Birch Hill Investment Advisors’s Oracle ORCL Stock Holding History

Birch Hill Investment Advisors’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	$4.03M	Sell	27,485 -240	-0.9%	-$43.5K	0.16%	65
2026 Q1	$4.08M	Sell	27,725 -1,100	-4%	-$179K	0.18%	62
2025 Q4	$5.62M	Sell	28,825 -2,675	-8%	-$637K	0.23%	57
2025 Q3	$8.86M	Sell	31,500 -764	-2%	-$195K	0.37%	45
2025 Q2	$7.05M	Sell	32,264 -1,048	-3%	-$169K	0.31%	50
2025 Q1	$4.66M	Sell	33,312 -1,239	-4%	-$202K	0.22%	59
2024 Q4	$5.76M	Buy	34,551 +595	+2%	+$106K	0.27%	49
2024 Q3	$5.79M	Sell	33,956 -356	-1%	-$51.6K	0.27%	53
2024 Q2	$4.84M	Hold	34,312	–	–	0.23%	58
2024 Q1	$4.31M	Sell	34,312 -629	-2%	-$72K	0.21%	60
2023 Q4	$3.68M	Buy	34,941 +409	+1%	+$44.6K	0.2%	61
2023 Q3	$3.66M	Sell	34,532 -601	-2%	-$69.6K	0.22%	56
2023 Q2	$4.18M	Buy	35,133 +50	+0.1%	+$5.17K	0.24%	55
2023 Q1	$3.26M	Sell	35,083 -525	-1%	-$46K	0.2%	61
2022 Q4	$2.91M	Hold	35,608	–	–	0.19%	64
2022 Q3	$2.17M	Hold	35,608	–	–	0.15%	68
2022 Q2	$2.49M	Sell	35,608 -2,063	-5%	-$151K	0.16%	68
2022 Q1	$3.12M	Sell	37,671 -10,300	-21%	-$834K	0.17%	69
2021 Q4	$4.18M	Sell	47,971 -647	-1%	-$60.7K	0.21%	63
2021 Q3	$4.24M	Buy	48,618 +1,400	+3%	+$124K	0.23%	63
2021 Q2	$3.67M	Hold	47,218	–	–	0.2%	67
2021 Q1	$3.31M	Sell	47,218 -400	-0.8%	-$25.9K	0.19%	67
2020 Q4	$3.08M	Sell	47,618 -1,500	-3%	-$89.3K	0.18%	64
2020 Q3	$2.93M	Sell	49,118 -300	-0.6%	-$17K	0.2%	58
2020 Q2	$2.73M	Sell	49,418 -50	-0.1%	-$2.65K	0.2%	58
2020 Q1	$2.39M	Buy	49,468 +900	+2%	+$46.5K	0.21%	55
2019 Q4	$2.57M	Sell	48,568 -3,130	-6%	-$172K	0.17%	64
2019 Q3	$2.85M	Sell	51,698 -1,000	-2%	-$55.2K	0.21%	57
2019 Q2	$3M	Sell	52,698 -5,368	-9%	-$290K	0.22%	58
2019 Q1	$3.12M	Sell	58,066 -3,455	-6%	-$176K	0.24%	57
2018 Q4	$2.78M	Buy	61,521 +1,033	+2%	+$49.5K	0.24%	56
2018 Q3	$3.12M	Sell	60,488 -2,999	-5%	-$146K	0.23%	61
2018 Q2	$2.8M	Buy	63,487 +1,480	+2%	+$68.2K	0.22%	60
2018 Q1	$2.84M	Sell	62,007 -43,450	-41%	-$2.16M	0.24%	56
2017 Q4	$4.99M	Buy	105,457 +44	+0%	+$2.16K	0.41%	47
2017 Q3	$5.1M	Sell	105,413 -4,090	-4%	-$204K	0.44%	46
2017 Q2	$5.49M	Sell	109,503 -11,092	-9%	-$506K	0.49%	44
2017 Q1	$5.38M	Sell	120,595 -63,156	-34%	-$2.63M	0.46%	44
2016 Q4	$7.07M	Sell	183,751 -22,231	-11%	-$870K	0.64%	40
2016 Q3	$8.09M	Sell	205,982 -28,848	-12%	-$1.18M	0.75%	38
2016 Q2	$9.61M	Sell	234,830 -15,185	-6%	-$606K	0.94%	35
2016 Q1	$10.2M	Sell	250,015 -27,172	-10%	-$1.01M	1.08%	33
2015 Q4	$10.1M	Sell	277,187 -19,663	-7%	-$751K	1.06%	33
2015 Q3	$10.7M	Sell	296,850 -26,815	-8%	-$1.03M	1.17%	29
2015 Q2	$13M	Sell	323,665 -27,805	-8%	-$1.21M	1.34%	28
2015 Q1	$15.2M	Sell	351,470 -23,065	-6%	-$1,000K	1.55%	26
2014 Q4	$16.8M	Sell	374,535 -137,765	-27%	-$5.61M	1.7%	23
2014 Q3	$19.6M	Sell	512,300 -64,955	-11%	-$2.63M	2.05%	19
2014 Q2	$23.4M	Sell	577,255 -28,277	-5%	-$1.16M	2.45%	15
2014 Q1	$24.8M	Sell	605,532 -5,045	-0.8%	-$192K	2.67%	14
2013 Q4	$23.4M	Sell	610,577 -6,550	-1%	-$225K	2.5%	14
2013 Q3	$20.5M	Sell	617,127 -5,230	-0.8%	-$170K	2.42%	13
2013 Q2	$19.1M	Buy	+622,357	New	+$20.6M	2.4%	14

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Birch Hill Investment Advisors's ORCL Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Oracle (ORCL) stake by 0.87% in Q2 2026, selling an estimated $43.5K and leaving 27,485 shares worth $4.03M. The position accounts for 0.16% of the portfolio, ranked #65.

Birch Hill Investment Advisors first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.8M in Q1 2014. 1,542 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Birch Hill Investment Advisors held 27,485 shares of Oracle worth $4.03M as of Q2 2026.
Birch Hill Investment Advisors sold 240 Oracle shares in Q2 2026, an estimated $43.5K.
Oracle made up 0.16% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #65 holding.
Birch Hill Investment Advisors first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's Oracle position peaked at $24.8M in Q1 2014.
1,542 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.