TFG
ORCL icon

Taylor Financial Group’s Oracle ORCL Stock Holding History

Taylor 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 		$2.85M Sell
19,445
-64
-0.3% -$11.6K 1.57% 15
2026
Q1 		$2.87M Buy
19,509
+61
+0.3% +$9.92K 1.74% 15
2025
Q4 		$3.79M Sell
19,448
-219
-1% -$52.1K 2.23% 8
2025
Q3 		$5.53M Sell
19,667
-2,180
-10% -$555K 3.18% 3
2025
Q2 		$4.78M Buy
21,847
+140
+0.6% +$22.6K 2.98% 4
2025
Q1 		$3.03M Buy
21,707
+91
+0.4% +$14.8K 2.11% 8
2024
Q4 		$3.6M Sell
21,616
-100
-0.5% -$17.8K 2.5% 6
2024
Q3 		$3.7M Sell
21,716
-178
-0.8% -$25.8K 2.56% 6
2024
Q2 		$3.09M Sell
21,894
-410
-2% -$50.9K 2.38% 7
2024
Q1 		$2.8M Sell
22,304
-695
-3% -$79.5K 2.13% 8
2023
Q4 		$2.42M Buy
+22,999
New +$2.51M 1.99% 9

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Taylor Financial Group reduced its Oracle (ORCL) stake by 0.33% in Q2 2026, selling an estimated $11.6K and leaving 19,445 shares worth $2.85M. The position accounts for 1.57% of the portfolio, ranked #15.

Taylor Financial Group first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Taylor Financial Group held 19,445 shares of Oracle worth $2.85M as of Q2 2026.
  • Taylor Financial Group sold 64 Oracle shares in Q2 2026, an estimated $11.6K.
  • Oracle made up 1.57% of Taylor Financial Group's portfolio in Q2 2026, its #15 holding.
  • Taylor Financial Group first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Taylor Financial Group's Oracle position peaked at $5.53M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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