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Souders Financial Advisors’s Oracle ORCL Stock Holding History

Souders Financial 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 		$771K Buy
5,263
+929
+21% +$168K 0.08% 119
2026
Q1 		$638K Buy
4,334
+768
+22% +$125K 0.07% 124
2025
Q4 		$695K Buy
3,566
+247
+7% +$58.8K 0.08% 115
2025
Q3 		$934K Buy
3,319
+864
+35% +$220K 0.11% 90
2025
Q2 		$537K Buy
2,455
+575
+31% +$92.8K 0.07% 128
2025
Q1 		$263K Buy
1,880
+532
+39% +$86.6K 0.04% 159
2024
Q4 		$225K Buy
1,348
+100
+8% +$17.8K 0.03% 169
2024
Q3 		$213K Buy
+1,248
New +$181K 0.03% 168

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 $3.38T AUM 44.17% 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

Souders Financial Advisors's ORCL Position: Q2 2026 in Review

Souders Financial Advisors increased its Oracle (ORCL) stake by 21% in Q2 2026, buying an estimated $168K and bringing the position to 5,263 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #119.

Souders Financial Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $934K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Souders Financial Advisors held 5,263 shares of Oracle worth $771K as of Q2 2026.
  • Souders Financial Advisors bought 929 Oracle shares in Q2 2026, an estimated $168K.
  • Oracle made up 0.08% of Souders Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Souders Financial Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Souders Financial Advisors's Oracle position peaked at $934K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.