AC
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Apella Capital’s Oracle ORCL Stock Holding History

Apella Capital’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 		$2.28M Sell
16,125
-1,620
-9% -$294K 0.03% 245
2026
Q1 		$3.11M Buy
17,745
+6,296
+55% +$1.02M 0.05% 213
2025
Q4 		$2.23M Buy
11,449
+1,032
+10% +$246K 0.04% 192
2025
Q3 		$3.26M Buy
10,417
+655
+7% +$167K 0.07% 152
2025
Q2 		$2.27M Buy
9,762
+746
+8% +$120K 0.06% 156
2025
Q1 		$1.26M Buy
9,016
+2,600
+41% +$423K 0.04% 169
2024
Q4 		$1.07M Sell
6,416
-153
-2% -$27.2K 0.04% 159
2024
Q3 		$1.1M Sell
6,569
-3
-0% -$435 0.05% 143
2024
Q2 		$924K Buy
6,572
+1,749
+36% +$217K 0.04% 152
2024
Q1 		$594K Sell
4,823
-59
-1% -$6.75K 0.03% 177
2023
Q4 		$501K Sell
4,882
-9
-0.2% -$982 0.03% 184
2023
Q3 		$518K Buy
4,891
+50
+1% +$5.79K 0.04% 166
2023
Q2 		$576K Buy
+4,841
New +$501K 0.04% 163
2022
Q4 		$366K Buy
4,478
+91
+2% +$6.92K 0.03% 171
2022
Q3 		$268K Hold
4,387
– – 0.03% 184
2022
Q2 		$307K Hold
4,387
– – 0.04% 176
2022
Q1 		$363K Buy
4,387
+405
+10% +$32.8K 0.05% 148
2021
Q4 		$347K Buy
3,982
+1,067
+37% +$100K 0.04% 150
2021
Q3 		$254K Hold
2,915
– – 0.04% 178
2021
Q2 		$227K Buy
+2,915
New +$228K 0.04% 196

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

Apella Capital's ORCL Position: Q2 2026 in Review

Apella Capital reduced its Oracle (ORCL) stake by 9.1% in Q2 2026, selling an estimated $294K and leaving 16,125 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #245.

Apella Capital first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.26M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Apella Capital held 16,125 shares of Oracle worth $2.28M as of Q2 2026.
  • Apella Capital sold 1,620 Oracle shares in Q2 2026, an estimated $294K.
  • Oracle made up 0.03% of Apella Capital's portfolio in Q2 2026, its #245 holding.
  • Apella Capital first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's Oracle position peaked at $3.26M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.