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Richardson Financial Services’s Oracle ORCL Stock Holding History

Richardson 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 		$70.8K Buy
483
+72
+18% +$13K 0.04% 270
2026
Q1 		$60.5K Sell
411
-1,578
-79% -$257K 0.04% 274
2025
Q4 		$388K Sell
1,989
-256
-11% -$61K 0.13% 101
2025
Q3 		$631K Sell
2,245
-20
-0.9% -$5.09K 0.39% 64
2025
Q2 		$496K Buy
2,265
+2,210
+4,018% +$357K 0.33% 86
2025
Q1 		$7.69K Hold
55
– – 0.01% 421
2024
Q4 		$9.18K Buy
+55
New +$9.77K 0.01% 405

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

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

Richardson Financial Services increased its Oracle (ORCL) stake by 18% in Q2 2026, buying an estimated $13K and bringing the position to 483 shares worth $70.8K. The position accounts for 0.04% of the portfolio, ranked #270.

Richardson Financial Services first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $631K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Richardson Financial Services held 483 shares of Oracle worth $70.8K as of Q2 2026.
  • Richardson Financial Services bought 72 Oracle shares in Q2 2026, an estimated $13K.
  • Oracle made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #270 holding.
  • Richardson Financial Services first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's Oracle position peaked at $631K in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.