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Prospect Financial Services’s Oracle ORCL Stock Holding History

Prospect 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 		$2.47M Buy
16,847
+646
+4% +$117K 1.25% 21
2026
Q1 		$2.38M Buy
16,201
+9,895
+157% +$1.61M 1.46% 21
2025
Q4 		$1.23M Buy
6,306
+5,430
+620% +$1.29M 0.71% 31
2025
Q3 		$246K Buy
+876
New +$223K 0.14% 86
2025
Q2 		– Sell
-2,750
Closed -$385K – 114
2025
Q1 		$385K Buy
2,750
+1,495
+119% +$243K 0.21% 72
2024
Q4 		$209K Buy
+1,255
New +$223K 0.11% 107

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

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

Prospect Financial Services increased its Oracle (ORCL) stake by 4% in Q2 2026, buying an estimated $117K and bringing the position to 16,847 shares worth $2.47M. The position accounts for 1.25% of the portfolio, ranked #21.

Prospect Financial Services first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Prospect Financial Services held 16,847 shares of Oracle worth $2.47M as of Q2 2026.
  • Prospect Financial Services bought 646 Oracle shares in Q2 2026, an estimated $117K.
  • Oracle made up 1.25% of Prospect Financial Services's portfolio in Q2 2026, its #21 holding.
  • Prospect Financial Services first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.