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Cary Street Partners Investment Advisory’s Oracle ORCL Stock Holding History

Cary Street Partners Investment Advisory’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 		$848K Buy
5,788
+1,283
+28% +$233K 0.17% 129
2026
Q1 		$663K Sell
4,505
-698
-13% -$113K 0.17% 136
2025
Q4 		$1.01M Sell
5,203
-268
-5% -$63.8K 0.27% 95
2025
Q3 		$1.54M Buy
5,471
+1,738
+47% +$443K 0.64% 30
2025
Q2 		$816K Buy
3,733
+392
+12% +$63.3K 0.39% 52
2025
Q1 		$467K Buy
3,341
+1,872
+127% +$305K 0.27% 97
2024
Q4 		$245K Sell
1,469
-14,948
-91% -$2.66M 0.16% 146
2024
Q3 		$2.8M Buy
16,417
+191
+1% +$27.7K 0.1% 213
2024
Q2 		$2.29M Buy
16,226
+5,848
+56% +$726K 0.09% 229
2024
Q1 		$1.3M Sell
10,378
-184
-2% -$21.1K 0.06% 305
2023
Q4 		$1.11M Buy
10,562
+2,721
+35% +$297K 0.05% 301
2023
Q3 		$831K Buy
7,841
+1,428
+22% +$165K 0.04% 326
2023
Q2 		$764K Buy
6,413
+2
+0% +$207 0.05% 304
2023
Q1 		$596K Buy
6,411
+14
+0.2% +$1.23K 0.04% 311
2022
Q4 		$523K Sell
6,397
-596
-9% -$45.3K 0.04% 326
2022
Q3 		$427K Buy
6,993
+637
+10% +$46.6K 0.04% 337
2022
Q2 		$444K Buy
+6,356
New +$465K 0.04% 311
2022
Q1 		– Sell
-4,206
Closed -$367K – 285
2021
Q4 		$367K Sell
4,206
-1,754
-29% -$165K 0.1% 187
2021
Q3 		$519K Buy
5,960
+4,202
+239% +$371K 0.17% 132
2021
Q2 		$137K Buy
1,758
+401
+30% +$31.4K 0.04% 261
2021
Q1 		$95K Sell
1,357
-5,795
-81% -$375K 0.04% 242
2020
Q4 		$463K Buy
7,152
+3,266
+84% +$194K 0.09% 195
2020
Q3 		$232K Buy
+3,886
New +$221K 0.05% 241

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Cary Street Partners Investment Advisory's ORCL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Oracle (ORCL) stake by 28% in Q2 2026, buying an estimated $233K and bringing the position to 5,788 shares worth $848K. The position accounts for 0.17% of the portfolio, ranked #129.

Cary Street Partners Investment Advisory first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q3 2024. 1,729 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 5,788 shares of Oracle worth $848K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,283 Oracle shares in Q2 2026, an estimated $233K.
  • Oracle made up 0.17% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #129 holding.
  • Cary Street Partners Investment Advisory first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Oracle position peaked at $2.8M in Q3 2024.
  • 1,729 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.