Applied Finance Capital Management’s Oracle ORCL Stock Holding History

Applied Finance Capital 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	$24.2M	Buy	164,825 +8,907	+6%	+$1.61M	1.8%	13
2026 Q1	$22.9M	Buy	155,918 +37,323	+31%	+$6.07M	1.72%	19
2025 Q4	$23.1M	Sell	118,595 -41,196	-26%	-$9.81M	1.66%	21
2025 Q3	$44.9M	Sell	159,791 -73,544	-32%	-$18.7M	3.19%	4
2025 Q2	$51M	Buy	233,335 +4,863	+2%	+$785K	3.49%	2
2025 Q1	$31.9M	Sell	228,472 -166,779	-42%	-$27.2M	2.35%	9
2024 Q4	$65.9M	Buy	395,251 +114,417	+41%	+$20.3M	2.86%	4
2024 Q3	$47.9M	Buy	+280,834	New	+$40.7M	2.04%	15

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Applied Finance Capital Management's ORCL Position: Q2 2026 in Review

Applied Finance Capital Management increased its Oracle (ORCL) stake by 5.7% in Q2 2026, buying an estimated $1.61M and bringing the position to 164,825 shares worth $24.2M. The position accounts for 1.8% of the portfolio, ranked #13.

Applied Finance Capital Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $65.9M in Q4 2024. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Applied Finance Capital Management held 164,825 shares of Oracle worth $24.2M as of Q2 2026.
Applied Finance Capital Management bought 8,907 Oracle shares in Q2 2026, an estimated $1.61M.
Oracle made up 1.8% of Applied Finance Capital Management's portfolio in Q2 2026, its #13 holding.
Applied Finance Capital Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Applied Finance Capital Management's Oracle position peaked at $65.9M in Q4 2024.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.