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Alexis Investment Partners’s Oracle ORCL Stock Holding History

Alexis Investment Partners’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
-6,415
Closed -$890K – 40
2026
Q1 		$890K Buy
6,415
+1,175
+22% +$191K 0.61% 32
2025
Q4 		$1.03M Buy
+5,240
New +$1.25M 0.38% 34
2025
Q3 		– Sell
-4,540
Closed -$954K – 100
2025
Q2 		$954K Buy
4,540
+1,249
+38% +$202K 0.41% 32
2025
Q1 		$464K Buy
+3,291
New +$536K 0.22% 38

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

Alexis Investment Partners's ORCL Position: Q2 2026 in Review

Alexis Investment Partners sold out of Oracle (ORCL) in Q2 2026, closing a stake of 6,415 shares — an estimated $890K sold.

Alexis Investment Partners first reported a position in ORCL in Q1 2025 and held it in 4 quarters. The position peaked at $1.03M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Alexis Investment Partners reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 6,415 Oracle shares in Q2 2026, an estimated $890K.
  • Alexis Investment Partners first reported a position in Oracle in Q1 2025 and held it in 4 quarters.
  • Alexis Investment Partners's Oracle position peaked at $1.03M in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.