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Clark Asset Management’s Oracle ORCL Stock Holding History

Clark Asset Management’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 		$383K Sell
2,616
-178
-6% -$32.3K 0.03% 181
2026
Q1 		$411K Buy
2,794
+219
+9% +$35.6K 0.04% 143
2025
Q4 		$502K Buy
2,575
+472
+22% +$112K 0.05% 121
2025
Q3 		$591K Buy
2,103
+319
+18% +$81.2K 0.07% 107
2025
Q2 		$390K Sell
1,784
-76
-4% -$12.3K 0.05% 124
2025
Q1 		$260K Buy
1,860
+441
+31% +$71.8K 0.04% 127
2024
Q4 		$236K Sell
1,419
-310
-18% -$55.1K 0.04% 123
2024
Q3 		$295K Buy
+1,729
New +$250K 0.06% 93

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

Clark Asset Management's ORCL Position: Q2 2026 in Review

Clark Asset Management reduced its Oracle (ORCL) stake by 6.4% in Q2 2026, selling an estimated $32.3K and leaving 2,616 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #181.

Clark Asset Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $591K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Clark Asset Management held 2,616 shares of Oracle worth $383K as of Q2 2026.
  • Clark Asset Management sold 178 Oracle shares in Q2 2026, an estimated $32.3K.
  • Oracle made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #181 holding.
  • Clark Asset Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Clark Asset Management's Oracle position peaked at $591K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.