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Cascade Investment Advisors’s Oracle ORCL Stock Holding History

Cascade Investment Advisors’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 		$1.73M Buy
11,796
+815
+7% +$148K 0.94% 39
2026
Q1 		$1.62M Buy
10,981
+130
+1% +$21.1K 0.96% 45
2025
Q4 		$2.11M Sell
10,851
-4
-0% -$952 1.24% 20
2025
Q3 		$3.05M Sell
10,855
-2,933
-21% -$747K 1.85% 9
2025
Q2 		$3.01M Sell
13,788
-1,095
-7% -$177K 1.94% 8
2025
Q1 		$2.08M Sell
14,883
-214
-1% -$34.8K 1.41% 15
2024
Q4 		$2.52M Sell
15,097
-150
-1% -$26.6K 1.61% 11
2024
Q3 		$2.6M Sell
15,247
-445
-3% -$64.5K 1.65% 8
2024
Q2 		$2.22M Hold
15,692
– – 1.5% 13
2024
Q1 		$1.97M Sell
15,692
-250
-2% -$28.6K 1.28% 19
2023
Q4 		$1.68M Buy
15,942
+170
+1% +$18.6K 1.2% 29
2023
Q3 		$1.67M Sell
15,772
-65
-0.4% -$7.52K 1.32% 17
2023
Q2 		$1.89M Sell
15,837
-1,118
-7% -$116K 1.41% 11
2023
Q1 		$1.58M Buy
16,955
+310
+2% +$27.2K 1.25% 19
2022
Q4 		$1.36M Buy
16,645
+65
+0.4% +$4.94K 1.13% 34
2022
Q3 		$1.29M Buy
16,580
+75
+0.5% +$5.49K 1.11% 39
2022
Q2 		$1.15M Sell
16,505
-15
-0.1% -$1.1K 0.91% 52
2022
Q1 		$1.37M Sell
16,520
-140
-0.8% -$11.3K 0.83% 58
2021
Q4 		$1.45M Sell
16,660
-500
-3% -$46.9K 0.85% 57
2021
Q3 		$1.5M Sell
17,160
-75
-0.4% -$6.63K 0.97% 38
2021
Q2 		$1.34M Sell
17,235
-25
-0.1% -$1.96K 0.85% 61
2021
Q1 		$1.21M Buy
17,260
+1,280
+8% +$82.9K 0.79% 66
2020
Q4 		$1.03M Buy
15,980
+8,560
+115% +$510K 0.76% 68
2020
Q3 		$443K Buy
7,420
+2,870
+63% +$163K 0.38% 93
2020
Q2 		$251K Sell
4,550
-300
-6% -$15.9K 0.24% 99
2020
Q1 		$234K Sell
4,850
-50
-1% -$2.58K 0.26% 97
2019
Q4 		$260K Hold
4,900
– – 0.2% 99
2019
Q3 		$270K Hold
4,900
– – 0.21% 99
2019
Q2 		$279K Sell
4,900
-250
-5% -$13.5K 0.24% 90
2019
Q1 		$277K Sell
5,150
-325
-6% -$16.6K 0.25% 90
2018
Q4 		$247K Sell
5,475
-14,975
-73% -$718K 0.25% 86
2018
Q3 		$1.05M Sell
20,450
-850
-4% -$41.3K 0.89% 55
2018
Q2 		$938K Sell
21,300
-11,820
-36% -$545K 0.84% 61
2018
Q1 		$1.52M Buy
33,120
+850
+3% +$42.3K 1.19% 27
2017
Q4 		$1.53M Sell
32,270
-600
-2% -$29.4K 1.21% 27
2017
Q3 		$1.59M Sell
32,870
-3,790
-10% -$189K 1.33% 23
2017
Q2 		$1.84M Sell
36,660
-565
-2% -$25.8K 1.56% 14
2017
Q1 		$1.66M Sell
37,225
-1,750
-4% -$72.9K 1.46% 22
2016
Q4 		$1.5M Buy
+38,975
New +$1.52M 1.28% 34
2016
Q2 		$1.59M Buy
+38,854
New +$1.55M 1.53% 21

Other funds holding ORCL

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Cascade Investment Advisors's ORCL Position: Q2 2026 in Review

Cascade Investment Advisors increased its Oracle (ORCL) stake by 7.4% in Q2 2026, buying an estimated $148K and bringing the position to 11,796 shares worth $1.73M. The position accounts for 0.94% of the portfolio, ranked #39.

Cascade Investment Advisors first reported a position in ORCL in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.05M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cascade Investment Advisors held 11,796 shares of Oracle worth $1.73M as of Q2 2026.
  • Cascade Investment Advisors bought 815 Oracle shares in Q2 2026, an estimated $148K.
  • Oracle made up 0.94% of Cascade Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Cascade Investment Advisors first reported a position in Oracle in Q2 2016 and has held it in 40 quarters since.
  • Cascade Investment Advisors's Oracle position peaked at $3.05M in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.