SAF
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Smith Anglin Financial’s Oracle ORCL Stock Holding History

Smith Anglin 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
2025
Q2 		$959K Buy
4,385
+658
+18% +$106K 0.09% 85
2025
Q1 		$521K Buy
3,727
+11
+0.3% +$1.79K 0.06% 119
2024
Q4 		$619K Hold
3,716
– – 0.06% 104
2024
Q3 		$633K Buy
3,716
+74
+2% +$10.7K 0.06% 102
2024
Q2 		$514K Sell
3,642
-185
-5% -$23K 0.05% 104
2024
Q1 		$481K Buy
3,827
+600
+19% +$68.7K 0.05% 112
2023
Q4 		$340K Buy
3,227
+11
+0.3% +$1.2K 0.04% 127
2023
Q3 		$341K Buy
3,216
+110
+4% +$12.7K 0.04% 124
2023
Q2 		$370K Buy
3,106
+211
+7% +$21.8K 0.04% 116
2023
Q1 		$269K Buy
2,895
+10
+0.3% +$877 0.04% 132
2022
Q4 		$236K Buy
+2,885
New +$219K 0.04% 125
2022
Q3 		– Sell
-2,980
Closed -$208K – 147
2022
Q2 		$208K Buy
2,980
+11
+0.4% +$805 0.06% 122
2022
Q1 		$246K Sell
2,969
-1,224
-29% -$99.1K 0.06% 112
2021
Q4 		$366K Buy
4,193
+9
+0.2% +$845 0.06% 109
2021
Q3 		$365K Sell
4,184
-418
-9% -$36.9K 0.07% 97
2021
Q2 		$358K Buy
4,602
+634
+16% +$49.6K 0.07% 105
2021
Q1 		$278K Buy
3,968
+15
+0.4% +$971 0.06% 113
2020
Q4 		$256K Buy
+3,953
New +$235K 0.05% 109

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smith Anglin Financial's ORCL Position: Q2 2025 in Review

Smith Anglin Financial increased its Oracle (ORCL) stake by 18% in Q2 2025, buying an estimated $106K and bringing the position to 4,385 shares worth $959K. The position accounts for 0.09% of the portfolio, ranked #85.

Smith Anglin Financial first reported a position in ORCL in Q4 2020 and has held it in 18 quarters since. 3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Smith Anglin Financial held 4,385 shares of Oracle worth $959K as of Q2 2025.
  • Smith Anglin Financial bought 658 Oracle shares in Q2 2025, an estimated $106K.
  • Oracle made up 0.09% of Smith Anglin Financial's portfolio in Q2 2025, its #85 holding.
  • Smith Anglin Financial first reported a position in Oracle in Q4 2020 and has held it in 18 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.