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PAX Financial Group’s Oracle ORCL Stock Holding History

PAX 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 		$330K Buy
2,254
+746
+49% +$135K 0.05% 159
2026
Q1 		$222K Sell
1,508
-1,687
-53% -$274K 0.04% 184
2025
Q4 		$623K Buy
3,195
+28
+0.9% +$6.67K 0.11% 109
2025
Q3 		$891K Sell
3,167
-1,219
-28% -$310K 0.16% 92
2025
Q2 		$959K Sell
4,386
-2,152
-33% -$348K 0.18% 92
2025
Q1 		$914K Sell
6,538
-374
-5% -$60.9K 0.16% 108
2024
Q4 		$1.15M Buy
6,912
+597
+9% +$106K 0.21% 90
2024
Q3 		$1.08M Buy
6,315
+871
+16% +$126K 0.19% 102
2024
Q2 		$769K Buy
5,444
+73
+1% +$9.06K 0.15% 127
2024
Q1 		$675K Buy
5,371
+21
+0.4% +$2.4K 0.14% 146
2023
Q4 		$624K Buy
5,350
+460
+9% +$50.2K 0.13% 159
2023
Q3 		$518K Sell
4,890
-20
-0.4% -$2.31K 0.12% 151
2023
Q2 		$585K Sell
4,910
-1,034
-17% -$107K 0.13% 140
2023
Q1 		$552K Sell
5,944
-477
-7% -$41.8K 0.13% 137
2022
Q4 		$525K Sell
6,421
-1,404
-18% -$107K 0.13% 125
2022
Q3 		$478K Sell
7,825
-231
-3% -$16.9K 0.12% 139
2022
Q2 		$563K Sell
8,056
-2,653
-25% -$194K 0.14% 121
2022
Q1 		$886K Sell
10,709
-86
-0.8% -$6.96K 0.21% 80
2021
Q4 		$941K Sell
10,795
-318
-3% -$29.9K 0.21% 73
2021
Q3 		$968K Sell
11,113
-300
-3% -$26.5K 0.24% 61
2021
Q2 		$888K Sell
11,413
-71
-0.6% -$5.56K 0.22% 61
2021
Q1 		$806K Buy
11,484
+1,826
+19% +$118K 0.23% 60
2020
Q4 		$625K Buy
9,658
+234
+2% +$13.9K 0.2% 63
2020
Q3 		$563K Buy
9,424
+1,038
+12% +$59K 0.2% 57
2020
Q2 		$463K Buy
8,386
+1,014
+14% +$53.7K 0.18% 68
2020
Q1 		$391K Buy
7,372
+2,211
+43% +$114K 0.17% 76
2019
Q4 		$286K Buy
+5,161
New +$284K 0.12% 100

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

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

PAX Financial Group increased its Oracle (ORCL) stake by 49% in Q2 2026, buying an estimated $135K and bringing the position to 2,254 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #159.

PAX Financial Group first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2024. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • PAX Financial Group held 2,254 shares of Oracle worth $330K as of Q2 2026.
  • PAX Financial Group bought 746 Oracle shares in Q2 2026, an estimated $135K.
  • Oracle made up 0.05% of PAX Financial Group's portfolio in Q2 2026, its #159 holding.
  • PAX Financial Group first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • PAX Financial Group's Oracle position peaked at $1.15M in Q4 2024.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.