) stake by 0.26% in Q2 2026, buying an estimated $1.99K and bringing the position to 4,183 shares worth $613K. The position accounts for 0.22% of the portfolio, ranked #15.

Onyx Financial Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Onyx Financial Advisors held 4,183 shares of Oracle worth $613K as of Q2 2026.
Onyx Financial Advisors bought 11 Oracle shares in Q2 2026, an estimated $1.99K.
Oracle made up 0.22% of Onyx Financial Advisors's portfolio in Q2 2026, its #15 holding.
Onyx Financial Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Onyx Financial Advisors's Oracle position peaked at $1.17M in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.