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Shum Financial Group’s Oracle ORCL Stock Holding History

Shum Financial Group’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 		$766K Sell
5,225
-261
-5% -$47.3K 0.46% 52
2026
Q1 		$807K Hold
5,486
– – 0.57% 50
2025
Q4 		$1.07M Buy
5,486
+55
+1% +$13.1K 0.77% 37
2025
Q3 		$1.53M Buy
+5,431
New +$1.38M 1.14% 25
2025
Q1 		$796K Hold
5,691
– – 0.69% 48
2024
Q4 		$948K Hold
5,691
– – 0.82% 40
2024
Q3 		$978K Buy
+5,691
New +$824K 0.82% 41

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Shum Financial Group's ORCL Position: Q2 2026 in Review

Shum Financial Group reduced its Oracle (ORCL) stake by 4.8% in Q2 2026, selling an estimated $47.3K and leaving 5,225 shares worth $766K. The position accounts for 0.46% of the portfolio, ranked #52.

Shum Financial Group first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Shum Financial Group held 5,225 shares of Oracle worth $766K as of Q2 2026.
  • Shum Financial Group sold 261 Oracle shares in Q2 2026, an estimated $47.3K.
  • Oracle made up 0.46% of Shum Financial Group's portfolio in Q2 2026, its #52 holding.
  • Shum Financial Group first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Oracle position peaked at $1.53M in Q3 2025.
  • 2,148 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.