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Whelan Financial’s Oracle ORCL Stock Holding History

Whelan 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 		$412K Sell
2,814
-375
-12% -$68K 0.11% 65
2026
Q1 		$469K Buy
3,189
+222
+7% +$36.1K 0.15% 54
2025
Q4 		$578K Sell
2,967
-543
-15% -$129K 0.18% 44
2025
Q3 		$987K Buy
3,510
+1,238
+54% +$315K 0.31% 35
2025
Q2 		$497K Buy
2,272
+14
+0.6% +$2.26K 0.18% 43
2025
Q1 		$316K Buy
2,258
+397
+21% +$64.6K 0.12% 49
2024
Q4 		$310K Buy
1,861
+462
+33% +$82.1K 0.12% 40
2024
Q3 		$238K Buy
+1,399
New +$203K 0.1% 40

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

Whelan Financial's ORCL Position: Q2 2026 in Review

Whelan Financial reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $68K and leaving 2,814 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #65.

Whelan Financial first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $987K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Whelan Financial held 2,814 shares of Oracle worth $412K as of Q2 2026.
  • Whelan Financial sold 375 Oracle shares in Q2 2026, an estimated $68K.
  • Oracle made up 0.11% of Whelan Financial's portfolio in Q2 2026, its #65 holding.
  • Whelan Financial first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Whelan Financial's Oracle position peaked at $987K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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