AP
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Appleton Partners’s Oracle ORCL Stock Holding History

Appleton 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 		$735K Sell
5,016
-177
-3% -$32.1K 0.05% 173
2026
Q1 		$764K Sell
5,193
-948
-15% -$154K 0.05% 158
2025
Q4 		$1.2M Buy
6,141
+1,047
+21% +$249K 0.08% 134
2025
Q3 		$1.43M Buy
5,094
+438
+9% +$112K 0.1% 131
2025
Q2 		$1.02M Sell
4,656
-795
-15% -$128K 0.07% 137
2025
Q1 		$762K Sell
5,451
-472
-8% -$76.8K 0.06% 150
2024
Q4 		$987K Buy
5,923
+1,434
+32% +$255K 0.07% 133
2024
Q3 		$765K Sell
4,489
-1,840
-29% -$267K 0.06% 146
2024
Q2 		$894K Sell
6,329
-434
-6% -$53.9K 0.07% 137
2024
Q1 		$850K Sell
6,763
-2,505
-27% -$287K 0.07% 144
2023
Q4 		$977K Sell
9,268
-325
-3% -$35.5K 0.08% 138
2023
Q3 		$1.02M Sell
9,593
-265
-3% -$30.7K 0.09% 129
2023
Q2 		$1.17M Buy
9,858
+162
+2% +$16.8K 0.1% 133
2023
Q1 		$901K Buy
9,696
+1,198
+14% +$105K 0.08% 161
2022
Q4 		$695K Buy
8,498
+579
+7% +$44K 0.07% 175
2022
Q3 		$484K Hold
7,919
– – 0.05% 200
2022
Q2 		$553K Buy
7,919
+248
+3% +$18.2K 0.05% 190
2022
Q1 		$635K Sell
7,671
-674
-8% -$54.6K 0.05% 191
2021
Q4 		$728K Buy
8,345
+2,456
+42% +$231K 0.05% 183
2021
Q3 		$513K Buy
5,889
+248
+4% +$21.9K 0.04% 201
2021
Q2 		$439K Sell
5,641
-69
-1% -$5.4K 0.04% 205
2021
Q1 		$401K Buy
5,710
+2,236
+64% +$145K 0.04% 208
2020
Q4 		$225K Sell
3,474
-866
-20% -$51.6K 0.02% 261
2020
Q3 		$259K Buy
+4,340
New +$247K 0.03% 239
2020
Q1 		– Sell
-4,951
Closed -$262K – 280
2019
Q4 		$262K Sell
4,951
-500
-9% -$27.5K 0.03% 262
2019
Q3 		$300K Sell
5,451
-719
-12% -$39.7K 0.04% 236
2019
Q2 		$351K Buy
6,170
+173
+3% +$9.36K 0.04% 215
2019
Q1 		$322K Buy
5,997
+90
+2% +$4.58K 0.04% 215
2018
Q4 		$267K Sell
5,907
-38
-0.6% -$1.82K 0.04% 225
2018
Q3 		$307K Sell
5,945
-1,127
-16% -$54.7K 0.04% 219
2018
Q2 		$312K Buy
7,072
+546
+8% +$25.2K 0.04% 217
2018
Q1 		$299K Buy
6,526
+134
+2% +$6.66K 0.05% 217
2017
Q4 		$302K Buy
6,392
+46
+0.7% +$2.26K 0.05% 217
2017
Q3 		$307K Buy
6,346
+316
+5% +$15.7K 0.05% 197
2017
Q2 		$302K Sell
6,030
-376
-6% -$17.1K 0.05% 200
2017
Q1 		$286K Sell
6,406
-370
-5% -$15.4K 0.05% 197
2016
Q4 		$261K Buy
6,776
+234
+4% +$9.15K 0.05% 186
2016
Q3 		$257K Buy
6,542
+253
+4% +$10.3K 0.05% 188
2016
Q2 		$257K Sell
6,289
-770
-11% -$30.7K 0.05% 187
2016
Q1 		$289K Sell
7,059
-2,390
-25% -$88.5K 0.06% 179
2015
Q4 		$345K Buy
9,449
+1,127
+14% +$43K 0.07% 177
2015
Q3 		$301K Buy
8,322
+2,177
+35% +$83.7K 0.07% 169
2015
Q2 		$248K Sell
6,145
-2,215
-26% -$96.1K 0.06% 164
2015
Q1 		$361K Sell
8,360
-875
-9% -$37.9K 0.08% 144
2014
Q4 		$415K Sell
9,235
-200
-2% -$8.14K 0.1% 131
2014
Q3 		$361K Buy
+9,435
New +$382K 0.08% 131

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Appleton Partners's ORCL Position: Q2 2026 in Review

Appleton Partners reduced its Oracle (ORCL) stake by 3.4% in Q2 2026, selling an estimated $32.1K and leaving 5,016 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #173.

Appleton Partners first reported a position in ORCL in Q3 2014 and has held it in 46 quarters since. The position peaked at $1.43M in Q3 2025. 904 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Appleton Partners held 5,016 shares of Oracle worth $735K as of Q2 2026.
  • Appleton Partners sold 177 Oracle shares in Q2 2026, an estimated $32.1K.
  • Oracle made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #173 holding.
  • Appleton Partners first reported a position in Oracle in Q3 2014 and has held it in 46 quarters since.
  • Appleton Partners's Oracle position peaked at $1.43M in Q3 2025.
  • 904 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.