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Southland Equity Partners’s Oracle ORCL Stock Holding History

Southland Equity Partners’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 		$389K Buy
2,655
+236
+10% +$42.8K 0.07% 205
2026
Q1 		$356K Buy
2,419
+274
+13% +$44.5K 0.07% 188
2025
Q4 		$418K Buy
2,145
+33
+2% +$7.86K 0.08% 163
2025
Q3 		$594K Buy
2,112
+346
+20% +$88.1K 0.12% 122
2025
Q2 		$386K Buy
1,766
+123
+7% +$19.9K 0.08% 150
2025
Q1 		$230K Buy
1,643
+184
+13% +$30K 0.05% 205
2024
Q4 		$243K Buy
1,459
+37
+3% +$6.57K 0.06% 194
2024
Q3 		$242K Buy
+1,422
New +$206K 0.06% 197
2024
Q2 		– Sell
-3,955
Closed -$497K – 216
2024
Q1 		$497K Buy
3,955
+801
+25% +$91.7K 0.14% 103
2023
Q4 		$333K Hold
3,154
– – 0.1% 134
2023
Q3 		$334K Sell
3,154
-66
-2% -$7.64K 0.11% 121
2023
Q2 		$383K Buy
3,220
+23
+0.7% +$2.38K 0.13% 106
2023
Q1 		$297K Hold
3,197
– – 0.12% 131
2022
Q4 		$261K Buy
+3,197
New +$243K 0.1% 143
2022
Q3 		– Sell
-3,232
Closed -$226K – 168
2022
Q2 		$226K Hold
3,232
– – 0.1% 146
2022
Q1 		$267K Sell
3,232
-1,205
-27% -$97.6K 0.11% 139
2021
Q4 		$387K Hold
4,437
– – 0.16% 97
2021
Q3 		$387K Hold
4,437
– – 0.18% 90
2021
Q2 		$345K Sell
4,437
-12
-0.3% -$939 0.16% 97
2021
Q1 		$312K Sell
4,449
-11
-0.2% -$712 0.18% 98
2020
Q4 		$289K Buy
+4,460
New +$266K 0.19% 90

Other funds holding ORCL

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Southland Equity Partners's ORCL Position: Q2 2026 in Review

Southland Equity Partners increased its Oracle (ORCL) stake by 9.8% in Q2 2026, buying an estimated $42.8K and bringing the position to 2,655 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #205.

Southland Equity Partners first reported a position in ORCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $594K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Southland Equity Partners held 2,655 shares of Oracle worth $389K as of Q2 2026.
  • Southland Equity Partners bought 236 Oracle shares in Q2 2026, an estimated $42.8K.
  • Oracle made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #205 holding.
  • Southland Equity Partners first reported a position in Oracle in Q4 2020 and has held it in 21 quarters since.
  • Southland Equity Partners's Oracle position peaked at $594K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.