USA Financial Formulas’s Oracle ORCL Stock Holding History

USA Financial Formulas’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	–	Sell	-3	Closed	-$441	–	499
2026 Q1	$441	Hold	3	–	–	﹤0.01%	403
2025 Q4	$585	Buy	+3	New	+$714	﹤0.01%	354
2024 Q1	–	Sell	-33	Closed	-$3.48K	–	396
2023 Q4	$3.48K	Sell	33 -2,233	-99%	-$244K	﹤0.01%	277
2023 Q3	$240K	Buy	+2,266	New	+$262K	0.36%	74
2021 Q4	–	Sell	-1,658	Closed	-$144K	–	467
2021 Q3	$144K	Buy	1,658 +974	+142%	+$86K	0.13%	133
2021 Q2	$53K	Sell	684 -554	-45%	-$43.4K	0.04%	216
2021 Q1	$87K	Sell	1,238 -176	-12%	-$11.4K	0.07%	174
2020 Q4	$91K	Buy	1,414 +1,373	+3,349%	+$81.7K	0.07%	148
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	221
2020 Q2	$2K	Buy	+41	New	+$2.17K	﹤0.01%	127
2017 Q4	–	Sell	-5,507	Closed	-$266K	–	317
2017 Q3	$266K	Sell	5,507 -739	-12%	-$36.8K	0.06%	234
2017 Q2	$313K	Sell	6,246 -486	-7%	-$22.1K	0.08%	207
2017 Q1	$300K	Buy	+6,732	New	+$280K	0.07%	190

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USA Financial Formulas's ORCL Position: Q2 2026 in Review

USA Financial Formulas sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3 shares — an estimated $441 sold.

USA Financial Formulas first reported a position in ORCL in Q1 2017 and held it in 13 quarters. The position peaked at $313K in Q2 2017. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

USA Financial Formulas reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 3 Oracle shares in Q2 2026, an estimated $441.
USA Financial Formulas first reported a position in Oracle in Q1 2017 and held it in 13 quarters.
USA Financial Formulas's Oracle position peaked at $313K in Q2 2017.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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