Caledonia Investments plc (UK)’s Oracle ORCL Stock Holding History

Caledonia Investments plc (UK)’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	$54.7M	Hold	373,100	–	–	6.2%	9
2026 Q1	$54.9M	Hold	373,100	–	–	6.41%	9
2025 Q4	$72.7M	Sell	373,100 -53,000	-12%	-$12.6M	8.06%	5
2025 Q3	$120M	Sell	426,100 -202,500	-32%	-$51.6M	11.78%	2
2025 Q2	$137M	Sell	628,600 -38,500	-6%	-$6.22M	13.51%	1
2025 Q1	$93.3M	Hold	667,100	–	–	10.85%	4
2024 Q4	$111M	Sell	667,100 -92,000	-12%	-$16.3M	13.3%	1
2024 Q3	$129M	Sell	759,100 -35,000	-4%	-$5.07M	14.18%	1
2024 Q2	$112M	Sell	794,100 -45,000	-5%	-$5.59M	13.49%	2
2024 Q1	$105M	Hold	839,100	–	–	13.6%	2
2023 Q4	$88.4M	Buy	839,100 +35,000	+4%	+$3.82M	11.94%	3
2023 Q3	$85.2M	Sell	804,100 -31,000	-4%	-$3.59M	12.5%	3
2023 Q2	$99.4M	Sell	835,100 -98,400	-11%	-$10.2M	13.73%	2
2023 Q1	$86.7M	Hold	933,500	–	–	12.73%	2
2022 Q4	$76.3M	Hold	933,500	–	–	12.64%	1
2022 Q3	$57M	Hold	933,500	–	–	10.57%	4
2022 Q2	$65.2M	Hold	933,500	–	–	11.03%	2
2022 Q1	$77.2M	Hold	933,500	–	–	11.71%	3
2021 Q4	$81.4M	Hold	933,500	–	–	12.45%	3
2021 Q3	$81.3M	Hold	933,500	–	–	14.21%	1
2021 Q2	$72.7M	Sell	933,500 -19,000	-2%	-$1.49M	13.13%	4
2021 Q1	$66.8M	Hold	952,500	–	–	12.94%	4
2020 Q4	$61.6M	Hold	952,500	–	–	12.44%	3
2020 Q3	$56.8M	Hold	952,500	–	–	11.61%	3
2020 Q2	$52.6M	Hold	952,500	–	–	11.89%	2
2020 Q1	$46M	Buy	952,500 +189,000	+25%	+$9.75M	12.37%	2
2019 Q4	$40.4M	Hold	763,500	–	–	10.74%	5
2019 Q3	$42M	Hold	763,500	–	–	11.76%	3
2019 Q2	$43.4M	Hold	763,500	–	–	12.13%	3
2019 Q1	$41M	Sell	763,500 -99,000	-11%	-$5.04M	11.76%	2
2018 Q4	$38.9M	Hold	862,500	–	–	12.73%	2
2018 Q3	$44.5M	Hold	862,500	–	–	11.58%	2
2018 Q2	$38M	Hold	862,500	–	–	10.32%	2
2018 Q1	$39.5M	Hold	862,500	–	–	11.04%	3
2017 Q4	$40.8M	Hold	862,500	–	–	11.21%	3
2017 Q3	$41.7M	Hold	862,500	–	–	12.02%	2
2017 Q2	$43.2M	Hold	862,500	–	–	12.25%	3
2017 Q1	$38.5M	Hold	862,500	–	–	10.83%	4
2016 Q4	$33.2M	Hold	862,500	–	–	10.24%	4
2016 Q3	$33.9M	Hold	862,500	–	–	11.76%	4
2016 Q2	$35.3M	Hold	862,500	–	–	13.21%	2
2016 Q1	$35.3M	Hold	862,500	–	–	11.07%	4
2015 Q4	$31.5M	Hold	862,500	–	–	9.82%	4
2015 Q3	$31.2M	Hold	862,500	–	–	11.21%	3
2015 Q2	$34.8M	Buy	862,500 +250,000	+41%	+$10.8M	11.24%	3
2015 Q1	$26.4M	Buy	612,500 +87,000	+17%	+$3.77M	11.93%	3
2014 Q4	$23.6M	Buy	525,500 +125,500	+31%	+$5.11M	9.98%	3
2014 Q3	$15.3M	Hold	400,000	–	–	6.62%	3
2014 Q2	$16.2M	Buy	+400,000	New	+$16.5M	6.82%	2

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Caledonia Investments plc (UK)'s ORCL Position: Q2 2026 in Review

Caledonia Investments plc (UK) held its Oracle (ORCL) position steady in Q2 2026 at 373,100 shares worth $54.7M. The position accounts for 6.2% of the portfolio, ranked #9.

Caledonia Investments plc (UK) first reported a position in ORCL in Q2 2014 and has held it in 49 quarters since. The position peaked at $137M in Q2 2025. 1,360 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Caledonia Investments plc (UK) held 373,100 shares of Oracle worth $54.7M as of Q2 2026.
Caledonia Investments plc (UK) left its Oracle share count unchanged in Q2 2026.
Oracle made up 6.2% of Caledonia Investments plc (UK)'s portfolio in Q2 2026, its #9 holding.
Caledonia Investments plc (UK) first reported a position in Oracle in Q2 2014 and has held it in 49 quarters since.
Caledonia Investments plc (UK)'s Oracle position peaked at $137M in Q2 2025.
1,360 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Caledonia Investments plc (UK)'s 13F filing for Q2 2026, filed 17 Jul 2026.