Spirit of America Management Corp’s Oracle ORCL Stock Holding History

Spirit of America Management Corp’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	$4.58M	Buy	31,225 +200	+0.6%	+$36.2K	0.86%	29
2026 Q1	$4.56M	Buy	31,025 +550	+2%	+$89.4K	0.9%	28
2025 Q4	$5.94M	Buy	30,475 +1,100	+4%	+$262K	1.26%	19
2025 Q3	$8.26M	Buy	29,375 +950	+3%	+$242K	1.66%	6
2025 Q2	$6.21M	Buy	28,425 +450	+2%	+$72.7K	1.3%	20
2025 Q1	$3.91M	Buy	27,975 +1,100	+4%	+$179K	0.79%	31
2024 Q4	$4.48M	Hold	26,875	–	–	0.91%	29
2024 Q3	$4.58M	Hold	26,875	–	–	0.91%	30
2024 Q2	$3.79M	Hold	26,875	–	–	0.77%	32
2024 Q1	$3.38M	Hold	26,875	–	–	0.68%	33
2023 Q4	$2.83M	Hold	26,875	–	–	0.62%	37
2023 Q3	$2.85M	Hold	26,875	–	–	0.64%	37
2023 Q2	$3.2M	Buy	26,875 +300	+1%	+$31K	0.72%	33
2023 Q1	$2.47M	Hold	26,575	–	–	0.55%	47
2022 Q4	$2.17M	Sell	26,575 -1,300	-5%	-$98.8K	0.49%	53
2022 Q3	$1.7M	Sell	27,875 -500	-2%	-$36.6K	0.4%	70
2022 Q2	$1.98M	Sell	28,375 -3,100	-10%	-$227K	0.45%	64
2022 Q1	$2.6M	Sell	31,475 -1,500	-5%	-$121K	0.51%	59
2021 Q4	$2.88M	Sell	32,975 -400	-1%	-$37.6K	0.58%	54
2021 Q3	$2.91M	Hold	33,375	–	–	0.63%	45
2021 Q2	$2.6M	Sell	33,375 -1,000	-3%	-$78.3K	0.56%	52
2021 Q1	$2.41M	Hold	34,375	–	–	0.57%	53
2020 Q4	$2.22M	Hold	34,375	–	–	0.56%	55
2020 Q3	$2.05M	Buy	34,375 +500	+1%	+$28.4K	0.56%	55
2020 Q2	$1.87M	Hold	33,875	–	–	0.48%	54
2020 Q1	$1.64M	Buy	33,875 +500	+1%	+$25.8K	0.53%	49
2019 Q4	$1.77M	Buy	33,375 +900	+3%	+$49.5K	0.31%	75
2019 Q3	$1.79M	Buy	32,475 +400	+1%	+$22.1K	0.29%	78
2019 Q2	$1.83M	Hold	32,075	–	–	0.27%	79
2019 Q1	$1.72M	Hold	32,075	–	–	0.25%	83
2018 Q4	$1.45M	Buy	32,075 +2,775	+9%	+$133K	0.23%	91
2018 Q3	$1.51M	Hold	29,300	–	–	0.19%	102
2018 Q2	$1.29M	Buy	29,300 +1,000	+4%	+$46.1K	0.16%	118
2018 Q1	$1.29M	Buy	28,300 +3,500	+14%	+$174K	0.17%	114
2017 Q4	$1.17M	Hold	24,800	–	–	0.13%	125
2017 Q3	$1.2M	Hold	24,800	–	–	0.13%	122
2017 Q2	$1.24M	Hold	24,800	–	–	0.13%	117
2017 Q1	$1.11M	Hold	24,800	–	–	0.12%	119
2016 Q4	$954K	Hold	24,800	–	–	0.11%	132
2016 Q3	$974K	Hold	24,800	–	–	0.13%	132
2016 Q2	$1.01M	Hold	24,800	–	–	0.15%	113
2016 Q1	$1.01M	Hold	24,800	–	–	0.18%	108
2015 Q4	$906K	Hold	24,800	–	–	0.17%	115
2015 Q3	$896K	Hold	24,800	–	–	0.19%	108
2015 Q2	$999K	Hold	24,800	–	–	0.19%	110
2015 Q1	$1.07M	Sell	24,800 -6,000	-19%	-$260K	0.23%	104
2014 Q4	$1.39M	Hold	30,800	–	–	0.35%	77
2014 Q3	$1.18M	Hold	30,800	–	–	0.36%	79
2014 Q2	$1.25M	Hold	30,800	–	–	0.5%	63
2014 Q1	$1.26M	Buy	+30,800	New	+$1.17M	0.52%	58
2013 Q4	–	Sell	-30,800	Closed	-$1.02M	–	158
2013 Q3	$1.02M	Hold	30,800	–	–	0.38%	84
2013 Q2	$946K	Buy	+30,800	New	+$1.02M	0.34%	92

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's ORCL Position: Q2 2026 in Review

Spirit of America Management Corp increased its Oracle (ORCL) stake by 0.64% in Q2 2026, buying an estimated $36.2K and bringing the position to 31,225 shares worth $4.58M. The position accounts for 0.86% of the portfolio, ranked #29.

Spirit of America Management Corp first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.26M in Q3 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Spirit of America Management Corp held 31,225 shares of Oracle worth $4.58M as of Q2 2026.
Spirit of America Management Corp bought 200 Oracle shares in Q2 2026, an estimated $36.2K.
Oracle made up 0.86% of Spirit of America Management Corp's portfolio in Q2 2026, its #29 holding.
Spirit of America Management Corp first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Oracle position peaked at $8.26M in Q3 2025.
2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.