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Physicians Financial Services’s Oracle ORCL Stock Holding History

Physicians Financial Services’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 		$3.51M Sell
23,943
-50
-0.2% -$9.06K 0.88% 30
2026
Q1 		$3.53M Buy
23,993
+100
+0.4% +$16.3K 0.97% 28
2025
Q4 		$4.66M Hold
23,893
– – 1.25% 21
2025
Q3 		$6.72M Sell
23,893
-250
-1% -$63.7K 1.83% 10
2025
Q2 		$5.28M Hold
24,143
– – 1.57% 15
2025
Q1 		$3.38M Sell
24,143
-24
-0.1% -$3.91K 1.07% 25
2024
Q4 		$4.03M Buy
24,167
+499
+2% +$88.6K 1.22% 21
2024
Q3 		$4.03M Sell
23,668
-300
-1% -$43.5K 1.25% 24
2024
Q2 		$3.38M Sell
23,968
-100
-0.4% -$12.4K 1.1% 28
2024
Q1 		$3.02M Sell
24,068
-200
-0.8% -$22.9K 1.06% 29
2023
Q4 		$2.56M Sell
24,268
-50
-0.2% -$5.46K 0.97% 29
2023
Q3 		$2.58M Buy
24,318
+100
+0.4% +$11.6K 1.05% 28
2023
Q2 		$2.88M Hold
24,218
– – 1.13% 25
2023
Q1 		$2.25M Hold
24,218
– – 0.95% 30
2022
Q4 		$1.98M Sell
24,218
-600
-2% -$45.6K 0.89% 37
2022
Q3 		$1.52M Buy
24,818
+40
+0.2% +$2.93K 0.73% 39
2022
Q2 		$1.73M Sell
24,778
-1,100
-4% -$80.5K 0.77% 38
2022
Q1 		$2.14M Sell
25,878
-50
-0.2% -$4.05K 0.82% 38
2021
Q4 		$2.26M Sell
25,928
-90
-0.3% -$8.45K 0.84% 36
2021
Q3 		$2.27M Sell
26,018
-500
-2% -$44.2K 0.92% 35
2021
Q2 		$2.06M Sell
26,518
-1,210
-4% -$94.7K 0.85% 36
2021
Q1 		$1.95M Buy
27,728
+500
+2% +$32.4K 0.83% 38
2020
Q4 		$1.76M Sell
27,228
-881
-3% -$52.4K 0.85% 36
2020
Q3 		$1.68M Buy
28,109
+15
+0.1% +$852 0.84% 36
2020
Q2 		$1.55M Sell
28,094
-399
-1% -$21.1K 0.86% 37
2020
Q1 		$1.38M Sell
28,493
-2,005
-7% -$103K 0.95% 33
2019
Q4 		$1.62M Buy
30,498
+50
+0.2% +$2.75K 0.87% 35
2019
Q3 		$1.68M Sell
30,448
-299
-1% -$16.5K 0.96% 35
2019
Q2 		$1.75M Sell
30,747
-376
-1% -$20.3K 1.03% 31
2019
Q1 		$1.67M Buy
31,123
+180
+0.6% +$9.17K 1.04% 30
2018
Q4 		$1.4M Buy
30,943
+4,610
+18% +$221K 1.02% 33
2018
Q3 		$1.36M Sell
26,333
-725
-3% -$35.2K 0.93% 33
2018
Q2 		$1.19M Buy
27,058
+99
+0.4% +$4.56K 0.89% 36
2018
Q1 		$1.21M Sell
26,959
-4,250
-14% -$211K 0.96% 35
2017
Q4 		$1.48M Sell
31,209
-700
-2% -$34.3K 1.13% 28
2017
Q3 		$1.54M Sell
31,909
-200
-0.6% -$9.95K 1.26% 26
2017
Q2 		$1.61M Sell
32,109
-1,006
-3% -$45.8K 1.36% 23
2017
Q1 		$1.48M Sell
33,115
-2,865
-8% -$119K 1.27% 25
2016
Q4 		$1.47M Buy
35,980
+347
+1% +$13.6K 1.21% 24
2016
Q3 		$1.4M Buy
35,633
+1,303
+4% +$53.1K 1.17% 28
2016
Q2 		$1.41M Sell
34,330
-797
-2% -$31.8K 1.23% 23
2016
Q1 		$1.44M Sell
35,127
-197
-0.6% -$7.29K 1.3% 22
2015
Q4 		$1.29M Buy
+35,324
New +$1.35M 1.19% 23

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physicians Financial Services's ORCL Position: Q2 2026 in Review

Physicians Financial Services reduced its Oracle (ORCL) stake by 0.21% in Q2 2026, selling an estimated $9.06K and leaving 23,943 shares worth $3.51M. The position accounts for 0.88% of the portfolio, ranked #30.

Physicians Financial Services first reported a position in ORCL in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.72M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Physicians Financial Services held 23,943 shares of Oracle worth $3.51M as of Q2 2026.
  • Physicians Financial Services sold 50 Oracle shares in Q2 2026, an estimated $9.06K.
  • Oracle made up 0.88% of Physicians Financial Services's portfolio in Q2 2026, its #30 holding.
  • Physicians Financial Services first reported a position in Oracle in Q4 2015 and has held it in 43 quarters since.
  • Physicians Financial Services's Oracle position peaked at $6.72M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.