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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roxbury Financial's ORCL Position: Q2 2026 in Review

Roxbury Financial increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,239 shares worth $182K. The position accounts for 0.14% of the portfolio, ranked #107.

Roxbury Financial first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Roxbury Financial held 1,239 shares of Oracle worth $182K as of Q2 2026.
  • Roxbury Financial bought 144 Oracle shares in Q2 2026, an estimated $26.1K.
  • Oracle made up 0.14% of Roxbury Financial's portfolio in Q2 2026, its #107 holding.
  • Roxbury Financial first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Oracle position peaked at $307K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.