Birch Capital Management’s Oracle ORCL Stock Holding History

Birch Capital 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	$543K	Sell	3,707 -589	-14%	-$107K	0.27%	48
2026 Q1	$632K	Hold	4,296	–	–	0.33%	45
2025 Q4	$837K	Hold	4,296	–	–	0.42%	44
2025 Q3	$1.21M	Hold	4,296	–	–	0.62%	39
2025 Q2	$939K	Hold	4,296	–	–	0.48%	42
2025 Q1	$601K	Sell	4,296 -479	-10%	-$78K	0.31%	47
2024 Q4	$796K	Sell	4,775 -962	-17%	-$171K	0.4%	42
2024 Q3	$978K	Hold	5,737	–	–	0.48%	42
2024 Q2	$810K	Sell	5,737 -1,457	-20%	-$181K	0.42%	44
2024 Q1	$904K	Sell	7,194 -440	-6%	-$50.4K	0.47%	44
2023 Q4	$805K	Sell	7,634 -138	-2%	-$15.1K	0.46%	44
2023 Q3	$823K	Hold	7,772	–	–	0.52%	42
2023 Q2	$926K	Sell	7,772 -1,637	-17%	-$169K	0.56%	41
2023 Q1	$874K	Hold	9,409	–	–	0.56%	37
2022 Q4	$769K	Sell	9,409 -198	-2%	-$15K	0.53%	40
2022 Q3	$587K	Hold	9,607	–	–	0.44%	39
2022 Q2	$671K	Hold	9,607	–	–	0.48%	39
2022 Q1	$795K	Hold	9,607	–	–	0.49%	41
2021 Q4	$838K	Hold	9,607	–	–	0.5%	41
2021 Q3	$837K	Hold	9,607	–	–	0.57%	41
2021 Q2	$748K	Hold	9,607	–	–	0.51%	42
2021 Q1	$674K	Hold	9,607	–	–	0.5%	42
2020 Q4	$621K	Sell	9,607 -246	-2%	-$14.6K	0.47%	43
2020 Q3	$588K	Hold	9,853	–	–	0.51%	39
2020 Q2	$545K	Hold	9,853	–	–	0.51%	39
2020 Q1	$476K	Hold	9,853	–	–	0.55%	40
2019 Q4	$522K	Buy	+9,853	New	+$542K	0.51%	42

Other funds holding ORCL

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Birch Capital Management's ORCL Position: Q2 2026 in Review

Birch Capital Management reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $107K and leaving 3,707 shares worth $543K. The position accounts for 0.27% of the portfolio, ranked #48.

Birch Capital Management first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.21M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Birch Capital Management held 3,707 shares of Oracle worth $543K as of Q2 2026.
Birch Capital Management sold 589 Oracle shares in Q2 2026, an estimated $107K.
Oracle made up 0.27% of Birch Capital Management's portfolio in Q2 2026, its #48 holding.
Birch Capital Management first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
Birch Capital Management's Oracle position peaked at $1.21M in Q3 2025.
1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.