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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

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

Sunburst Financial Group's ORCL Position: Q2 2026 in Review

Sunburst Financial Group increased its Oracle (ORCL) stake by 8.1% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,079 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #106.

Sunburst Financial Group first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $506K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sunburst Financial Group held 2,079 shares of Oracle worth $305K as of Q2 2026.
  • Sunburst Financial Group bought 155 Oracle shares in Q2 2026, an estimated $28.1K.
  • Oracle made up 0.05% of Sunburst Financial Group's portfolio in Q2 2026, its #106 holding.
  • Sunburst Financial Group first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
  • Sunburst Financial Group's Oracle position peaked at $506K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.