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SS&H Financial Advisors’s Oracle ORCL Stock Holding History

SS&H Financial Advisors’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 		$7.71M Buy
+52,590
New +$9.53M 1.97% 14
2025
Q4 		$9.29M Buy
47,650
+4,560
+11% +$1.09M 2.71% 7
2025
Q3 		$12.1M Buy
43,090
+1,350
+3% +$344K 3.68% 5
2025
Q2 		$9.13M Sell
41,740
-667
-2% -$108K 3.05% 7
2025
Q1 		$5.93M Sell
42,407
-467
-1% -$76K 2.21% 10
2024
Q4 		$7.14M Sell
42,874
-50
-0.1% -$8.88K 2.6% 8
2024
Q3 		$7.31M Hold
42,924
– – 2.66% 8
2024
Q2 		$6.06M Hold
42,924
– – 2.37% 8
2024
Q1 		$5.39M Buy
42,924
+1,000
+2% +$114K 2.25% 8
2023
Q4 		$4.42M Buy
41,924
+1,615
+4% +$176K 1.87% 13
2023
Q3 		$4.27M Buy
+40,309
New +$4.67M 2% 13
2023
Q1 		$3.97M Buy
42,734
+2,666
+7% +$234K 1.82% 13
2022
Q4 		$3.28M Sell
40,068
-7,000
-15% -$532K 1.56% 18
2022
Q3 		$2.87M Sell
47,068
-1,000
-2% -$73.2K 1.49% 20
2022
Q2 		$3.36M Sell
48,068
-2,050
-4% -$150K 1.55% 18
2022
Q1 		$4.15M Buy
+50,118
New +$4.06M 1.62% 17

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

SS&H Financial Advisors's ORCL Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Oracle (ORCL) in Q2 2026: 52,590 shares worth $7.71M. The stake represents 1.97% of the portfolio and ranks #14 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in ORCL as recently as Q4 2025.

SS&H Financial Advisors first reported a position in ORCL in Q1 2022 and has held it in 16 quarters since. The position peaked at $12.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SS&H Financial Advisors held 52,590 shares of Oracle worth $7.71M as of Q2 2026.
  • Oracle was a new SS&H Financial Advisors position in Q2 2026.
  • Oracle made up 1.97% of SS&H Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • SS&H Financial Advisors first reported a position in Oracle in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's Oracle position peaked at $12.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.