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Vest Financial’s Oracle ORCL Stock Holding History

Vest 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 		$33.2M Buy
226,669
+21,705
+11% +$3.93M 0.35% 120
2026
Q1 		$30.2M Buy
204,964
+110,153
+116% +$17.9M 0.36% 116
2025
Q4 		$18.5M Buy
94,811
+19,546
+26% +$4.65M 0.23% 130
2025
Q3 		$21.2M Buy
75,265
+12,655
+20% +$3.22M 0.28% 121
2025
Q2 		$13.7M Buy
62,610
+15,043
+32% +$2.43M 0.19% 127
2025
Q1 		$6.65M Buy
47,567
+18,824
+65% +$3.06M 0.1% 143
2024
Q4 		$4.79M Buy
28,743
+2,514
+10% +$447K 0.08% 118
2024
Q3 		$4.47M Buy
26,229
+14,675
+127% +$2.13M 0.09% 116
2024
Q2 		$1.63M Buy
11,554
+1,421
+14% +$176K 0.04% 121
2024
Q1 		$1.27M Buy
10,133
+7,400
+271% +$847K 0.03% 123
2023
Q4 		$288K Buy
+2,733
New +$298K 0.01% 120

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

Vest Financial's ORCL Position: Q2 2026 in Review

Vest Financial increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $3.93M and bringing the position to 226,669 shares worth $33.2M. The position accounts for 0.35% of the portfolio, ranked #120.

Vest Financial first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Vest Financial held 226,669 shares of Oracle worth $33.2M as of Q2 2026.
  • Vest Financial bought 21,705 Oracle shares in Q2 2026, an estimated $3.93M.
  • Oracle made up 0.35% of Vest Financial's portfolio in Q2 2026, its #120 holding.
  • Vest Financial first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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