Cerity Partners’s Oracle ORCL Stock Holding History

Cerity 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	$179M	Buy	1,223,064 +51,374	+4%	+$9.31M	0.22%	97
2026 Q1	$172M	Sell	1,171,690 -12,301	-1%	-$2M	0.24%	81
2025 Q4	$231M	Buy	1,183,991 +118,265	+11%	+$28.2M	0.34%	56
2025 Q3	$300M	Buy	1,065,726 +23,756	+2%	+$6.05M	0.49%	34
2025 Q2	$228M	Buy	1,041,970 +20,504	+2%	+$3.31M	0.41%	43
2025 Q1	$143M	Buy	1,021,466 +173,315	+20%	+$28.2M	0.29%	72
2024 Q4	$142M	Sell	848,151 -37,119	-4%	-$6.59M	0.31%	68
2024 Q3	$151M	Buy	885,270 +206,691	+30%	+$29.9M	0.33%	62
2024 Q2	$95.8M	Sell	678,579 -70,841	-9%	-$8.8M	0.25%	81
2024 Q1	$93.9M	Sell	749,420 -135,636	-15%	-$15.5M	0.25%	85
2023 Q4	$61M	Buy	885,056 +597,846	+208%	+$65.2M	0.2%	119
2023 Q3	$30.4M	Sell	287,210 -229,612	-44%	-$26.6M	0.15%	151
2023 Q2	$61.5M	Buy	516,822 +10,450	+2%	+$1.08M	0.24%	97
2023 Q1	$47.1M	Buy	506,372 +108,839	+27%	+$9.54M	0.11%	138
2022 Q4	$33.2M	Buy	397,533 +114,247	+40%	+$8.68M	0.21%	105
2022 Q3	$17.3M	Buy	283,286 +18,541	+7%	+$1.36M	0.21%	97
2022 Q2	$18.5M	Buy	264,745 +166,417	+169%	+$12.2M	0.2%	104
2022 Q1	$7.53M	Buy	98,328 +3,962	+4%	+$321K	0.12%	150
2021 Q4	$7.59M	Buy	94,366 +18,940	+25%	+$1.78M	0.12%	154
2021 Q3	$6.57M	Buy	75,426 +997	+1%	+$88.1K	0.14%	135
2021 Q2	$5.79M	Sell	74,429 -2,638	-3%	-$206K	0.13%	146
2021 Q1	$5.41M	Buy	77,067 +1,690	+2%	+$109K	0.13%	141
2020 Q4	$4.88M	Buy	75,377 +2,630	+4%	+$157K	0.16%	123
2020 Q3	$4.34M	Buy	72,747 +33,184	+84%	+$1.89M	0.18%	106
2020 Q2	$2.19M	Sell	39,563 -7,459	-16%	-$395K	0.12%	127
2020 Q1	$2.27M	Buy	47,022 +850	+2%	+$43.9K	0.14%	126
2019 Q4	$2.45M	Sell	46,172 -7,121	-13%	-$392K	0.12%	140
2019 Q3	$2.93M	Sell	53,293 -2,704	-5%	-$149K	0.17%	127
2019 Q2	$3.19M	Buy	55,997 +3,725	+7%	+$202K	0.2%	118
2019 Q1	$2.81M	Sell	52,272 -9,635	-16%	-$491K	0.19%	118
2018 Q4	$2.79M	Buy	61,907 +3,065	+5%	+$147K	0.19%	123
2018 Q3	$3.03M	Buy	58,842 +1,359	+2%	+$66K	0.21%	123
2018 Q2	$2.53M	Sell	57,483 -13,663	-19%	-$629K	0.19%	128
2018 Q1	$3.25M	Sell	71,146 -1,265	-2%	-$62.9K	0.25%	104
2017 Q4	$3.42M	Buy	72,411 +553	+0.8%	+$27.1K	0.23%	100
2017 Q3	$3.47M	Buy	+71,858	New	+$3.58M	0.25%	95
2017 Q2	–	Sell	-62,500	Closed	-$2.79M	–	417
2017 Q1	$2.79M	Buy	+62,500	New	+$2.6M	0.23%	86

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cerity Partners's ORCL Position: Q2 2026 in Review

Cerity Partners increased its Oracle (ORCL) stake by 4.4% in Q2 2026, buying an estimated $9.31M and bringing the position to 1,223,064 shares worth $179M. The position accounts for 0.22% of the portfolio, ranked #97.

Cerity Partners first reported a position in ORCL in Q1 2017 and has held it in 37 quarters since. The position peaked at $300M in Q3 2025. 3,212 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cerity Partners held 1,223,064 shares of Oracle worth $179M as of Q2 2026.
Cerity Partners bought 51,374 Oracle shares in Q2 2026, an estimated $9.31M.
Oracle made up 0.22% of Cerity Partners's portfolio in Q2 2026, its #97 holding.
Cerity Partners first reported a position in Oracle in Q1 2017 and has held it in 37 quarters since.
Cerity Partners's Oracle position peaked at $300M in Q3 2025.
3,212 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.