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Chatterton & Associates’s Oracle ORCL Stock Holding History

Chatterton & Associates’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 		$281K Sell
1,947
-351
-15% -$63.6K 0.17% 84
2026
Q1 		$317K Buy
+2,298
New +$374K 0.22% 71

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Chatterton & Associates's ORCL Position: Q2 2026 in Review

Chatterton & Associates reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $63.6K and leaving 1,947 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #84.

Chatterton & Associates first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $317K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Chatterton & Associates held 1,947 shares of Oracle worth $281K as of Q2 2026.
  • Chatterton & Associates sold 351 Oracle shares in Q2 2026, an estimated $63.6K.
  • Oracle made up 0.17% of Chatterton & Associates's portfolio in Q2 2026, its #84 holding.
  • Chatterton & Associates first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • Chatterton & Associates's Oracle position peaked at $317K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.