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Callan Family Office’s Oracle ORCL Stock Holding History

Callan Family Office’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 		$11M Sell
75,139
-2,988
-4% -$542K 0.22% 85
2026
Q1 		$11.5M Sell
78,127
-2,450
-3% -$398K 0.26% 77
2025
Q4 		$15.7M Buy
80,577
+23,353
+41% +$5.56M 0.34% 52
2025
Q3 		$16.1M Buy
57,224
+13,318
+30% +$3.39M 0.51% 33
2025
Q2 		$9.6M Buy
43,906
+21,247
+94% +$3.43M 0.3% 65
2025
Q1 		$3.17M Sell
22,659
-2,834
-11% -$461K 0.24% 92
2024
Q4 		$4.25M Buy
25,493
+20,984
+465% +$3.73M 0.27% 70
2024
Q3 		$768K Buy
4,509
+1,250
+38% +$181K 0.13% 81
2024
Q2 		$460K Buy
3,259
+597
+22% +$74.1K 0.09% 92
2024
Q1 		$334K Sell
2,662
-83
-3% -$9.5K 0.08% 73
2023
Q4 		$289K Buy
2,745
+83
+3% +$9.06K 0.07% 78
2023
Q3 		$282K Sell
2,662
-242
-8% -$28K 0.08% 73
2023
Q2 		$346K Sell
2,904
-17
-0.6% -$1.76K 0.09% 80
2023
Q1 		$271K Buy
+2,921
New +$256K 0.07% 137

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Callan Family Office's ORCL Position: Q2 2026 in Review

Callan Family Office reduced its Oracle (ORCL) stake by 3.8% in Q2 2026, selling an estimated $542K and leaving 75,139 shares worth $11M. The position accounts for 0.22% of the portfolio, ranked #85.

Callan Family Office first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.1M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Callan Family Office held 75,139 shares of Oracle worth $11M as of Q2 2026.
  • Callan Family Office sold 2,988 Oracle shares in Q2 2026, an estimated $542K.
  • Oracle made up 0.22% of Callan Family Office's portfolio in Q2 2026, its #85 holding.
  • Callan Family Office first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Callan Family Office's Oracle position peaked at $16.1M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.