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Phillips Financial Management’s Oracle ORCL Stock Holding History

Phillips Financial Management’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 		$244K Buy
1,663
+190
+13% +$34.4K 0.02% 180
2026
Q1 		$217K Sell
1,473
-363
-20% -$59K 0.02% 185
2025
Q4 		$358K Buy
1,836
+81
+5% +$19.3K 0.02% 158
2025
Q3 		$494K Buy
1,755
+227
+15% +$57.8K 0.03% 149
2025
Q2 		$334K Buy
+1,528
New +$247K 0.02% 157

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 $3.38T AUM 44.17% 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

Phillips Financial Management's ORCL Position: Q2 2026 in Review

Phillips Financial Management increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $34.4K and bringing the position to 1,663 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #180.

Phillips Financial Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $494K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Phillips Financial Management held 1,663 shares of Oracle worth $244K as of Q2 2026.
  • Phillips Financial Management bought 190 Oracle shares in Q2 2026, an estimated $34.4K.
  • Oracle made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #180 holding.
  • Phillips Financial Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Phillips Financial Management's Oracle position peaked at $494K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.