SFS
ORCL icon

Security Financial Services’s Oracle ORCL Stock Holding History

Security Financial Services’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 		$603K Sell
4,113
-231
-5% -$41.9K 0.08% 121
2026
Q1 		$639K Sell
4,344
-735
-14% -$119K 0.1% 114
2025
Q4 		$990K Sell
5,079
-110
-2% -$26.2K 0.16% 88
2025
Q3 		$1.46M Sell
5,189
-918
-15% -$234K 0.24% 69
2025
Q2 		$1.34M Buy
6,107
+342
+6% +$55.2K 0.24% 67
2025
Q1 		$806K Buy
5,765
+1,045
+22% +$170K 0.16% 81
2024
Q4 		$787K Buy
4,720
+148
+3% +$26.3K 0.16% 82
2024
Q3 		$779K Sell
4,572
-194
-4% -$28.1K 0.16% 77
2024
Q2 		$673K Buy
4,766
+2
+0% +$248 0.15% 87
2024
Q1 		$598K Buy
4,764
+220
+5% +$25.2K 0.14% 93
2023
Q4 		$479K Buy
4,544
+234
+5% +$25.5K 0.12% 98
2023
Q3 		$457K Sell
4,310
-115
-3% -$13.3K 0.13% 104
2023
Q2 		$527K Buy
4,425
+34
+0.8% +$3.52K 0.15% 91
2023
Q1 		$408K Buy
4,391
+162
+4% +$14.2K 0.12% 104
2022
Q4 		$346K Buy
4,229
+406
+11% +$30.9K 0.11% 113
2022
Q3 		$233K Buy
3,823
+302
+9% +$22.1K 0.08% 123
2022
Q2 		$246K Buy
3,521
+110
+3% +$8.05K 0.08% 123
2022
Q1 		$282K Buy
3,411
+645
+23% +$52.2K 0.09% 119
2021
Q4 		$241K Buy
+2,766
New +$260K 0.08% 121

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return