Atwood & Palmer’s Oracle ORCL Stock Holding History

Atwood & Palmer’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	$496K	Sell	3,384 -53	-2%	-$9.61K	0.03%	121
2026 Q1	$506K	Buy	3,437 +73	+2%	+$11.9K	0.03%	116
2025 Q4	$656K	Hold	3,364	–	–	0.04%	107
2025 Q3	$946K	Hold	3,364	–	–	0.06%	89
2025 Q2	$735K	Sell	3,364 -269	-7%	-$43.4K	0.05%	99
2025 Q1	$508K	Buy	3,633 +270	+8%	+$44K	0.04%	109
2024 Q4	$560K	Hold	3,363	–	–	0.04%	106
2024 Q3	$573K	Hold	3,363	–	–	0.04%	104
2024 Q2	$475K	Sell	3,363 -220	-6%	-$27.3K	0.04%	108
2024 Q1	$450K	Buy	3,583 +220	+7%	+$25.2K	0.03%	111
2023 Q4	$355K	Hold	3,363	–	–	0.03%	126
2023 Q3	$356K	Hold	3,363	–	–	0.03%	117
2023 Q2	$401K	Buy	3,363 +31	+0.9%	+$3.21K	0.04%	115
2023 Q1	$310K	Sell	3,332 -7,500	-69%	-$658K	0.03%	116
2022 Q4	$885K	Hold	10,832	–	–	0.08%	94
2022 Q3	$662K	Hold	10,832	–	–	0.07%	97
2022 Q2	$757K	Sell	10,832 -74	-0.7%	-$5.42K	0.07%	87
2022 Q1	$902K	Hold	10,906	–	–	0.08%	84
2021 Q4	$951K	Hold	10,906	–	–	0.08%	85
2021 Q3	$950K	Hold	10,906	–	–	0.08%	80
2021 Q2	$849K	Hold	10,906	–	–	0.08%	85
2021 Q1	$765K	Buy	10,906 +74	+0.7%	+$4.79K	0.07%	85
2020 Q4	$701K	Buy	10,832 +432	+4%	+$25.7K	0.08%	86
2020 Q3	$621K	Hold	10,400	–	–	0.08%	80
2020 Q2	$575K	Hold	10,400	–	–	0.08%	80
2020 Q1	$503K	Hold	10,400	–	–	0.08%	82
2019 Q4	$551K	Sell	10,400 -2,000	-16%	-$110K	0.07%	83
2019 Q3	$682K	Sell	12,400 -200	-2%	-$11K	0.09%	76
2019 Q2	$718K	Hold	12,600	–	–	0.1%	77
2019 Q1	$677K	Sell	12,600 -195	-2%	-$9.94K	0.1%	76
2018 Q4	$578K	Buy	12,795 +195	+2%	+$9.35K	0.09%	80
2018 Q3	$650K	Hold	12,600	–	–	0.08%	78
2018 Q2	$555K	Sell	12,600 -1,000	-7%	-$46.1K	0.08%	79
2018 Q1	$622K	Hold	13,600	–	–	0.09%	76
2017 Q4	$643K	Sell	13,600 -405	-3%	-$19.9K	0.09%	77
2017 Q3	$677K	Hold	14,005	–	–	0.1%	76
2017 Q2	$702K	Buy	14,005 +1,000	+8%	+$45.6K	0.11%	76
2017 Q1	$580K	Sell	13,005 -50	-0.4%	-$2.08K	0.09%	78
2016 Q4	$502K	Hold	13,055	–	–	0.09%	75
2016 Q3	$513K	Buy	13,055 +405	+3%	+$16.5K	0.09%	73
2016 Q2	$518K	Sell	12,650 -48,277	-79%	-$1.93M	0.09%	79
2016 Q1	$2.49M	Sell	60,927 -138,269	-69%	-$5.12M	0.44%	45
2015 Q4	$7.28M	Sell	199,196 -100	-0.1%	-$3.82K	1.38%	24
2015 Q3	$7.2M	Buy	199,296 +3,583	+2%	+$138K	1.41%	28
2015 Q2	$7.89M	Buy	195,713 +3,400	+2%	+$147K	1.42%	24
2015 Q1	$8.3M	Buy	192,313 +5,550	+3%	+$241K	1.48%	23
2014 Q4	$8.4M	Sell	186,763 -5,712	-3%	-$232K	1.57%	27
2014 Q3	$7.37M	Buy	192,475 +65,551	+52%	+$2.65M	1.39%	24
2014 Q2	$5.14M	Sell	126,924 -66,633	-34%	-$2.74M	1.37%	25
2014 Q1	$7.92M	Buy	193,557 +258	+0.1%	+$9.82K	1.85%	26
2013 Q4	$7.4M	Sell	193,299 -975	-0.5%	-$33.5K	1.82%	24
2013 Q3	$6.44M	Sell	194,274 -379,273	-66%	-$12.3M	1.78%	24
2013 Q2	$17.6M	Buy	+573,547	New	+$19M	4.76%	3

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's ORCL Position: Q2 2026 in Review

Atwood & Palmer reduced its Oracle (ORCL) stake by 1.5% in Q2 2026, selling an estimated $9.61K and leaving 3,384 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #121.

Atwood & Palmer first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.6M in Q2 2013. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Atwood & Palmer held 3,384 shares of Oracle worth $496K as of Q2 2026.
Atwood & Palmer sold 53 Oracle shares in Q2 2026, an estimated $9.61K.
Oracle made up 0.03% of Atwood & Palmer's portfolio in Q2 2026, its #121 holding.
Atwood & Palmer first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Oracle position peaked at $17.6M in Q2 2013.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.