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Stonebridge Financial Planning Group’s Oracle ORCL Stock Holding History

Stonebridge Financial Planning 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 		$566K Sell
3,862
-99
-2% -$17.9K 0.18% 122
2026
Q1 		$583K Buy
3,961
+1
+0% +$163 0.21% 114
2025
Q4 		$772K Buy
3,960
+1
+0% +$238 0.28% 100
2025
Q3 		$1.11M Buy
3,959
+90
+2% +$22.9K 0.42% 72
2025
Q2 		$846K Sell
3,869
-1,107
-22% -$179K 0.35% 84
2025
Q1 		$696K Sell
4,976
-104
-2% -$16.9K 0.32% 88
2024
Q4 		$847K Sell
5,080
-243
-5% -$43.2K 0.38% 74
2024
Q3 		$907K Hold
5,323
– – 0.43% 65
2024
Q2 		$752K Buy
5,323
+323
+6% +$40.1K 0.38% 75
2024
Q1 		$628K Hold
5,000
– – 0.33% 83
2023
Q4 		$527K Hold
5,000
– – 0.3% 85
2023
Q3 		$530K Hold
5,000
– – 0.34% 74
2023
Q2 		$595K Hold
5,000
– – 0.36% 70
2023
Q1 		$465K Buy
5,000
+485
+11% +$42.5K 0.3% 86
2022
Q4 		$369K Hold
4,515
– – 0.25% 94
2022
Q3 		$276K Hold
4,515
– – 0.19% 99
2022
Q2 		$315K Hold
4,515
– – 0.21% 94
2022
Q1 		$374K Hold
4,515
– – 0.21% 83
2021
Q4 		$363K Sell
4,515
-200
-4% -$18.8K 0.19% 89
2021
Q3 		$453K Buy
4,715
+1,805
+62% +$159K 0.22% 77
2021
Q2 		$253K Buy
2,910
+2,310
+385% +$181K 0.13% 107
2021
Q1 		$46K Hold
600
– – 0.03% 220
2020
Q4 		$39K Hold
600
– – 0.02% 220
2020
Q3 		$36K Hold
600
– – 0.03% 214
2020
Q2 		$34K Sell
600
-350
-37% -$18.5K 0.03% 209
2020
Q1 		$50K Buy
950
+500
+111% +$25.8K 0.05% 170
2019
Q4 		$24K Buy
+450
New +$24.8K 0.02% 231

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

Stonebridge Financial Planning Group's ORCL Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Oracle (ORCL) stake by 2.5% in Q2 2026, selling an estimated $17.9K and leaving 3,862 shares worth $566K. The position accounts for 0.18% of the portfolio, ranked #122.

Stonebridge Financial Planning Group first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,862 shares of Oracle worth $566K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 99 Oracle shares in Q2 2026, an estimated $17.9K.
  • Oracle made up 0.18% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #122 holding.
  • Stonebridge Financial Planning Group first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Oracle position peaked at $1.11M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.