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Atria Investments’s Oracle ORCL Stock Holding History

Atria Investments’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 		$27.5M Sell
187,567
-13,431
-7% -$2.43M 0.28% 60
2026
Q1 		$29.6M Sell
200,998
-31,754
-14% -$5.16M 0.33% 52
2025
Q4 		$45.4M Sell
232,752
-20,573
-8% -$4.9M 0.52% 30
2025
Q3 		$71.2M Buy
253,325
+1,747
+0.7% +$445K 0.81% 17
2025
Q2 		$55M Sell
251,578
-464
-0.2% -$74.9K 0.65% 20
2025
Q1 		$35.2M Sell
252,042
-10,669
-4% -$1.74M 0.45% 36
2024
Q4 		$43.8M Buy
262,711
+9,888
+4% +$1.76M 0.54% 27
2024
Q3 		$43.1M Buy
252,823
+38,079
+18% +$5.52M 0.54% 28
2024
Q2 		$30.3M Buy
214,744
+15,530
+8% +$1.93M 0.39% 43
2024
Q1 		$25M Buy
199,214
+9,840
+5% +$1.13M 0.34% 60
2023
Q4 		$19.9M Buy
189,374
+10,884
+6% +$1.19M 0.31% 63
2023
Q3 		$18.9M Buy
178,490
+5,890
+3% +$682K 0.34% 61
2023
Q2 		$20.5M Sell
172,600
-15,893
-8% -$1.64M 0.37% 50
2023
Q1 		$17.5M Buy
188,493
+4,461
+2% +$391K 0.33% 62
2022
Q4 		$15M Buy
184,032
+9,684
+6% +$736K 0.31% 68
2022
Q3 		$10.6M Buy
174,348
+3,482
+2% +$255K 0.24% 95
2022
Q2 		$11.9M Sell
170,866
-12,831
-7% -$939K 0.25% 85
2022
Q1 		$15.2M Buy
183,697
+5,042
+3% +$408K 0.27% 76
2021
Q4 		$15.6M Buy
178,655
+7,978
+5% +$749K 0.28% 78
2021
Q3 		$14.9M Sell
170,677
-3,804
-2% -$336K 0.27% 75
2021
Q2 		$13.6M Sell
174,481
-9,252
-5% -$724K 0.26% 80
2021
Q1 		$12.9M Buy
183,733
+6,137
+3% +$397K 0.29% 72
2020
Q4 		$11.5M Buy
177,596
+5,715
+3% +$340K 0.28% 81
2020
Q3 		$10.3M Buy
171,881
+33,492
+24% +$1.9M 0.31% 70
2020
Q2 		$7.65M Sell
138,389
-82,961
-37% -$4.39M 0.26% 94
2020
Q1 		$10.7M Buy
221,350
+17,724
+9% +$915K 0.82% 25
2019
Q4 		$10.8M Buy
203,626
+102,190
+101% +$5.63M 0.29% 73
2019
Q3 		$5.58M Buy
101,436
+10,111
+11% +$559K 0.2% 102
2019
Q2 		$4.84M Buy
91,325
+22,093
+32% +$1.2M 0.18% 111
2019
Q1 		$3.72M Sell
69,232
-11,902
-15% -$606K 0.16% 124
2018
Q4 		$3.66M Sell
81,134
-1,587
-2% -$76.1K 0.16% 94
2018
Q3 		$4.26M Sell
82,721
-18,129
-18% -$881K 0.17% 107
2018
Q2 		$4.44M Buy
100,850
+8,048
+9% +$371K 0.2% 91
2018
Q1 		$4.25M Buy
92,802
+5,376
+6% +$267K 0.2% 88
2017
Q4 		$4.13M Buy
87,426
+5,705
+7% +$280K 0.21% 90
2017
Q3 		$3.95M Sell
81,721
-2,297
-3% -$114K 0.22% 84
2017
Q2 		$4.21M Buy
84,018
+5,386
+7% +$245K 0.26% 71
2017
Q1 		$3.51M Buy
78,632
+9,993
+15% +$416K 0.23% 83
2016
Q4 		$2.64M Buy
68,639
+15,167
+28% +$593K 0.2% 94
2016
Q3 		$2.1M Buy
53,472
+24,619
+85% +$1M 0.19% 86
2016
Q2 		$1.19M Sell
28,853
-4,778
-14% -$191K 0.13% 145
2016
Q1 		$1.38M Buy
33,631
+858
+3% +$31.8K 0.16% 103
2015
Q4 		$1.14M Buy
32,773
+6,645
+25% +$254K 0.12% 120
2015
Q3 		$944K Buy
26,128
+7,229
+38% +$278K 0.13% 119
2015
Q2 		$762K Buy
18,899
+2,386
+14% +$103K 0.09% 172
2015
Q1 		$713K Sell
16,513
-2,141
-11% -$92.8K 0.08% 193
2014
Q4 		$839K Buy
18,654
+1,249
+7% +$50.8K 0.09% 189
2014
Q3 		$666K Sell
17,405
-2,309
-12% -$93.5K 0.07% 240
2014
Q2 		$799K Buy
19,714
+2,079
+12% +$85.5K 0.08% 209
2014
Q1 		$721K Buy
17,635
+845
+5% +$32.2K 0.07% 223
2013
Q4 		$642K Buy
16,790
+114
+0.7% +$3.92K 0.06% 247
2013
Q3 		$553K Sell
16,676
-35
-0.2% -$1.14K 0.06% 264
2013
Q2 		$513K Buy
+16,711
New +$554K 0.06% 178

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Atria Investments's ORCL Position: Q2 2026 in Review

Atria Investments reduced its Oracle (ORCL) stake by 6.7% in Q2 2026, selling an estimated $2.43M and leaving 187,567 shares worth $27.5M. The position accounts for 0.28% of the portfolio, ranked #60.

Atria Investments first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $71.2M in Q3 2025. 1,378 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Atria Investments held 187,567 shares of Oracle worth $27.5M as of Q2 2026.
  • Atria Investments sold 13,431 Oracle shares in Q2 2026, an estimated $2.43M.
  • Oracle made up 0.28% of Atria Investments's portfolio in Q2 2026, its #60 holding.
  • Atria Investments first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Atria Investments's Oracle position peaked at $71.2M in Q3 2025.
  • 1,378 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.