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Baldwin Investment Management’s Oracle ORCL Stock Holding History

Baldwin Investment 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 		$1.69M Buy
11,520
+6,545
+132% +$1.19M 0.16% 83
2026
Q1 		$732K Sell
4,975
-2,345
-32% -$381K 0.09% 129
2025
Q4 		$1.43M Sell
7,320
-710
-9% -$169K 0.16% 79
2025
Q3 		$2.26M Sell
8,030
-315
-4% -$80.2K 0.26% 55
2025
Q2 		$1.82M Buy
8,345
+334
+4% +$53.9K 0.22% 62
2025
Q1 		$1.12M Buy
8,011
+368
+5% +$59.9K 0.13% 93
2024
Q4 		$1.27M Sell
7,643
-269
-3% -$47.8K 0.17% 82
2024
Q3 		$1.35M Buy
7,912
+150
+2% +$21.7K 0.17% 85
2024
Q2 		$1.1M Buy
7,762
+284
+4% +$35.3K 0.15% 100
2024
Q1 		$939K Sell
7,478
-1,260
-14% -$144K 0.13% 112
2023
Q4 		$921K Buy
8,738
+625
+8% +$68.2K 0.14% 101
2023
Q3 		$859K Sell
8,113
-850
-9% -$98.4K 0.14% 100
2023
Q2 		$1.07M Sell
8,963
-1,850
-17% -$191K 0.18% 87
2023
Q1 		$1M Buy
10,813
+1,113
+11% +$97.6K 0.18% 86
2022
Q4 		$793K Buy
9,700
+3,725
+62% +$283K 0.14% 99
2022
Q3 		$365 Sell
5,975
-1,325
-18% -$97K 0.07% 149
2022
Q2 		$510 Buy
7,300
+3,050
+72% +$223K 0.1% 140
2022
Q1 		$352 Buy
4,250
+1,250
+42% +$101K 0.05% 188
2021
Q4 		$262 Hold
3,000
– – 0.04% 220
2021
Q3 		$261K Hold
3,000
– – 0.05% 215
2021
Q2 		$234K Hold
3,000
– – 0.04% 227
2021
Q1 		$211K Buy
+3,000
New +$194K 0.04% 238
2018
Q2 		– Sell
-4,600
Closed -$210K – 172
2018
Q1 		$210K Sell
4,600
-550
-11% -$27.3K 0.08% 101
2017
Q4 		$243K Hold
5,150
– – 0.09% 101
2017
Q3 		$249K Hold
5,150
– – 0.09% 102
2017
Q2 		$258K Sell
5,150
-300
-6% -$13.7K 0.1% 99
2017
Q1 		$243K Hold
5,450
– – 0.09% 110
2016
Q4 		$210K Sell
5,450
-500
-8% -$19.6K 0.08% 113
2016
Q3 		$234K Hold
5,950
– – 0.1% 115
2016
Q2 		$244K Sell
5,950
-560
-9% -$22.4K 0.1% 107
2016
Q1 		$266K Sell
6,510
-7
-0.1% -$259 0.11% 106
2015
Q4 		$238K Buy
6,517
+7
+0.1% +$267 0.11% 116
2015
Q3 		$235K Sell
6,510
-7,000
-52% -$269K 0.1% 119
2015
Q2 		$544K Sell
13,510
-40
-0.3% -$1.74K 0.23% 69
2015
Q1 		$585K Hold
13,550
– – 0.23% 67
2014
Q4 		$609K Hold
13,550
– – 0.24% 65
2014
Q3 		$519K Hold
13,550
– – 0.21% 80
2014
Q2 		$549K Hold
13,550
– – 0.24% 76
2014
Q1 		$554K Sell
13,550
-1,025
-7% -$39K 0.25% 69
2013
Q4 		$558K Sell
14,575
-15,775
-52% -$542K 0.25% 69
2013
Q3 		$1.01M Sell
30,350
-150
-0.5% -$4.87K 0.49% 26
2013
Q2 		$937K Buy
+30,500
New +$1.01M 0.46% 29

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Baldwin Investment Management's ORCL Position: Q2 2026 in Review

Baldwin Investment Management increased its Oracle (ORCL) stake by 132% in Q2 2026, buying an estimated $1.19M and bringing the position to 11,520 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #83.

Baldwin Investment Management first reported a position in ORCL in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.26M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Baldwin Investment Management held 11,520 shares of Oracle worth $1.69M as of Q2 2026.
  • Baldwin Investment Management bought 6,545 Oracle shares in Q2 2026, an estimated $1.19M.
  • Oracle made up 0.16% of Baldwin Investment Management's portfolio in Q2 2026, its #83 holding.
  • Baldwin Investment Management first reported a position in Oracle in Q2 2013 and has held it in 42 quarters since.
  • Baldwin Investment Management's Oracle position peaked at $2.26M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.