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Barrett & Company’s Oracle ORCL Stock Holding History

Barrett & Company’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 		$34.4K Buy
235
+100
+74% +$18.1K 0.01% 357
2026
Q1 		$19.9K Hold
135
– – 0.01% 401
2025
Q4 		$26.3K Hold
135
– – 0.01% 371
2025
Q3 		$38K Hold
135
– – 0.01% 330
2025
Q2 		$29.5K Hold
135
– – 0.01% 366
2025
Q1 		$18.9K Hold
135
– – 0.01% 382
2024
Q4 		$22.5K Hold
135
– – 0.01% 360
2024
Q3 		$23K Sell
135
-60
-31% -$8.69K 0.01% 347
2024
Q2 		$27.5K Hold
195
– – 0.01% 341
2024
Q1 		$24.5K Hold
195
– – 0.01% 350
2023
Q4 		$20.6K Hold
195
– – 0.01% 342
2023
Q3 		$20.7K Hold
195
– – 0.01% 337
2023
Q2 		$23.2K Hold
195
– – 0.01% 332
2023
Q1 		$18.1K Hold
195
– – 0.01% 335
2022
Q4 		$15.9K Hold
195
– – 0.01% 339
2022
Q3 		$15.9K Buy
+195
New +$14.3K 0.01% 339

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barrett & Company's ORCL Position: Q2 2026 in Review

Barrett & Company increased its Oracle (ORCL) stake by 74% in Q2 2026, buying an estimated $18.1K and bringing the position to 235 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #357.

Barrett & Company first reported a position in ORCL in Q3 2022 and has held it in 16 quarters since. The position peaked at $38K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Barrett & Company held 235 shares of Oracle worth $34.4K as of Q2 2026.
  • Barrett & Company bought 100 Oracle shares in Q2 2026, an estimated $18.1K.
  • Oracle made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #357 holding.
  • Barrett & Company first reported a position in Oracle in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Oracle position peaked at $38K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.