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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

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 $3.37T AUM 44.26% 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

Security Financial Services's ORCL Position: Q2 2026 in Review

Security Financial Services reduced its Oracle (ORCL) stake by 5.3% in Q2 2026, selling an estimated $41.9K and leaving 4,113 shares worth $603K. The position accounts for 0.08% of the portfolio, ranked #121.

Security Financial Services first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Security Financial Services held 4,113 shares of Oracle worth $603K as of Q2 2026.
  • Security Financial Services sold 231 Oracle shares in Q2 2026, an estimated $41.9K.
  • Oracle made up 0.08% of Security Financial Services's portfolio in Q2 2026, its #121 holding.
  • Security Financial Services first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's Oracle position peaked at $1.46M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.