Teamwork Financial Advisors’s Oracle ORCL Stock Holding History

Teamwork Financial Advisors’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	$10.4M	Buy	70,863 +54,384	+330%	+$9.86M	0.94%	48
2026 Q1	$2.42M	Sell	16,479 -1,379	-8%	-$224K	0.26%	77
2025 Q4	$3.48M	Sell	17,858 -41,286	-70%	-$9.83M	0.35%	61
2025 Q3	$16.6M	Buy	59,144 +30,684	+108%	+$7.81M	1.71%	16
2025 Q2	$6.22M	Sell	28,460 -2,374	-8%	-$383K	0.72%	31
2025 Q1	$4.31M	Sell	30,834 -60,365	-66%	-$9.83M	0.57%	34
2024 Q4	$15.2M	Sell	91,199 -12,044	-12%	-$2.14M	1.97%	20
2024 Q3	$17.6M	Sell	103,243 -8,203	-7%	-$1.19M	2.44%	12
2024 Q2	$15.7M	Buy	111,446 +30,818	+38%	+$3.83M	2.33%	12
2024 Q1	$10.1M	Buy	80,628 +35,813	+80%	+$4.1M	1.56%	24
2023 Q4	$4.72M	Buy	+44,815	New	+$4.89M	0.81%	31
2022 Q1	–	Sell	-4,422	Closed	-$386K	–	311
2021 Q4	$386K	Buy	+4,422	New	+$415K	0.07%	212

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

Teamwork Financial Advisors's ORCL Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Oracle (ORCL) stake by 330% in Q2 2026, buying an estimated $9.86M and bringing the position to 70,863 shares worth $10.4M. The position accounts for 0.94% of the portfolio, ranked #48.

Teamwork Financial Advisors first reported a position in ORCL in Q4 2021 and has held it in 12 quarters since. The position peaked at $17.6M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Teamwork Financial Advisors held 70,863 shares of Oracle worth $10.4M as of Q2 2026.
Teamwork Financial Advisors bought 54,384 Oracle shares in Q2 2026, an estimated $9.86M.
Oracle made up 0.94% of Teamwork Financial Advisors's portfolio in Q2 2026, its #48 holding.
Teamwork Financial Advisors first reported a position in Oracle in Q4 2021 and has held it in 12 quarters since.
Teamwork Financial Advisors's Oracle position peaked at $17.6M in Q3 2024.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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