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Symphony Financial’s Oracle ORCL Stock Holding History

Symphony 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 		$3.71M Buy
25,170
+1,335
+6% +$242K 0.41% 57
2026
Q1 		$3.44M Buy
23,835
+3,084
+15% +$501K 0.46% 56
2025
Q4 		$4.07M Sell
20,751
-6,010
-22% -$1.43M 0.55% 50
2025
Q3 		$7.65M Sell
26,761
-3,631
-12% -$925K 0.93% 34
2025
Q2 		$6.51M Buy
30,392
+16,484
+119% +$2.66M 0.85% 33
2025
Q1 		$1.72M Sell
13,908
-12,131
-47% -$1.98M 1.02% 25
2024
Q4 		$4.68M Buy
26,039
+5,075
+24% +$902K 0.74% 39
2024
Q3 		$3.53M Buy
20,964
+4,789
+30% +$694K 0.58% 45
2024
Q2 		$2.29M Buy
16,175
+85
+0.5% +$10.6K 0.42% 56
2024
Q1 		$2.02M Buy
16,090
+8,404
+109% +$962K 0.47% 55
2023
Q4 		$818K Buy
7,686
+1,561
+25% +$170K 0.18% 100
2023
Q3 		$652K Sell
6,125
-198
-3% -$22.9K 0.16% 99
2023
Q2 		$743K Sell
6,323
-1,102
-15% -$114K 0.18% 102
2023
Q1 		$673K Buy
7,425
+447
+6% +$39.2K 0.17% 104
2022
Q4 		$592K Sell
6,978
-2,612
-27% -$199K 0.16% 118
2022
Q3 		$589K Sell
9,590
-464
-5% -$34K 0.19% 115
2022
Q2 		$696K Sell
10,054
-512
-5% -$37.5K 0.21% 97
2022
Q1 		$853K Buy
10,566
+2,280
+28% +$185K 0.2% 95
2021
Q4 		$729K Buy
8,286
+4,292
+107% +$403K 0.2% 90
2021
Q3 		$364K Buy
+3,994
New +$353K 0.13% 117

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 $3.38T AUM 44.17% 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

Symphony Financial's ORCL Position: Q2 2026 in Review

Symphony Financial increased its Oracle (ORCL) stake by 5.6% in Q2 2026, buying an estimated $242K and bringing the position to 25,170 shares worth $3.71M. The position accounts for 0.41% of the portfolio, ranked #57.

Symphony Financial first reported a position in ORCL in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.65M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Symphony Financial held 25,170 shares of Oracle worth $3.71M as of Q2 2026.
  • Symphony Financial bought 1,335 Oracle shares in Q2 2026, an estimated $242K.
  • Oracle made up 0.41% of Symphony Financial's portfolio in Q2 2026, its #57 holding.
  • Symphony Financial first reported a position in Oracle in Q3 2021 and has held it in 20 quarters since.
  • Symphony Financial's Oracle position peaked at $7.65M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.