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Almanack Investment Partners’s Oracle ORCL Stock Holding History

Almanack 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 		$403K Buy
2,748
+1,156
+73% +$210K 0.05% 190
2026
Q1 		$234K Sell
1,592
-19
-1% -$3.09K 0.04% 153
2025
Q4 		$314K Sell
1,611
-1,317
-45% -$314K 0.05% 130
2025
Q3 		$823K Buy
2,928
+1,073
+58% +$273K 0.13% 84
2025
Q2 		$406K Buy
1,855
+70
+4% +$11.3K 0.06% 136
2025
Q1 		$250K Sell
1,785
-249
-12% -$40.5K 0.05% 129
2024
Q4 		$339K Hold
2,034
– – 0.05% 132
2024
Q3 		$347K Buy
2,034
+250
+14% +$36.2K 0.05% 135
2024
Q2 		$252K Buy
1,784
+40
+2% +$4.97K 0.04% 157
2024
Q1 		$219K Buy
+1,744
New +$200K 0.04% 164
2023
Q3 		– Sell
-4,490
Closed -$535K – 179
2023
Q2 		$535K Sell
4,490
-6
-0.1% -$620 0.09% 90
2023
Q1 		$418K Sell
4,496
-100
-2% -$8.77K 0.08% 102
2022
Q4 		$376K Buy
+4,596
New +$349K 0.08% 102
2022
Q3 		– Sell
-5,630
Closed -$393K – 862
2022
Q2 		$393K Buy
5,630
+114
+2% +$8.35K 0.04% 275
2022
Q1 		$456K Buy
5,516
+1,003
+22% +$81.2K 0.04% 273
2021
Q4 		$394K Buy
4,513
+20
+0.4% +$1.88K 0.03% 308
2021
Q3 		$391K Buy
4,493
+391
+10% +$34.5K 0.03% 303
2021
Q2 		$319K Sell
4,102
-986
-19% -$77.2K 0.03% 312
2021
Q1 		$357K Buy
5,088
+112
+2% +$7.25K 0.04% 293
2020
Q4 		$322K Buy
4,976
+620
+14% +$36.9K 0.04% 279
2020
Q3 		$247K Buy
+4,356
New +$247K 0.03% 335

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

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

Almanack Investment Partners increased its Oracle (ORCL) stake by 73% in Q2 2026, buying an estimated $210K and bringing the position to 2,748 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #190.

Almanack Investment Partners first reported a position in ORCL in Q3 2020 and has held it in 21 quarters since. The position peaked at $823K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Almanack Investment Partners held 2,748 shares of Oracle worth $403K as of Q2 2026.
  • Almanack Investment Partners bought 1,156 Oracle shares in Q2 2026, an estimated $210K.
  • Oracle made up 0.05% of Almanack Investment Partners's portfolio in Q2 2026, its #190 holding.
  • Almanack Investment Partners first reported a position in Oracle in Q3 2020 and has held it in 21 quarters since.
  • Almanack Investment Partners's Oracle position peaked at $823K in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.