Blume Capital Management’s Oracle ORCL Stock Holding History

Blume 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	$3.66K	Sell	25 -25	-50%	-$4.53K	﹤0.01%	310
2026 Q1	$7.36K	Hold	50	–	–	﹤0.01%	285
2025 Q4	$9.75K	Sell	50 -300	-86%	-$71.4K	﹤0.01%	263
2025 Q3	$98.4K	Sell	350 -24	-6%	-$6.11K	0.02%	152
2025 Q2	$81.8K	Buy	374 +74	+25%	+$11.9K	0.02%	155
2025 Q1	$41.9K	Hold	300	–	–	0.01%	191
2024 Q4	$50K	Hold	300	–	–	0.01%	183
2024 Q3	$51.1K	Hold	300	–	–	0.01%	183
2024 Q2	$42.4K	Sell	300 -775	-72%	-$96.2K	0.01%	189
2024 Q1	$135K	Sell	1,075 -480	-31%	-$54.9K	0.03%	126
2023 Q4	$164K	Hold	1,555	–	–	0.04%	103
2023 Q3	$165K	Sell	1,555 -75	-5%	-$8.68K	0.05%	100
2023 Q2	$194K	Sell	1,630 -70	-4%	-$7.24K	0.06%	92
2023 Q1	$158K	Sell	1,700 -6,237	-79%	-$547K	0.05%	94
2022 Q4	$649K	Hold	7,937	–	–	0.22%	64
2022 Q3	$485K	Sell	7,937 -100	-1%	-$7.32K	0.18%	57
2022 Q2	$562K	Buy	8,037 +50	+0.6%	+$3.66K	0.22%	52
2022 Q1	$661K	Sell	7,987 -25	-0.3%	-$2.02K	0.22%	51
2021 Q4	$699K	Sell	8,012 -1,250	-13%	-$117K	0.23%	54
2021 Q3	$807K	Sell	9,262 -1,088	-11%	-$96.1K	0.3%	49
2021 Q2	$806K	Sell	10,350 -11,034	-52%	-$864K	0.29%	49
2021 Q1	$1.5M	Sell	21,384 -1,484	-6%	-$96.1K	0.59%	36
2020 Q4	$1.48M	Sell	22,868 -12,547	-35%	-$747K	0.63%	35
2020 Q3	$2.11M	Sell	35,415 -2,335	-6%	-$133K	1.07%	32
2020 Q2	$2.09M	Sell	37,750 -32,910	-47%	-$1.74M	1.16%	27
2020 Q1	$3.41M	Sell	70,660 -12,625	-15%	-$652K	2.19%	14
2019 Q4	$4.41M	Sell	83,285 -7,050	-8%	-$388K	2.16%	18
2019 Q3	$4.97M	Sell	90,335 -1,200	-1%	-$66.3K	2.48%	16
2019 Q2	$5.21M	Sell	91,535 -19,000	-17%	-$1.03M	2.64%	14
2019 Q1	$5.94M	Sell	110,535 -28,040	-20%	-$1.43M	3.12%	9
2018 Q4	$6.26M	Sell	138,575 -22,925	-14%	-$1.1M	3.57%	7
2018 Q3	$8.33M	Sell	161,500 -2,800	-2%	-$136K	4.35%	3
2018 Q2	$7.24M	Sell	164,300 -575	-0.3%	-$26.5K	3.95%	8
2018 Q1	$7.54M	Sell	164,875 -7,550	-4%	-$375K	4.2%	5
2017 Q4	$8.15M	Buy	172,425 +750	+0.4%	+$36.8K	4.17%	4
2017 Q3	$8.3M	Buy	171,675 +20,650	+14%	+$1.03M	4.39%	4
2017 Q2	$7.57M	Buy	151,025 +700	+0.5%	+$31.9K	4.3%	4
2017 Q1	$6.71M	Buy	150,325 +6,306	+4%	+$263K	3.88%	8
2016 Q4	$5.54M	Hold	144,019	–	–	3.33%	12
2016 Q3	$5.66M	Buy	144,019 +6,050	+4%	+$247K	3.47%	11
2016 Q2	$5.65M	Buy	137,969 +1,244	+0.9%	+$49.7K	3.73%	8
2016 Q1	$5.59M	Buy	136,725 +2,700	+2%	+$99.9K	3.86%	8
2015 Q4	$4.9M	Buy	134,025 +100	+0.1%	+$3.82K	3.46%	10
2015 Q3	$4.84M	Buy	133,925 +8,650	+7%	+$333K	3.92%	10
2015 Q2	$5.05M	Buy	125,275 +18,300	+17%	+$794K	3.82%	7
2015 Q1	$4.62M	Sell	106,975 -800	-0.7%	-$34.7K	3.2%	11
2014 Q4	$4.85M	Buy	107,775 +15,800	+17%	+$643K	3.42%	10
2014 Q3	$3.52M	Buy	91,975 +28,500	+45%	+$1.15M	2.74%	15
2014 Q2	$2.57M	Sell	63,475 -1,775	-3%	-$73K	2.02%	21
2014 Q1	$2.67M	Buy	65,250 +600	+0.9%	+$22.8K	2.12%	20
2013 Q4	$2.47M	Buy	+64,650	New	+$2.22M	2.05%	20

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Blume Capital Management reduced its Oracle (ORCL) stake by 50% in Q2 2026, selling an estimated $4.53K and leaving 25 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Blume Capital Management first reported a position in ORCL in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.33M in Q3 2018. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Blume Capital Management held 25 shares of Oracle worth $3.66K as of Q2 2026.
Blume Capital Management sold 25 Oracle shares in Q2 2026, an estimated $4.53K.
Oracle made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #310 holding.
Blume Capital Management first reported a position in Oracle in Q4 2013 and has held it in 51 quarters since.
Blume Capital Management's Oracle position peaked at $8.33M in Q3 2018.
1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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