1620 Investment Advisors’s Oracle ORCL Stock Holding History

1620 Investment Advisors’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	$414K	Sell	2,825 -9	-0.3%	-$1.63K	0.26%	106
2026 Q1	$417K	Buy	2,834 +167	+6%	+$27.1K	0.28%	101
2025 Q4	$520K	Buy	2,667 +11	+0.4%	+$2.62K	0.35%	85
2025 Q3	$747K	Sell	2,656 -589	-18%	-$150K	0.51%	59
2025 Q2	$710K	Buy	3,245 +74	+2%	+$11.9K	0.5%	55
2025 Q1	$443K	Buy	3,171 +123	+4%	+$20K	0.34%	96
2024 Q4	$508K	Buy	3,048 +1,419	+87%	+$252K	0.38%	81
2024 Q3	$278K	Sell	1,629 -514	-24%	-$74.5K	0.2%	137
2024 Q2	$303K	Buy	2,143 +2,068	+2,757%	+$257K	0.23%	124
2024 Q1	$213K	Buy	+75	New	+$8.58K	0.21%	131
2023 Q4	–	Sell	-1,991	Closed	-$211K	–	149
2023 Q3	$211K	Buy	1,991 +14	+0.7%	+$1.62K	0.24%	127
2023 Q2	$235K	Buy	+1,977	New	+$204K	0.26%	120

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

1620 Investment Advisors's ORCL Position: Q2 2026 in Review

1620 Investment Advisors reduced its Oracle (ORCL) stake by 0.32% in Q2 2026, selling an estimated $1.63K and leaving 2,825 shares worth $414K. The position accounts for 0.26% of the portfolio, ranked #106.

1620 Investment Advisors first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $747K in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

1620 Investment Advisors held 2,825 shares of Oracle worth $414K as of Q2 2026.
1620 Investment Advisors sold 9 Oracle shares in Q2 2026, an estimated $1.63K.
Oracle made up 0.26% of 1620 Investment Advisors's portfolio in Q2 2026, its #106 holding.
1620 Investment Advisors first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
1620 Investment Advisors's Oracle position peaked at $747K in Q3 2025.
1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.