RFG - Bristol Wealth Advisors’s Oracle ORCL Stock Holding History

RFG - Bristol Wealth 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	$203K	Sell	1,384 -3,109	-69%	-$563K	0.05%	182
2026 Q1	$661K	Sell	4,493 -2,314	-34%	-$376K	0.18%	91
2025 Q4	$1.33M	Buy	6,807 +700	+11%	+$167K	0.37%	61
2025 Q3	$1.72M	Buy	6,107 +4,521	+285%	+$1.15M	0.5%	48
2025 Q2	$347K	Buy	+1,586	New	+$256K	0.11%	130

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

RFG - Bristol Wealth Advisors's ORCL Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Oracle (ORCL) stake by 69% in Q2 2026, selling an estimated $563K and leaving 1,384 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #182.

RFG - Bristol Wealth Advisors first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

RFG - Bristol Wealth Advisors held 1,384 shares of Oracle worth $203K as of Q2 2026.
RFG - Bristol Wealth Advisors sold 3,109 Oracle shares in Q2 2026, an estimated $563K.
Oracle made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #182 holding.
RFG - Bristol Wealth Advisors first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
RFG - Bristol Wealth Advisors's Oracle position peaked at $1.72M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.