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Berkshire Bank’s Oracle ORCL Stock Holding History

Berkshire Bank’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 		$646K Buy
4,407
+124
+3% +$22.5K 0.12% 97
2026
Q1 		$630K Hold
4,283
– – 0.13% 97
2025
Q4 		$835K Buy
4,283
+1,750
+69% +$417K 0.17% 79
2025
Q3 		$712K Sell
2,533
-60
-2% -$15.3K 0.15% 83
2025
Q2 		$567K Sell
2,593
-34
-1% -$5.49K 0.13% 93
2025
Q1 		$367K Buy
2,627
+672
+34% +$109K 0.09% 118
2024
Q4 		$326K Hold
1,955
– – 0.08% 121
2024
Q3 		$333K Buy
1,955
+200
+11% +$29K 0.08% 121
2024
Q2 		$248K Sell
1,755
-400
-19% -$49.7K 0.06% 130
2024
Q1 		$271K Sell
2,155
-100
-4% -$11.4K 0.07% 128
2023
Q4 		$238K Hold
2,255
– – 0.06% 132
2023
Q3 		$239K Hold
2,255
– – 0.07% 126
2023
Q2 		$269K Hold
2,255
– – 0.07% 122
2023
Q1 		$210K Buy
+2,255
New +$198K 0.06% 131
2022
Q4 		– Sell
-3,555
Closed -$217K – 138
2022
Q3 		$217K Hold
3,555
– – 0.07% 133
2022
Q2 		$249K Sell
3,555
-350
-9% -$25.6K 0.07% 122
2022
Q1 		$323K Sell
3,905
-950
-20% -$76.9K 0.08% 119
2021
Q4 		$424K Sell
4,855
-2,504
-34% -$235K 0.09% 103
2021
Q3 		$641K Sell
7,359
-100
-1% -$8.83K 0.16% 87
2021
Q2 		$581K Hold
7,459
– – 0.14% 92
2021
Q1 		$523K Hold
7,459
– – 0.13% 96
2020
Q4 		$483K Sell
7,459
-920
-11% -$54.8K 0.12% 95
2020
Q3 		$501K Buy
+8,379
New +$476K 0.13% 96

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

Berkshire Bank's ORCL Position: Q2 2026 in Review

Berkshire Bank increased its Oracle (ORCL) stake by 2.9% in Q2 2026, buying an estimated $22.5K and bringing the position to 4,407 shares worth $646K. The position accounts for 0.12% of the portfolio, ranked #97.

Berkshire Bank first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $835K in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Berkshire Bank held 4,407 shares of Oracle worth $646K as of Q2 2026.
  • Berkshire Bank bought 124 Oracle shares in Q2 2026, an estimated $22.5K.
  • Oracle made up 0.12% of Berkshire Bank's portfolio in Q2 2026, its #97 holding.
  • Berkshire Bank first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Berkshire Bank's Oracle position peaked at $835K in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.