Roxbury Financial
ORCL icon

Roxbury Financial’s Oracle ORCL Stock Holding History

Roxbury Financial’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
Q3 		$143K Sell
1,039
-200
-16% -$28.2K 0.11% 121
2026
Q2 		$182K Buy
1,239
+144
+13% +$26.1K 0.14% 107
2026
Q1 		$161K Buy
1,095
+2
+0.2% +$325 0.14% 108
2025
Q4 		$213K Buy
1,093
+1
+0.1% +$238 0.19% 90
2025
Q3 		$307K Buy
1,092
+2
+0.2% +$509 0.28% 65
2025
Q2 		$238K Buy
1,090
+177
+19% +$28.6K 0.23% 78
2025
Q1 		$152K Buy
913
+2
+0.2% +$326 0.15% 99
2024
Q4 		$169K Buy
+911
New +$162K 0.16% 96

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Roxbury Financial's ORCL Position: Q3 2026 in Review

Roxbury Financial reduced its Oracle (ORCL) stake by 16% in Q3 2026, selling an estimated $28.2K and leaving 1,039 shares worth $143K. The position accounts for 0.11% of the portfolio, ranked #121.

Roxbury Financial first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $307K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Roxbury Financial held 1,039 shares of Oracle worth $143K as of Q3 2026.
  • Roxbury Financial sold 200 Oracle shares in Q3 2026, an estimated $28.2K.
  • Oracle made up 0.11% of Roxbury Financial's portfolio in Q3 2026, its #121 holding.
  • Roxbury Financial first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Oracle position peaked at $307K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.