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Paul R. Ried Financial Group’s Oracle ORCL Stock Holding History

Paul R. Ried 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 		$487K Hold
3,325
– – 0.21% 27
2026
Q1 		$489K Buy
3,325
+286
+9% +$46.5K 0.23% 25
2025
Q4 		$592K Hold
3,039
– – 0.28% 25
2025
Q3 		$855K Hold
3,039
– – 0.43% 21
2025
Q2 		$664K Buy
3,039
+39
+1% +$6.3K 0.4% 23
2025
Q1 		$419K Hold
3,000
– – 0.29% 22
2024
Q4 		$500K Buy
+3,000
New +$533K 0.35% 22

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Paul R. Ried Financial Group's ORCL Position: Q2 2026 in Review

Paul R. Ried Financial Group held its Oracle (ORCL) position steady in Q2 2026 at 3,325 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #27.

Paul R. Ried Financial Group first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Paul R. Ried Financial Group held 3,325 shares of Oracle worth $487K as of Q2 2026.
  • Paul R. Ried Financial Group left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.21% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #27 holding.
  • Paul R. Ried Financial Group first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Paul R. Ried Financial Group's Oracle position peaked at $855K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.