Alhambra Investment Management’s Oracle ORCL Stock Holding History

Alhambra Investment Management’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	$761K	Buy	5,193 +11	+0.2%	+$1.99K	0.33%	68
2026 Q1	$762K	Buy	5,182 +131	+3%	+$21.3K	0.35%	68
2025 Q4	$984K	Sell	5,051 -225	-4%	-$53.6K	0.46%	56
2025 Q3	$1.48M	Sell	5,276 -128	-2%	-$32.6K	0.7%	38
2025 Q2	$1.18M	Buy	5,404 +33	+0.6%	+$5.33K	0.59%	41
2025 Q1	$751K	Sell	5,371 -13	-0.2%	-$2.12K	0.39%	61
2024 Q4	$897K	Buy	5,384 +84	+2%	+$14.9K	0.46%	51
2024 Q3	$903K	Hold	5,300	–	–	0.47%	50
2024 Q2	$748K	Hold	5,300	–	–	0.41%	56
2024 Q1	$666K	Sell	5,300 -166	-3%	-$19K	0.36%	75
2023 Q4	$576K	Buy	5,466 +166	+3%	+$18.1K	0.34%	81
2023 Q3	$561K	Sell	5,300 -200	-4%	-$23.1K	0.37%	74
2023 Q2	$655K	Hold	5,500	–	–	0.43%	66
2023 Q1	$511K	Hold	5,500	–	–	0.35%	78
2022 Q4	$450K	Hold	5,500	–	–	0.33%	88
2022 Q3	$336K	Hold	5,500	–	–	0.26%	106
2022 Q2	$384K	Hold	5,500	–	–	0.28%	103
2022 Q1	$455K	Hold	5,500	–	–	0.3%	95
2021 Q4	$480K	Sell	5,500 -700	-11%	-$65.7K	0.34%	91
2021 Q3	$540K	Hold	6,200	–	–	0.41%	81
2021 Q2	$483K	Hold	6,200	–	–	0.36%	85
2021 Q1	$435K	Buy	6,200 +300	+5%	+$19.4K	0.35%	92
2020 Q4	$382K	Hold	5,900	–	–	0.41%	84
2020 Q3	$352K	Hold	5,900	–	–	0.42%	81
2020 Q2	$326K	Hold	5,900	–	–	0.43%	72
2020 Q1	$285K	Hold	5,900	–	–	0.47%	60
2019 Q4	$313K	Buy	+5,900	New	+$325K	0.36%	84

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Alhambra Investment Management's ORCL Position: Q2 2026 in Review

Alhambra Investment Management increased its Oracle (ORCL) stake by 0.21% in Q2 2026, buying an estimated $1.99K and bringing the position to 5,193 shares worth $761K. The position accounts for 0.33% of the portfolio, ranked #68.

Alhambra Investment Management first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alhambra Investment Management held 5,193 shares of Oracle worth $761K as of Q2 2026.
Alhambra Investment Management bought 11 Oracle shares in Q2 2026, an estimated $1.99K.
Oracle made up 0.33% of Alhambra Investment Management's portfolio in Q2 2026, its #68 holding.
Alhambra Investment Management first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
Alhambra Investment Management's Oracle position peaked at $1.48M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.