ACM
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Armbruster Capital Management’s Oracle ORCL Stock Holding History

Armbruster 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 		$643K Sell
4,390
-20
-0.5% -$3.63K 0.1% 74
2026
Q1 		$649K Hold
4,410
– – 0.11% 77
2025
Q4 		$860K Hold
4,410
– – 0.14% 66
2025
Q3 		$1.24M Sell
4,410
-26
-0.6% -$6.62K 0.21% 51
2025
Q2 		$970K Buy
4,436
+9
+0.2% +$1.45K 0.18% 58
2025
Q1 		$619K Sell
4,427
-51
-1% -$8.3K 0.12% 71
2024
Q4 		$746K Hold
4,478
– – 0.15% 63
2024
Q3 		$763K Sell
4,478
-2,371
-35% -$343K 0.15% 66
2024
Q2 		$967K Buy
6,849
+269
+4% +$33.4K 0.2% 50
2024
Q1 		$827K Sell
6,580
-31
-0.5% -$3.55K 0.18% 52
2023
Q4 		$697K Sell
6,611
-220
-3% -$24K 0.16% 54
2023
Q3 		$724K Hold
6,831
– – 0.18% 51
2023
Q2 		$814K Hold
6,831
– – 0.2% 49
2023
Q1 		$635K Sell
6,831
-54
-0.8% -$4.74K 0.16% 53
2022
Q4 		$563K Buy
6,885
+85
+1% +$6.46K 0.15% 58
2022
Q3 		$415K Hold
6,800
– – 0.12% 75
2022
Q2 		$475K Sell
6,800
-125
-2% -$9.15K 0.13% 67
2022
Q1 		$573K Buy
6,925
+125
+2% +$10.1K 0.14% 65
2021
Q4 		$593K Hold
6,800
– – 0.14% 69
2021
Q3 		$592K Hold
6,800
– – 0.17% 45
2021
Q2 		$529K Hold
6,800
– – 0.15% 56
2021
Q1 		$477K Hold
6,800
– – 0.14% 53
2020
Q4 		$440K Hold
6,800
– – 0.15% 55
2020
Q3 		$406K Hold
6,800
– – 0.16% 53
2020
Q2 		$376K Sell
6,800
-150
-2% -$7.95K 0.15% 56
2020
Q1 		$336K Buy
6,950
+150
+2% +$7.74K 0.16% 54
2019
Q4 		$360K Hold
6,800
– – 0.14% 58
2019
Q3 		$374K Hold
6,800
– – 0.16% 57
2019
Q2 		$387K Hold
6,800
– – 0.16% 50
2019
Q1 		$365K Buy
+6,800
New +$346K 0.16% 53
2018
Q4 		– Sell
-4,400
Closed -$227K – 72
2018
Q3 		$227K Buy
+4,400
New +$214K 0.1% 70
2018
Q2 		– Sell
-4,400
Closed -$201K – 162
2018
Q1 		$201K Hold
4,400
– – 0.09% 65
2017
Q4 		$208K Hold
4,400
– – 0.1% 65
2017
Q3 		$213K Hold
4,400
– – 0.11% 60
2017
Q2 		$221K Hold
4,400
– – 0.12% 59
2017
Q1 		$196K Sell
4,400
-675
-13% -$28.1K 0.11% 61
2016
Q4 		$195K Hold
5,075
– – 0.11% 63
2016
Q3 		$199K Hold
5,075
– – 0.12% 64
2016
Q2 		$208K Sell
5,075
-145
-3% -$5.79K 0.13% 63
2016
Q1 		$214K Buy
5,220
+145
+3% +$5.37K 0.15% 61
2015
Q4 		$185K Buy
+5,075
New +$194K 0.17% 70

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Armbruster Capital Management's ORCL Position: Q2 2026 in Review

Armbruster Capital Management reduced its Oracle (ORCL) stake by 0.45% in Q2 2026, selling an estimated $3.63K and leaving 4,390 shares worth $643K. The position accounts for 0.1% of the portfolio, ranked #74.

Armbruster Capital Management first reported a position in ORCL in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.24M in Q3 2025. 719 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Armbruster Capital Management held 4,390 shares of Oracle worth $643K as of Q2 2026.
  • Armbruster Capital Management sold 20 Oracle shares in Q2 2026, an estimated $3.63K.
  • Oracle made up 0.1% of Armbruster Capital Management's portfolio in Q2 2026, its #74 holding.
  • Armbruster Capital Management first reported a position in Oracle in Q4 2015 and has held it in 41 quarters since.
  • Armbruster Capital Management's Oracle position peaked at $1.24M in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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