Quantum Financial Advisors’s Oracle ORCL Stock Holding History

Quantum Financial Advisors’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	$812K	Sell	5,544 -16	-0.3%	-$2.9K	0.08%	91
2026 Q1	$818K	Buy	5,560 +14	+0.3%	+$2.28K	0.09%	75
2025 Q4	$1.08M	Buy	5,546 +1,480	+36%	+$352K	0.12%	74
2025 Q3	$1.14M	Hold	4,066	–	–	0.14%	67
2025 Q2	$889K	Buy	4,066 +100	+3%	+$16.1K	0.12%	71
2025 Q1	$554K	Hold	3,966	–	–	0.08%	89
2024 Q4	$661K	Hold	3,966	–	–	0.1%	76
2024 Q3	$676K	Sell	3,966 -191	-5%	-$27.7K	0.11%	78
2024 Q2	$587K	Hold	4,157	–	–	0.1%	81
2024 Q1	$522K	Sell	4,157 -2	-0%	-$229	0.1%	83
2023 Q4	$438K	Sell	4,159 -753	-15%	-$82.2K	0.11%	57
2023 Q3	$520K	Buy	4,912 +1,060	+28%	+$123K	0.15%	51
2023 Q2	$459K	Hold	3,852	–	–	0.13%	49
2023 Q1	$358K	Hold	3,852	–	–	0.11%	54
2022 Q4	$315K	Buy	3,852 +37	+1%	+$2.81K	0.14%	51
2022 Q3	$233K	Hold	3,815	–	–	0.1%	65
2022 Q2	$296K	Buy	+3,815	New	+$279K	0.11%	59

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Quantum Financial Advisors's ORCL Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Oracle (ORCL) stake by 0.29% in Q2 2026, selling an estimated $2.9K and leaving 5,544 shares worth $812K. The position accounts for 0.08% of the portfolio, ranked #91.

Quantum Financial Advisors first reported a position in ORCL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Quantum Financial Advisors held 5,544 shares of Oracle worth $812K as of Q2 2026.
Quantum Financial Advisors sold 16 Oracle shares in Q2 2026, an estimated $2.9K.
Oracle made up 0.08% of Quantum Financial Advisors's portfolio in Q2 2026, its #91 holding.
Quantum Financial Advisors first reported a position in Oracle in Q2 2022 and has held it in 17 quarters since.
Quantum Financial Advisors's Oracle position peaked at $1.14M in Q3 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.