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Rollins Financial Advisors’s Oracle ORCL Stock Holding History

Rollins 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 		$264K Sell
1,801
-393
-18% -$71.2K 0.03% 151
2026
Q1 		$323K Buy
2,194
+759
+53% +$123K 0.05% 129
2025
Q4 		$280K Buy
+1,435
New +$342K 0.04% 131
2025
Q3 		– Sell
-1,068
Closed -$233K – 149
2025
Q2 		$233K Buy
+1,068
New +$172K 0.04% 125

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 $3.38T AUM 44.17% 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

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

Rollins Financial Advisors reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $71.2K and leaving 1,801 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #151.

Rollins Financial Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $323K in Q1 2026. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Rollins Financial Advisors held 1,801 shares of Oracle worth $264K as of Q2 2026.
  • Rollins Financial Advisors sold 393 Oracle shares in Q2 2026, an estimated $71.2K.
  • Oracle made up 0.03% of Rollins Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Rollins Financial Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Rollins Financial Advisors's Oracle position peaked at $323K in Q1 2026.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.