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Sovereign Financial Group’s Oracle ORCL Stock Holding History

Sovereign 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 		$849K Buy
5,792
+797
+16% +$144K 0.13% 151
2026
Q1 		$735K Buy
4,995
+1,442
+41% +$234K 0.13% 154
2025
Q4 		$693K Buy
3,553
+176
+5% +$41.9K 0.12% 151
2025
Q3 		$950K Sell
3,377
-134
-4% -$34.1K 0.18% 109
2025
Q2 		$768K Sell
3,511
-62
-2% -$10K 0.16% 121
2025
Q1 		$500K Sell
3,573
-58
-2% -$9.44K 0.12% 159
2024
Q4 		$605K Sell
3,631
-22
-0.6% -$3.91K 0.14% 135
2024
Q3 		$622K Sell
3,653
-14
-0.4% -$2.03K 0.15% 131
2024
Q2 		$518K Buy
3,667
+10
+0.3% +$1.24K 0.13% 144
2024
Q1 		$459K Buy
3,657
+413
+13% +$47.3K 0.12% 163
2023
Q4 		$342K Buy
3,244
+90
+3% +$9.82K 0.1% 175
2023
Q3 		$334K Sell
3,154
-2,144
-40% -$248K 0.12% 164
2023
Q2 		$631K Buy
5,298
+2,208
+71% +$228K 0.21% 117
2023
Q1 		$287K Buy
3,090
+12
+0.4% +$1.05K 0.11% 180
2022
Q4 		$252K Buy
+3,078
New +$234K 0.1% 186

Other funds holding ORCL

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Sovereign Financial Group increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $144K and bringing the position to 5,792 shares worth $849K. The position accounts for 0.13% of the portfolio, ranked #151.

Sovereign Financial Group first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $950K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sovereign Financial Group held 5,792 shares of Oracle worth $849K as of Q2 2026.
  • Sovereign Financial Group bought 797 Oracle shares in Q2 2026, an estimated $144K.
  • Oracle made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #151 holding.
  • Sovereign Financial Group first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Sovereign Financial Group's Oracle position peaked at $950K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.