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Spectrum Financial Alliance’s Oracle ORCL Stock Holding History

Spectrum Financial Alliance’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 		$217K Sell
1,478
-500
-25% -$90.6K 0.03% 29
2026
Q1 		$291K Hold
1,978
– – 0.06% 23
2025
Q4 		$386K Sell
1,978
-900
-31% -$214K 0.08% 18
2025
Q3 		$809K Hold
2,878
– – 0.2% 14
2025
Q2 		$727K Buy
+2,878
New +$465K 0.2% 13

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 $3.37T AUM 44.26% 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

Spectrum Financial Alliance's ORCL Position: Q2 2026 in Review

Spectrum Financial Alliance reduced its Oracle (ORCL) stake by 25% in Q2 2026, selling an estimated $90.6K and leaving 1,478 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #29.

Spectrum Financial Alliance first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $809K in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Spectrum Financial Alliance held 1,478 shares of Oracle worth $217K as of Q2 2026.
  • Spectrum Financial Alliance sold 500 Oracle shares in Q2 2026, an estimated $90.6K.
  • Oracle made up 0.03% of Spectrum Financial Alliance's portfolio in Q2 2026, its #29 holding.
  • Spectrum Financial Alliance first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Financial Alliance's Oracle position peaked at $809K in Q3 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.