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Oxford Financial Group’s Oracle ORCL Stock Holding History

Oxford Financial Group’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 		$1.32M Buy
8,996
+583
+7% +$106K 0.07% 84
2026
Q1 		$1.24M Buy
8,413
+1,912
+29% +$311K 0.07% 83
2025
Q4 		$1.27M Sell
6,501
-47
-0.7% -$11.2K 0.07% 73
2025
Q3 		$1.84M Buy
6,548
+231
+4% +$58.8K 0.1% 64
2025
Q2 		$1.38M Buy
6,317
+64
+1% +$10.3K 0.08% 65
2025
Q1 		$874K Sell
6,253
-254
-4% -$41.4K 0.06% 89
2024
Q4 		$1.08M Sell
6,507
-166
-2% -$29.5K 0.07% 87
2024
Q3 		$1.14M Sell
6,673
-1,119
-14% -$162K 0.07% 85
2024
Q2 		$1.1M Sell
7,792
-935
-11% -$116K 0.07% 84
2024
Q1 		$1.1M Buy
8,727
+115
+1% +$13.2K 0.08% 75
2023
Q4 		$908K Sell
8,612
-98
-1% -$10.7K 0.07% 88
2023
Q3 		$923K Sell
8,710
-685
-7% -$79.3K 0.08% 80
2023
Q2 		$1.12M Buy
9,395
+2,348
+33% +$243K 0.11% 68
2023
Q1 		$655K Buy
7,047
+1
+0% +$88 0.07% 89
2022
Q4 		$576K Buy
7,046
+1,578
+29% +$120K 0.07% 97
2022
Q3 		$334K Sell
5,468
-142
-3% -$10.4K 0.05% 127
2022
Q2 		$392K Buy
5,610
+142
+3% +$10.4K 0.06% 125
2022
Q1 		$452K Buy
5,468
+254
+5% +$20.6K 0.06% 124
2021
Q4 		$455K Hold
5,214
– – 0.05% 130
2021
Q3 		$454K Sell
5,214
-6,035
-54% -$533K 0.06% 121
2021
Q2 		$876K Sell
11,249
-10
-0.1% -$783 0.12% 83
2021
Q1 		$790K Buy
11,259
+10
+0.1% +$647 0.11% 81
2020
Q4 		$728K Hold
11,249
– – 0.11% 82
2020
Q3 		$672K Sell
11,249
-1,316
-10% -$74.8K 0.11% 81
2020
Q2 		$694K Sell
12,565
-673
-5% -$35.7K 0.12% 73
2020
Q1 		$640K Buy
+13,238
New +$683K 0.13% 74

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

Oxford Financial Group's ORCL Position: Q2 2026 in Review

Oxford Financial Group increased its Oracle (ORCL) stake by 6.9% in Q2 2026, buying an estimated $106K and bringing the position to 8,996 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #84.

Oxford Financial Group first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.84M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Oxford Financial Group held 8,996 shares of Oracle worth $1.32M as of Q2 2026.
  • Oxford Financial Group bought 583 Oracle shares in Q2 2026, an estimated $106K.
  • Oracle made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #84 holding.
  • Oxford Financial Group first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Oracle position peaked at $1.84M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.