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Castleview Partners’s Oracle ORCL Stock Holding History

Castleview 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 		$667K Sell
4,548
-219
-5% -$39.7K 0.29% 80
2026
Q1 		$701K Sell
4,767
-1,361
-22% -$221K 0.36% 66
2025
Q4 		$1.19M Buy
6,128
+134
+2% +$31.9K 0.59% 39
2025
Q3 		$1.69M Sell
5,994
-796
-12% -$203K 0.92% 26
2025
Q2 		$1.48M Sell
6,790
-47
-0.7% -$7.59K 0.95% 24
2025
Q1 		$956K Buy
6,837
+1,090
+19% +$177K 0.65% 36
2024
Q4 		$954K Buy
5,747
+702
+14% +$125K 0.51% 46
2024
Q3 		$860K Buy
5,045
+3,183
+171% +$461K 0.5% 45
2024
Q2 		$263K Buy
1,862
+1,376
+283% +$171K 0.15% 140
2024
Q1 		$61K Hold
486
– – 0.03% 328
2023
Q4 		$51.2K Hold
486
– – 0.04% 290
2023
Q3 		$51.5K Hold
486
– – 0.05% 249
2023
Q2 		$57.9K Hold
486
– – 0.05% 239
2023
Q1 		$45.2K Hold
486
– – 0.04% 276
2022
Q4 		$39.7K Hold
486
– – 0.04% 252
2022
Q3 		$30K Sell
486
-514
-51% -$37.6K 0.03% 298
2022
Q2 		$917 Buy
1,000
+414
+71% +$30.3K ﹤0.01% 696
2022
Q1 		$48K Sell
586
-53,571
-99% -$4.34M 0.03% 354
2021
Q4 		$621 Buy
+54,157
New +$5.08M 0.01% 477
2021
Q2 		$64K Buy
+821
New +$64.3K 0.03% 359

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

Castleview Partners's ORCL Position: Q2 2026 in Review

Castleview Partners reduced its Oracle (ORCL) stake by 4.6% in Q2 2026, selling an estimated $39.7K and leaving 4,548 shares worth $667K. The position accounts for 0.29% of the portfolio, ranked #80.

Castleview Partners first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.69M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Castleview Partners held 4,548 shares of Oracle worth $667K as of Q2 2026.
  • Castleview Partners sold 219 Oracle shares in Q2 2026, an estimated $39.7K.
  • Oracle made up 0.29% of Castleview Partners's portfolio in Q2 2026, its #80 holding.
  • Castleview Partners first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Oracle position peaked at $1.69M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.