SFS
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Sowell Financial Services’s Oracle ORCL Stock Holding History

Sowell Financial Services’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 		$2.51M Buy
17,115
+934
+6% +$169K 0.08% 257
2026
Q1 		$2.38M Buy
16,181
+1,620
+11% +$263K 0.09% 248
2025
Q4 		$2.84M Sell
14,561
-1,279
-8% -$305K 0.1% 202
2025
Q3 		$4.45M Sell
15,840
-1,864
-11% -$475K 0.17% 119
2025
Q2 		$3.87M Sell
17,704
-1,128
-6% -$182K 0.16% 134
2025
Q1 		$2.63M Sell
18,832
-6,946
-27% -$1.13M 0.12% 173
2024
Q4 		$4.3M Buy
25,778
+224
+0.9% +$39.8K 0.23% 107
2024
Q3 		$4.35M Buy
25,554
+6,323
+33% +$916K 0.2% 118
2024
Q2 		$2.71M Buy
19,231
+1,102
+6% +$137K 0.13% 171
2024
Q1 		$2.28M Buy
18,129
+2,657
+17% +$304K 0.11% 204
2023
Q4 		$1.63M Sell
15,472
-1,554
-9% -$170K 0.09% 249
2023
Q3 		$1.8M Buy
17,026
+2,112
+14% +$244K 0.11% 203
2023
Q2 		$1.78M Buy
14,914
+4,336
+41% +$448K 0.1% 234
2023
Q1 		$983K Sell
10,578
-4,607
-30% -$404K 0.08% 296
2022
Q4 		$1.24M Buy
15,185
+993
+7% +$75.5K 0.08% 278
2022
Q3 		$867K Buy
14,192
+1,829
+15% +$134K 0.09% 253
2022
Q2 		$864K Buy
+12,363
New +$905K 0.08% 177
2022
Q1 		– Sell
-10,942
Closed -$954K – 400
2021
Q4 		$954K Buy
10,942
+242
+2% +$22.7K 0.05% 338
2021
Q3 		$932K Buy
+10,700
New +$945K 0.06% 305
2021
Q2 		– Sell
-9,138
Closed -$729K – 2038
2021
Q1 		$729K Sell
9,138
-2,446
-21% -$158K 0.03% 510
2020
Q4 		$749K Sell
11,584
-100
-0.9% -$5.95K 0.03% 402
2020
Q3 		$698K Sell
11,684
-28,560
-71% -$1.62M 0.03% 382
2020
Q2 		$2.22M Buy
40,244
+29,802
+285% +$1.58M 0.12% 158
2020
Q1 		$505K Buy
10,442
+622
+6% +$32.1K 0.04% 397
2019
Q4 		$520K Sell
9,820
-3,398
-26% -$187K 0.04% 441
2019
Q3 		$727K Buy
+13,218
New +$730K 0.06% 314
2019
Q1 		$586K Buy
10,914
+242
+2% +$12.3K 0.07% 288
2018
Q4 		$482K Buy
10,672
+1,495
+16% +$71.6K 0.07% 280
2018
Q3 		$473K Sell
9,177
-554
-6% -$26.9K 0.07% 204
2018
Q2 		$467K Buy
9,731
+500
+5% +$23K 0.1% 178
2018
Q1 		$420K Sell
9,231
-130
-1% -$6.46K 0.11% 171
2017
Q4 		$470K Buy
9,361
+475
+5% +$23.3K 0.11% 165
2017
Q3 		$450K Buy
8,886
+209
+2% +$10.4K 0.12% 153
2017
Q2 		$426K Buy
8,677
+501
+6% +$22.8K 0.12% 153
2017
Q1 		$367K Buy
8,176
+1,593
+24% +$66.3K 0.11% 166
2016
Q4 		$273K Buy
+6,583
New +$257K 0.09% 161

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

Sowell Financial Services's ORCL Position: Q2 2026 in Review

Sowell Financial Services increased its Oracle (ORCL) stake by 5.8% in Q2 2026, buying an estimated $169K and bringing the position to 17,115 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #257.

Sowell Financial Services first reported a position in ORCL in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.45M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sowell Financial Services held 17,115 shares of Oracle worth $2.51M as of Q2 2026.
  • Sowell Financial Services bought 934 Oracle shares in Q2 2026, an estimated $169K.
  • Oracle made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #257 holding.
  • Sowell Financial Services first reported a position in Oracle in Q4 2016 and has held it in 36 quarters since.
  • Sowell Financial Services's Oracle position peaked at $4.45M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.