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Phoenix Financial’s Oracle ORCL Stock Holding History

Phoenix Financial’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
2024
Q1 		– Sell
-19,900
Closed -$2.1K – 461
2023
Q4 		$2.1K Buy
+19,900
New +$2.17M ﹤0.01% 339

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

Phoenix Financial's ORCL Position: Q2 2026 in Review

Phoenix Financial increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $5.76M and bringing the position to 218,225 shares worth $32M. The position accounts for 0.22% of the portfolio, ranked #71.

Phoenix Financial first reported a position in ORCL in Q3 2019 and has held it in 17 quarters since. The position peaked at $160M in Q1 2024. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Phoenix Financial held 218,225 shares of Oracle worth $32M as of Q2 2026.
  • Phoenix Financial bought 31,766 Oracle shares in Q2 2026, an estimated $5.76M.
  • Oracle made up 0.22% of Phoenix Financial's portfolio in Q2 2026, its #71 holding.
  • Phoenix Financial first reported a position in Oracle in Q3 2019 and has held it in 17 quarters since.
  • Phoenix Financial's Oracle position peaked at $160M in Q1 2024.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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