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Citadel Investment Advisory’s Oracle ORCL Stock Holding History

Citadel 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 		$3.28M Hold
22,366
– – 1.49% 14
2026
Q1 		$3.29M Sell
22,366
-784
-3% -$127K 1.57% 13
2025
Q4 		$4.51M Hold
23,150
– – 1.95% 11
2025
Q3 		$6.51M Hold
23,150
– – 2.99% 7
2025
Q2 		$5.06M Sell
23,150
-831
-3% -$134K 2.45% 9
2025
Q1 		$3.35M Buy
23,981
+1,150
+5% +$187K 1.65% 14
2024
Q4 		$3.81M Buy
22,831
+264
+1% +$46.9K 1.97% 8
2024
Q3 		$3.85M Buy
22,567
+375
+2% +$54.3K 2.02% 9
2024
Q2 		$3.13M Hold
22,192
– – 1.78% 9
2024
Q1 		$2.79M Hold
22,192
– – 1.57% 16
2023
Q4 		$2.34M Hold
22,192
– – 1.43% 16
2023
Q3 		$2.35M Sell
22,192
-50
-0.2% -$5.79K 1.54% 15
2023
Q2 		$2.65M Sell
22,242
-550
-2% -$56.9K 1.71% 12
2023
Q1 		$2.12M Buy
22,792
+300
+1% +$26.3K 1.44% 18
2022
Q4 		$1.84M Sell
22,492
-200
-0.9% -$15.2K 1.26% 20
2022
Q3 		$1.39M Sell
22,692
-400
-2% -$29.3K 1.06% 21
2022
Q2 		$1.61M Sell
23,092
-475
-2% -$34.8K 1.09% 21
2022
Q1 		$1.95M Sell
23,567
-257
-1% -$20.8K 1.13% 21
2021
Q4 		$2.08M Sell
23,824
-85
-0.4% -$7.98K 1.22% 21
2021
Q3 		$2.08M Hold
23,909
– – 1.29% 20
2021
Q2 		$1.86M Sell
23,909
-400
-2% -$31.3K 1.15% 22
2021
Q1 		$1.71M Sell
24,309
-70
-0.3% -$4.53K 1.12% 22
2020
Q4 		$1.58M Buy
+24,379
New +$1.45M 1.13% 23

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

Citadel Investment Advisory's ORCL Position: Q2 2026 in Review

Citadel Investment Advisory held its Oracle (ORCL) position steady in Q2 2026 at 22,366 shares worth $3.28M. The position accounts for 1.49% of the portfolio, ranked #14.

Citadel Investment Advisory first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.51M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Citadel Investment Advisory held 22,366 shares of Oracle worth $3.28M as of Q2 2026.
  • Citadel Investment Advisory left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 1.49% of Citadel Investment Advisory's portfolio in Q2 2026, its #14 holding.
  • Citadel Investment Advisory first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's Oracle position peaked at $6.51M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.