SFG
ORCL icon

Sunburst Financial Group’s Oracle ORCL Stock Holding History

Sunburst Financial 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 		$305K Buy
2,079
+155
+8% +$28.1K 0.05% 106
2026
Q1 		$283K Buy
1,924
+126
+7% +$20.5K 0.05% 104
2025
Q4 		$350K Hold
1,798
– – 0.07% 88
2025
Q3 		$506K Hold
1,798
– – 0.11% 70
2025
Q2 		$393K Hold
1,798
– – 0.09% 81
2025
Q1 		$251K Hold
1,798
– – 0.06% 99
2024
Q4 		$300K Hold
1,798
– – 0.07% 83
2024
Q3 		$306K Hold
1,798
– – 0.08% 91
2024
Q2 		$254K Buy
1,798
+12
+0.7% +$1.49K 0.07% 95
2024
Q1 		$224K Buy
+1,786
New +$204K 0.06% 98
2023
Q3 		– Sell
-2,028
Closed -$241K – 90
2023
Q2 		$241K Buy
+2,028
New +$210K 0.08% 83

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return