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Roffman Miller Associates’s Oracle ORCL Stock Holding History

Roffman Miller Associates’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 		$3.56M Sell
24,306
-1,806
-7% -$327K 0.19% 60
2026
Q1 		$3.84M Sell
26,112
-1,769
-6% -$288K 0.22% 59
2025
Q4 		$5.43M Sell
27,881
-2,905
-9% -$692K 0.3% 52
2025
Q3 		$8.66M Sell
30,786
-1,061
-3% -$270K 0.48% 47
2025
Q2 		$6.96M Sell
31,847
-10,250
-24% -$1.66M 0.42% 46
2025
Q1 		$5.89M Sell
42,097
-11,968
-22% -$1.95M 0.37% 48
2024
Q4 		$9.01M Sell
54,065
-38,931
-42% -$6.92M 0.55% 43
2024
Q3 		$15.8M Buy
92,996
+10,717
+13% +$1.55M 0.97% 39
2024
Q2 		$11.6M Buy
82,279
+12,365
+18% +$1.54M 0.77% 42
2024
Q1 		$8.78M Buy
69,914
+23,404
+50% +$2.68M 0.59% 44
2023
Q4 		$4.9M Buy
46,510
+38,198
+460% +$4.17M 0.35% 46
2023
Q3 		$880K Buy
+8,312
New +$962K 0.07% 66
2020
Q3 		– Sell
-7,328
Closed -$405K – 123
2020
Q2 		$405K Buy
+7,328
New +$388K 0.04% 103
2016
Q4 		– Sell
-9,244
Closed -$363K – 64
2016
Q3 		$363K Sell
9,244
-1,475
-14% -$60.1K 0.06% 60
2016
Q2 		$439K Sell
10,719
-384
-3% -$15.3K 0.07% 59
2016
Q1 		$454K Sell
11,103
-831
-7% -$30.8K 0.08% 58
2015
Q4 		$436K Sell
11,934
-2,171
-15% -$82.9K 0.08% 59
2015
Q3 		$509K Buy
14,105
+1,013
+8% +$38.9K 0.1% 58
2015
Q2 		$528K Buy
13,092
+2
+0% +$87 0.1% 56
2015
Q1 		$565K Buy
13,090
+2
+0% +$87 0.11% 57
2014
Q4 		$589K Sell
13,088
-223
-2% -$9.07K 0.11% 58
2014
Q3 		$510K Sell
13,311
-228
-2% -$9.23K 0.1% 60
2014
Q2 		$549K Sell
13,539
-341
-2% -$14K 0.12% 60
2014
Q1 		$568K Buy
13,880
+1,661
+14% +$63.2K 0.13% 60
2013
Q4 		$467K Sell
12,219
-550
-4% -$18.9K 0.11% 65
2013
Q3 		$424K Sell
12,769
-230
-2% -$7.46K 0.11% 68
2013
Q2 		$399K Buy
+12,999
New +$431K 0.11% 69

Other funds holding ORCL

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Roffman Miller Associates's ORCL Position: Q2 2026 in Review

Roffman Miller Associates reduced its Oracle (ORCL) stake by 6.9% in Q2 2026, selling an estimated $327K and leaving 24,306 shares worth $3.56M. The position accounts for 0.19% of the portfolio, ranked #60.

Roffman Miller Associates first reported a position in ORCL in Q2 2013 and has held it in 27 quarters since. The position peaked at $15.8M in Q3 2024. 1,655 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Roffman Miller Associates held 24,306 shares of Oracle worth $3.56M as of Q2 2026.
  • Roffman Miller Associates sold 1,806 Oracle shares in Q2 2026, an estimated $327K.
  • Oracle made up 0.19% of Roffman Miller Associates's portfolio in Q2 2026, its #60 holding.
  • Roffman Miller Associates first reported a position in Oracle in Q2 2013 and has held it in 27 quarters since.
  • Roffman Miller Associates's Oracle position peaked at $15.8M in Q3 2024.
  • 1,655 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.