ZF
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Zhang Financial’s Oracle ORCL Stock Holding History

Zhang 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 		$1.09M Buy
7,434
+475
+7% +$86.1K 0.03% 190
2026
Q1 		$1.02M Buy
6,959
+1,183
+20% +$192K 0.04% 183
2025
Q4 		$1.13M Buy
5,776
+53
+0.9% +$12.6K 0.04% 168
2025
Q3 		$1.61M Sell
5,723
-296
-5% -$75.4K 0.07% 141
2025
Q2 		$1.32M Sell
6,019
-551
-8% -$89K 0.06% 147
2025
Q1 		$919K Buy
6,570
+45
+0.7% +$7.33K 0.05% 167
2024
Q4 		$1.09M Buy
6,525
+215
+3% +$38.2K 0.06% 145
2024
Q3 		$1.08M Sell
6,310
-71
-1% -$10.3K 0.07% 140
2024
Q2 		$901K Sell
6,381
-541
-8% -$67.2K 0.06% 145
2024
Q1 		$869K Sell
6,922
-2,970
-30% -$340K 0.06% 154
2023
Q4 		$1.04M Buy
9,892
+1,672
+20% +$182K 0.09% 127
2023
Q3 		$880K Buy
8,220
+801
+11% +$92.7K 0.09% 122
2023
Q2 		$874K Sell
7,419
-119
-2% -$12.3K 0.09% 124
2023
Q1 		$700K Sell
7,538
-119
-2% -$10.4K 0.08% 135
2022
Q4 		$626K Buy
+7,657
New +$582K 0.08% 131
2022
Q3 		– Sell
-3,231
Closed -$226K – 224
2022
Q2 		$226K Buy
+3,231
New +$237K 0.04% 195

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

Zhang Financial's ORCL Position: Q2 2026 in Review

Zhang Financial increased its Oracle (ORCL) stake by 6.8% in Q2 2026, buying an estimated $86.1K and bringing the position to 7,434 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #190.

Zhang Financial first reported a position in ORCL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Zhang Financial held 7,434 shares of Oracle worth $1.09M as of Q2 2026.
  • Zhang Financial bought 475 Oracle shares in Q2 2026, an estimated $86.1K.
  • Oracle made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #190 holding.
  • Zhang Financial first reported a position in Oracle in Q2 2022 and has held it in 16 quarters since.
  • Zhang Financial's Oracle position peaked at $1.61M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.