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Provident Living Financial Services’s Oracle ORCL Stock Holding History

Provident Living 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 		$558K Buy
3,807
+940
+33% +$170K 0.55% 36
2026
Q1 		$422K Sell
2,867
-22
-0.8% -$3.58K 0.47% 40
2025
Q4 		$563K Buy
+2,889
New +$688K 0.55% 33

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Provident Living Financial Services's ORCL Position: Q2 2026 in Review

Provident Living Financial Services increased its Oracle (ORCL) stake by 33% in Q2 2026, buying an estimated $170K and bringing the position to 3,807 shares worth $558K. The position accounts for 0.55% of the portfolio, ranked #36.

Provident Living Financial Services first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $563K in Q4 2025. 2,204 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Provident Living Financial Services held 3,807 shares of Oracle worth $558K as of Q2 2026.
  • Provident Living Financial Services bought 940 Oracle shares in Q2 2026, an estimated $170K.
  • Oracle made up 0.55% of Provident Living Financial Services's portfolio in Q2 2026, its #36 holding.
  • Provident Living Financial Services first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Provident Living Financial Services's Oracle position peaked at $563K in Q4 2025.
  • 2,204 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.