SWP Financial’s Oracle ORCL Stock Holding History

SWP 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	$248K	Buy	1,690 +53	+3%	+$9.61K	0.11%	70
2026 Q1	$241K	Hold	1,637	–	–	0.12%	65
2025 Q4	$319K	Hold	1,637	–	–	0.16%	57
2025 Q3	$460K	Hold	1,637	–	–	0.23%	46
2025 Q2	$358K	Hold	1,637	–	–	0.2%	52
2025 Q1	$229K	Hold	1,637	–	–	0.14%	60
2024 Q4	$273K	Sell	1,637 -427	-21%	-$75.9K	0.16%	58
2024 Q3	$352K	Hold	2,064	–	–	0.21%	36
2024 Q2	$291K	Hold	2,064	–	–	0.19%	39
2024 Q1	$259K	Sell	2,064 -19	-0.9%	-$2.17K	0.18%	40
2023 Q4	$220K	Buy	+2,083	New	+$227K	0.17%	43

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

SWP Financial's ORCL Position: Q2 2026 in Review

SWP Financial increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $9.61K and bringing the position to 1,690 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #70.

SWP Financial first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q3 2025. 1,647 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

SWP Financial held 1,690 shares of Oracle worth $248K as of Q2 2026.
SWP Financial bought 53 Oracle shares in Q2 2026, an estimated $9.61K.
Oracle made up 0.11% of SWP Financial's portfolio in Q2 2026, its #70 holding.
SWP Financial first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
SWP Financial's Oracle position peaked at $460K in Q3 2025.
1,647 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.