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 Q2	$1.39M	Buy	9,221 +7,215	+360%	+$1.31M	0.66%	52
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sun Financial's ORCL Position: Q2 2026 in Review

Sun Financial increased its Oracle (ORCL) stake by 360% in Q2 2026, buying an estimated $1.31M and bringing the position to 9,221 shares worth $1.39M. The position accounts for 0.66% of the portfolio, ranked #52.

Sun Financial first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,535 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Sun Financial held 9,221 shares of Oracle worth $1.39M as of Q2 2026.
Sun Financial bought 7,215 Oracle shares in Q2 2026, an estimated $1.31M.
Oracle made up 0.66% of Sun Financial's portfolio in Q2 2026, its #52 holding.
Sun Financial first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
3,535 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.