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Prospera Financial Services’s Oracle ORCL Stock Holding History

Prospera 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 		$15.7M Sell
107,060
-7,410
-6% -$1.34M 0.23% 92
2026
Q1 		$16.8M Buy
114,470
+31,165
+37% +$5.07M 0.27% 76
2025
Q4 		$16.2M Buy
83,305
+11,159
+15% +$2.66M 0.27% 78
2025
Q3 		$20.3M Sell
72,146
-4,064
-5% -$1.03M 0.35% 60
2025
Q2 		$16.7M Buy
76,210
+19,540
+34% +$3.16M 0.31% 66
2025
Q1 		$7.92M Buy
56,670
+4,941
+10% +$804K 0.18% 126
2024
Q4 		$8.62M Buy
51,729
+27,205
+111% +$4.83M 0.2% 114
2024
Q3 		$4.18M Buy
24,524
+1,062
+5% +$154K 0.11% 210
2024
Q2 		$3.31M Buy
23,462
+4,707
+25% +$585K 0.09% 239
2024
Q1 		$2.36M Sell
18,755
-4,183
-18% -$479K 0.07% 304
2023
Q4 		$2.42M Buy
22,938
+7,443
+48% +$812K 0.08% 278
2023
Q3 		$1.64M Buy
15,495
+3,419
+28% +$396K 0.06% 305
2023
Q2 		$1.44M Sell
12,076
-2,856
-19% -$295K 0.06% 329
2023
Q1 		$1.39M Sell
14,932
-83
-0.6% -$7.28K 0.06% 332
2022
Q4 		$1.23M Buy
15,015
+6,641
+79% +$505K 0.06% 308
2022
Q3 		$512K Buy
8,374
+1,326
+19% +$97.1K 0.03% 516
2022
Q2 		$493K Sell
7,048
-1,360
-16% -$99.6K 0.03% 515
2022
Q1 		$695K Buy
8,408
+1,241
+17% +$101K 0.03% 507
2021
Q4 		$625K Buy
7,167
+1,941
+37% +$182K 0.03% 509
2021
Q3 		$455K Buy
5,226
+507
+11% +$44.8K 0.02% 560
2021
Q2 		$368K Buy
4,719
+1,201
+34% +$94K 0.02% 610
2021
Q1 		$248K Sell
3,518
-575
-14% -$37.2K 0.01% 670
2020
Q4 		$265K Buy
4,093
+2,590
+172% +$154K 0.02% 568
2020
Q3 		$90K Sell
1,503
-3,209
-68% -$182K 0.03% 432
2020
Q2 		$257K Sell
4,712
-3,949
-46% -$209K 0.02% 486
2020
Q1 		$418K Sell
8,661
-222
-2% -$11.5K 0.04% 335
2019
Q4 		$471K Buy
8,883
+304
+4% +$16.7K 0.04% 389
2019
Q3 		$472K Buy
8,579
+4,283
+100% +$237K 0.05% 321
2019
Q2 		$248K Sell
4,296
-451
-10% -$24.4K 0.03% 448
2019
Q1 		$255K Buy
+4,747
New +$242K 0.08% 265
2018
Q3 		– Sell
-4,664
Closed -$208K – 444
2018
Q2 		$208K Sell
4,664
-4,633
-50% -$213K 0.03% 422
2018
Q1 		$423K Sell
9,297
-1,076
-10% -$53.5K 0.06% 271
2017
Q4 		$494K Buy
10,373
+3,809
+58% +$187K 0.08% 220
2017
Q3 		$320K Buy
6,564
+1,725
+36% +$85.8K 0.05% 312
2017
Q2 		$240K Buy
+4,839
New +$221K 0.04% 354
2014
Q1 		– Sell
-5,800
Closed -$222K – 287
2013
Q4 		$222K Sell
5,800
-282
-5% -$9.69K 0.07% 214
2013
Q3 		$204K Buy
+6,082
New +$197K 0.08% 211

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Prospera Financial Services reduced its Oracle (ORCL) stake by 6.5% in Q2 2026, selling an estimated $1.34M and leaving 107,060 shares worth $15.7M. The position accounts for 0.23% of the portfolio, ranked #92.

Prospera Financial Services first reported a position in ORCL in Q3 2013 and has held it in 37 quarters since. The position peaked at $20.3M in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Prospera Financial Services held 107,060 shares of Oracle worth $15.7M as of Q2 2026.
  • Prospera Financial Services sold 7,410 Oracle shares in Q2 2026, an estimated $1.34M.
  • Oracle made up 0.23% of Prospera Financial Services's portfolio in Q2 2026, its #92 holding.
  • Prospera Financial Services first reported a position in Oracle in Q3 2013 and has held it in 37 quarters since.
  • Prospera Financial Services's Oracle position peaked at $20.3M in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.