Sun Financial’s Oracle ORCL Stock Holding History

Sun Financial’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 Q1	$392K	Sell	2,006 -78	-4%	-$12.7K	0.2%	101
2025 Q4	$406K	Buy	+2,084	New	+$496K	0.23%	99

Other funds holding ORCL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Financial's ORCL Position: Q1 2026 in Review

Sun Financial reduced its Oracle (ORCL) stake by 3.7% in Q1 2026, selling an estimated $12.7K and leaving 2,006 shares worth $392K. The position accounts for 0.2% of the portfolio, ranked #101.

Sun Financial first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $406K in Q4 2025. 3,486 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Sun Financial held 2,006 shares of Oracle worth $392K as of Q1 2026.
Sun Financial sold 78 Oracle shares in Q1 2026, an estimated $12.7K.
Oracle made up 0.2% of Sun Financial's portfolio in Q1 2026, its #101 holding.
Sun Financial first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
Sun Financial's Oracle position peaked at $406K in Q4 2025.
3,486 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.