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Boltwood Capital Management’s Oracle ORCL Stock Holding History

Boltwood 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 		$1.52M Buy
10,385
+190
+2% +$34.4K 0.35% 64
2026
Q1 		$1.5M Buy
10,195
+264
+3% +$42.9K 0.38% 63
2025
Q4 		$1.94M Sell
9,931
-94
-0.9% -$22.4K 0.5% 52
2025
Q3 		$2.82M Buy
10,025
+76
+0.8% +$19.4K 0.75% 36
2025
Q2 		$2.18M Sell
9,949
-421
-4% -$68K 0.62% 46
2025
Q1 		$1.45M Sell
10,370
-632
-6% -$103K 0.44% 59
2024
Q4 		$1.83M Sell
11,002
-440
-4% -$78.2K 0.56% 49
2024
Q3 		$1.95M Sell
11,442
-861
-7% -$125K 0.58% 49
2024
Q2 		$1.74M Sell
12,303
-494
-4% -$61.3K 0.54% 53
2024
Q1 		$1.61M Sell
12,797
-40
-0.3% -$4.58K 0.5% 58
2023
Q4 		$1.35M Buy
12,837
+515
+4% +$56.2K 0.45% 59
2023
Q3 		$1.31M Buy
12,322
+210
+2% +$24.3K 0.48% 53
2023
Q2 		$1.44M Buy
12,112
+50
+0.4% +$5.17K 0.52% 54
2023
Q1 		$1.12M Buy
12,062
+3,987
+49% +$350K 0.42% 63
2022
Q4 		$660K Sell
8,075
-100
-1% -$7.6K 0.27% 89
2022
Q3 		$499K Sell
8,175
-250
-3% -$18.3K 0.23% 96
2022
Q2 		$589K Sell
8,425
-1,760
-17% -$129K 0.26% 95
2022
Q1 		$843K Sell
10,185
-540
-5% -$43.7K 0.33% 89
2021
Q4 		$935K Hold
10,725
– – 0.35% 86
2021
Q3 		$934K Sell
10,725
-7,290
-40% -$644K 0.38% 81
2021
Q2 		$1.4M Sell
18,015
-9,908
-35% -$776K 0.58% 58
2021
Q1 		$1.96M Buy
27,923
+200
+0.7% +$12.9K 0.87% 38
2020
Q4 		$1.79M Sell
27,723
-515
-2% -$30.7K 0.87% 39
2020
Q3 		$1.69M Sell
28,238
-25
-0.1% -$1.42K 0.94% 35
2020
Q2 		$1.56M Buy
28,263
+50
+0.2% +$2.65K 0.94% 37
2020
Q1 		$1.36M Sell
28,213
-540
-2% -$27.9K 0.97% 37
2019
Q4 		$1.52M Buy
28,753
+291
+1% +$16K 0.85% 38
2019
Q3 		$1.57M Buy
28,462
+265
+0.9% +$14.6K 0.99% 34
2019
Q2 		$1.61M Sell
28,197
-279
-1% -$15.1K 1.02% 34
2019
Q1 		$1.53M Sell
28,476
-1,078
-4% -$54.9K 1% 35
2018
Q4 		$1.33M Buy
29,554
+1,325
+5% +$63.5K 0.91% 36
2018
Q3 		$1.46M Buy
28,229
+80
+0.3% +$3.89K 0.87% 35
2018
Q2 		$1.24M Sell
28,149
-3,285
-10% -$151K 0.81% 42
2018
Q1 		$1.44M Sell
31,434
-322
-1% -$16K 0.98% 35
2017
Q4 		$1.5M Buy
31,756
+650
+2% +$31.9K 0.92% 37
2017
Q3 		$1.5M Sell
31,106
-135
-0.4% -$6.72K 0.98% 35
2017
Q2 		$1.57M Hold
31,241
– – 1.06% 31
2017
Q1 		$1.39M Buy
31,241
+2,800
+10% +$117K 0.97% 36
2016
Q4 		$1.09M Buy
28,441
+325
+1% +$12.7K 0.84% 39
2016
Q3 		$1.1M Buy
28,116
+550
+2% +$22.4K 0.89% 41
2016
Q2 		$1.13M Buy
27,566
+260
+1% +$10.4K 0.94% 38
2016
Q1 		$1.12M Buy
27,306
+500
+2% +$18.5K 0.98% 36
2015
Q4 		$979K Buy
26,806
+475
+2% +$18.1K 0.9% 37
2015
Q3 		$951K Sell
26,331
-175
-0.7% -$6.73K 1.01% 33
2015
Q2 		$1.07M Sell
26,506
-7,226
-21% -$313K 1.05% 32
2015
Q1 		$1.46M Sell
33,732
-450
-1% -$19.5K 0.43% 49
2014
Q4 		$1.54M Sell
34,182
-50
-0.1% -$2.04K 0.44% 48
2014
Q3 		$1.31M Buy
34,232
+5,206
+18% +$211K 0.39% 50
2014
Q2 		$1.18M Buy
29,026
+2,047
+8% +$84.2K 0.35% 53
2014
Q1 		$1.1M Sell
26,979
-62
-0.2% -$2.36K 0.35% 50
2013
Q4 		$1.03M Buy
27,041
+750
+3% +$25.8K 0.34% 50
2013
Q3 		$872K Sell
26,291
-2,650
-9% -$86K 0.32% 50
2013
Q2 		$889K Buy
+28,941
New +$960K 0.37% 50

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

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

Boltwood Capital Management increased its Oracle (ORCL) stake by 1.9% in Q2 2026, buying an estimated $34.4K and bringing the position to 10,385 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #64.

Boltwood Capital Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.82M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Boltwood Capital Management held 10,385 shares of Oracle worth $1.52M as of Q2 2026.
  • Boltwood Capital Management bought 190 Oracle shares in Q2 2026, an estimated $34.4K.
  • Oracle made up 0.35% of Boltwood Capital Management's portfolio in Q2 2026, its #64 holding.
  • Boltwood Capital Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's Oracle position peaked at $2.82M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.