UF
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Univest Financial’s Oracle ORCL Stock Holding History

Univest 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 		$971K Buy
6,625
+97
+1% +$17.6K 0.05% 160
2026
Q1 		$960K Sell
6,528
-174
-3% -$28.3K 0.05% 156
2025
Q4 		$1.31M Sell
6,702
-483
-7% -$115K 0.07% 139
2025
Q3 		$2.02M Sell
7,185
-194
-3% -$49.4K 0.11% 118
2025
Q2 		$1.61M Sell
7,379
-38
-0.5% -$6.14K 0.1% 124
2025
Q1 		$1.04M Buy
7,417
+3,418
+85% +$556K 0.07% 153
2024
Q4 		$666K Buy
3,999
+1
+0% +$178 0.04% 180
2024
Q3 		$681K Buy
+3,998
New +$579K 0.04% 177
2020
Q1 		– Sell
-66,083
Closed -$2.54M – 126
2019
Q4 		$2.54M Buy
+66,083
New +$3.64M 1.08% 52
2017
Q1 		– Sell
-66,083
Closed -$2.54M – 98
2016
Q4 		$2.54M Sell
66,083
-1,226
-2% -$48K 1.08% 52
2016
Q3 		$2.64M Buy
67,309
+55
+0.1% +$2.24K 1.2% 45
2016
Q2 		$2.75M Sell
67,254
-1,206
-2% -$48.2K 1.26% 44
2016
Q1 		$2.8M Sell
68,460
-9,105
-12% -$337K 1.27% 43
2015
Q4 		$2.83M Buy
77,565
+923
+1% +$35.2K 1.29% 36
2015
Q3 		$2.77M Sell
76,642
-1,766
-2% -$67.9K 1.35% 38
2015
Q2 		$3.16M Sell
78,408
-957
-1% -$41.5K 1.45% 31
2015
Q1 		$3.42M Sell
79,365
-3,728
-4% -$162K 1.54% 27
2014
Q4 		$3.74M Buy
83,093
+953
+1% +$38.8K 1.64% 25
2014
Q3 		$3.14M Sell
82,140
-10,406
-11% -$421K 1.47% 28
2014
Q2 		$3.75M Buy
92,546
+1,195
+1% +$49.2K 1.77% 15
2014
Q1 		$3.74M Buy
91,351
+5,494
+6% +$209K 1.86% 9
2013
Q4 		$3.29M Sell
85,857
-211
-0.2% -$7.25K 1.62% 21
2013
Q3 		$2.85M Sell
86,068
-1,982
-2% -$64.3K 1.52% 33
2013
Q2 		$2.7M Buy
+88,050
New +$2.92M 1.48% 37

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

Univest Financial's ORCL Position: Q2 2026 in Review

Univest Financial increased its Oracle (ORCL) stake by 1.5% in Q2 2026, buying an estimated $17.6K and bringing the position to 6,625 shares worth $971K. The position accounts for 0.05% of the portfolio, ranked #160.

Univest Financial first reported a position in ORCL in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.75M in Q2 2014. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Univest Financial held 6,625 shares of Oracle worth $971K as of Q2 2026.
  • Univest Financial bought 97 Oracle shares in Q2 2026, an estimated $17.6K.
  • Oracle made up 0.05% of Univest Financial's portfolio in Q2 2026, its #160 holding.
  • Univest Financial first reported a position in Oracle in Q2 2013 and has held it in 24 quarters since.
  • Univest Financial's Oracle position peaked at $3.75M in Q2 2014.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.