Canopy Partners’s Oracle ORCL Stock Holding History

Canopy Partners’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	$697K	Buy	4,754 +172	+4%	+$31.2K	0.21%	94
2026 Q1	$674K	Buy	4,582 +142	+3%	+$23.1K	0.23%	87
2025 Q4	$865K	Sell	4,440 -425	-9%	-$101K	0.28%	71
2025 Q3	$1.37M	Sell	4,865 -47	-1%	-$12K	0.46%	45
2025 Q2	$1.07M	Sell	4,912 -5	-0.1%	-$807	0.39%	55
2025 Q1	$687K	Buy	4,917 +74	+2%	+$12K	0.27%	79
2024 Q4	$807K	Buy	4,843 +1,508	+45%	+$268K	0.31%	73
2024 Q3	$568K	Sell	3,335 -24	-0.7%	-$3.48K	0.24%	88
2024 Q2	$474K	Buy	3,359 +60	+2%	+$7.45K	0.22%	93
2024 Q1	$414K	Buy	3,299 +471	+17%	+$53.9K	0.2%	102
2023 Q4	$298K	Buy	+2,828	New	+$309K	0.18%	110

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canopy Partners's ORCL Position: Q2 2026 in Review

Canopy Partners increased its Oracle (ORCL) stake by 3.8% in Q2 2026, buying an estimated $31.2K and bringing the position to 4,754 shares worth $697K. The position accounts for 0.21% of the portfolio, ranked #94.

Canopy Partners first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Canopy Partners held 4,754 shares of Oracle worth $697K as of Q2 2026.
Canopy Partners bought 172 Oracle shares in Q2 2026, an estimated $31.2K.
Oracle made up 0.21% of Canopy Partners's portfolio in Q2 2026, its #94 holding.
Canopy Partners first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's Oracle position peaked at $1.37M in Q3 2025.
1,061 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.