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Resurgent Financial Advisors’s Oracle ORCL Stock Holding History

Resurgent 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 		$562K Buy
3,837
+1,378
+56% +$250K 0.16% 142
2026
Q1 		$362K Buy
2,459
+19
+0.8% +$3.09K 0.13% 182
2025
Q4 		$476K Sell
2,440
-45
-2% -$10.7K 0.24% 122
2025
Q3 		$699K Sell
2,485
-483
-16% -$123K 0.34% 79
2025
Q2 		$649K Buy
2,968
+1,137
+62% +$184K 0.36% 74
2025
Q1 		$256K Sell
1,831
-3,487
-66% -$568K 0.15% 152
2024
Q4 		$886K Buy
5,318
+2,877
+118% +$511K 0.52% 54
2024
Q3 		$416K Sell
2,441
-234
-9% -$33.9K 0.24% 121
2024
Q2 		$378K Buy
2,675
+10
+0.4% +$1.24K 0.23% 123
2024
Q1 		$335K Buy
2,665
+20
+0.8% +$2.29K 0.18% 144
2023
Q4 		$279K Buy
2,645
+90
+4% +$9.82K 0.17% 137
2023
Q3 		$271K Sell
2,555
-429
-14% -$49.7K 0.18% 121
2023
Q2 		$355K Sell
2,984
-184
-6% -$19K 0.23% 97
2023
Q1 		$294K Sell
3,168
-541
-15% -$47.4K 0.2% 110
2022
Q4 		$303K Sell
3,709
-60
-2% -$4.56K 0.16% 141
2022
Q3 		$230K Buy
3,769
+391
+12% +$28.6K 0.15% 169
2022
Q2 		$236K Buy
3,378
+148
+5% +$10.8K 0.15% 158
2022
Q1 		$267K Buy
3,230
+510
+19% +$41.3K 0.17% 141
2021
Q4 		$237K Buy
+2,720
New +$255K 0.19% 106

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

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

Resurgent Financial Advisors increased its Oracle (ORCL) stake by 56% in Q2 2026, buying an estimated $250K and bringing the position to 3,837 shares worth $562K. The position accounts for 0.16% of the portfolio, ranked #142.

Resurgent Financial Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $886K in Q4 2024. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Resurgent Financial Advisors held 3,837 shares of Oracle worth $562K as of Q2 2026.
  • Resurgent Financial Advisors bought 1,378 Oracle shares in Q2 2026, an estimated $250K.
  • Oracle made up 0.16% of Resurgent Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • Resurgent Financial Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Oracle position peaked at $886K in Q4 2024.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.