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Ritter Daniher Financial Advisory’s Oracle ORCL Stock Holding History

Ritter Daniher Financial Advisory’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 		$338K Sell
2,304
-42
-2% -$7.61K 0.05% 128
2026
Q1 		$345K Buy
2,346
+14
+0.6% +$2.28K 0.06% 123
2025
Q4 		$455K Buy
2,332
+3
+0.1% +$714 0.08% 104
2025
Q3 		$655K Buy
2,329
+1,653
+245% +$421K 0.12% 85
2025
Q2 		$148K Buy
676
+450
+199% +$72.7K 0.04% 106
2025
Q1 		$31.6K Sell
226
-8
-3% -$1.3K 0.01% 190
2024
Q4 		$39K Sell
234
-1
-0.4% -$178 0.01% 180
2024
Q3 		$40K Hold
235
– – 0.01% 175
2024
Q2 		$33.2K Sell
235
-3
-1% -$373 0.01% 181
2024
Q1 		$29.9K Hold
238
– – 0.01% 180
2023
Q4 		$25.1K Sell
238
-5
-2% -$546 0.01% 188
2023
Q3 		$25.7K Buy
243
+182
+298% +$21.1K 0.01% 174
2023
Q2 		$7.26K Sell
61
-366
-86% -$37.8K ﹤0.01% 234
2023
Q1 		$39.7K Buy
427
+400
+1,481% +$35.1K 0.02% 152
2022
Q4 		$2.21K Buy
+27
New +$2.05K ﹤0.01% 238
2022
Q2 		– Sell
-89
Closed -$7K – 258
2022
Q1 		$7K Hold
89
– – ﹤0.01% 185
2021
Q4 		$8K Hold
89
– – 0.01% 171
2021
Q3 		$8K Hold
89
– – 0.01% 170
2021
Q2 		$7K Hold
89
– – 0.01% 166
2021
Q1 		$6K Hold
89
– – ﹤0.01% 161
2020
Q4 		$6K Buy
+89
New +$5.3K 0.01% 156

Other funds holding ORCL

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ritter Daniher Financial Advisory's ORCL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Oracle (ORCL) stake by 1.8% in Q2 2026, selling an estimated $7.61K and leaving 2,304 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #128.

Ritter Daniher Financial Advisory first reported a position in ORCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $655K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ritter Daniher Financial Advisory held 2,304 shares of Oracle worth $338K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 42 Oracle shares in Q2 2026, an estimated $7.61K.
  • Oracle made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #128 holding.
  • Ritter Daniher Financial Advisory first reported a position in Oracle in Q4 2020 and has held it in 21 quarters since.
  • Ritter Daniher Financial Advisory's Oracle position peaked at $655K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.