BOS Asset Management’s Oracle ORCL Stock Holding History

BOS Asset 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	$1.17M	Sell	7,977 -218	-3%	-$39.5K	0.27%	70
2026 Q1	$1.21M	Buy	8,195 +6,118	+295%	+$994K	0.31%	61
2025 Q4	$405K	Buy	2,077 +335	+19%	+$79.8K	0.11%	135
2025 Q3	$490K	Buy	1,742 +390	+29%	+$99.3K	0.14%	118
2025 Q2	$296K	Buy	+1,352	New	+$218K	0.09%	138
2023 Q3	–	Sell	-1,790	Closed	-$213K	–	148
2023 Q2	$213K	Buy	+1,790	New	+$185K	0.17%	120

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

BOS Asset Management's ORCL Position: Q2 2026 in Review

BOS Asset Management reduced its Oracle (ORCL) stake by 2.7% in Q2 2026, selling an estimated $39.5K and leaving 7,977 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #70.

BOS Asset Management first reported a position in ORCL in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2026. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

BOS Asset Management held 7,977 shares of Oracle worth $1.17M as of Q2 2026.
BOS Asset Management sold 218 Oracle shares in Q2 2026, an estimated $39.5K.
Oracle made up 0.27% of BOS Asset Management's portfolio in Q2 2026, its #70 holding.
BOS Asset Management first reported a position in Oracle in Q2 2023 and has held it in 6 quarters since.
BOS Asset Management's Oracle position peaked at $1.21M in Q1 2026.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.