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Perryman Financial Advisory’s Oracle ORCL Stock Holding History

Perryman Financial Advisory’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 		$2.67M Buy
18,221
+26
+0.1% +$4.71K 0.36% 63
2026
Q1 		$2.68M Buy
18,195
+29
+0.2% +$4.71K 0.4% 59
2025
Q4 		$3.54M Buy
+18,166
New +$4.33M 0.52% 47

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

Perryman Financial Advisory's ORCL Position: Q2 2026 in Review

Perryman Financial Advisory increased its Oracle (ORCL) stake by 0.14% in Q2 2026, buying an estimated $4.71K and bringing the position to 18,221 shares worth $2.67M. The position accounts for 0.36% of the portfolio, ranked #63.

Perryman Financial Advisory first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.54M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Perryman Financial Advisory held 18,221 shares of Oracle worth $2.67M as of Q2 2026.
  • Perryman Financial Advisory bought 26 Oracle shares in Q2 2026, an estimated $4.71K.
  • Oracle made up 0.36% of Perryman Financial Advisory's portfolio in Q2 2026, its #63 holding.
  • Perryman Financial Advisory first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Oracle position peaked at $3.54M in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.