SFI Advisors’s Oracle ORCL Stock Holding History

SFI 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	$253K	Buy	+1,725	New	+$313K	0.22%	49

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SFI Advisors's ORCL Position: Q2 2026 in Review

SFI Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,725 shares worth $253K. The stake represents 0.22% of the portfolio and ranks #49 among its holdings.

2,009 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

SFI Advisors held 1,725 shares of Oracle worth $253K as of Q2 2026.
Oracle was a new SFI Advisors position in Q2 2026.
Oracle made up 0.22% of SFI Advisors's portfolio in Q2 2026, its #49 holding.
2,009 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.