Clean Yield Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $234K | Hold |
1,597
| – | – | 0.06% | 137 |
|
|
2026
Q1 | $235K | Sell |
1,597
-1
| -0.1% | -$163 | 0.07% | 127 |
|
|
2025
Q4 | $311K | Hold |
1,598
| – | – | 0.09% | 114 |
|
|
2025
Q3 | $449K | Hold |
1,598
| – | – | 0.13% | 98 |
|
|
2025
Q2 | $349K | Hold |
1,598
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $223K | Hold |
1,598
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $266K | Hold |
1,598
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $272K | Buy |
1,598
+46
| +3% | +$6.66K | 0.09% | 119 |
|
|
2024
Q2 | $219K | Hold |
1,552
| – | – | 0.08% | 119 |
|
|
2024
Q1 | $195K | Hold |
1,552
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $164K | Hold |
1,552
| – | – | 0.07% | 133 |
|
|
2023
Q3 | $170K | Hold |
1,552
| – | – | 0.08% | 125 |
|
|
2023
Q2 | $185K | Sell |
1,552
-200
| -11% | -$20.7K | 0.08% | 121 |
|
|
2023
Q1 | $163K | Sell |
1,752
-200
| -10% | -$17.5K | 0.07% | 137 |
|
|
2022
Q4 | $160K | Hold |
1,952
| – | – | 0.07% | 145 |
|
|
2022
Q3 | $119K | Hold |
1,952
| – | – | 0.06% | 164 |
|
|
2022
Q2 | $136K | Hold |
1,952
| – | – | 0.06% | 159 |
|
|
2022
Q1 | $161K | Sell |
1,952
-180
| -8% | -$14.6K | 0.06% | 161 |
|
|
2021
Q4 | $186K | Sell |
2,132
-97
| -4% | -$9.11K | 0.06% | 159 |
|
|
2021
Q3 | $194K | Buy |
2,229
+966
| +76% | +$85.3K | 0.06% | 157 |
|
|
2021
Q2 | $98K | Buy |
+1,263
| New | +$98.9K | 0.03% | 206 |
|
|
2021
Q1 | – | Sell |
-986
| Closed | -$64K | – | 307 |
|
|
2020
Q4 | $64K | Sell |
986
-34
| -3% | -$2.02K | 0.02% | 231 |
|
|
2020
Q3 | $61K | Buy |
1,020
+68
| +7% | +$3.86K | 0.02% | 210 |
|
|
2020
Q2 | $53K | Hold |
952
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $46K | Sell |
952
-859
| -47% | -$44.3K | 0.02% | 210 |
|
|
2019
Q4 | $96K | Hold |
1,811
| – | – | 0.03% | 185 |
|
|
2019
Q3 | $100K | Buy |
1,811
+951
| +111% | +$52.5K | 0.03% | 175 |
|
|
2019
Q2 | $49K | Buy |
860
+568
| +195% | +$30.7K | 0.02% | 207 |
|
|
2019
Q1 | $16K | Sell |
292
-2,041
| -87% | -$104K | 0.01% | 256 |
|
|
2018
Q4 | $105K | Buy |
+2,333
| New | +$112K | 0.05% | 154 |
|
|
2017
Q2 | – | Sell |
-2,934
| Closed | -$131K | – | 227 |
|
|
2017
Q1 | $131K | Buy |
+2,934
| New | +$122K | 0.06% | 142 |
|
|
2016
Q4 | – | Sell |
-3,293
| Closed | -$129K | – | 234 |
|
|
2016
Q3 | $129K | Buy |
3,293
+99
| +3% | +$4.03K | 0.06% | 141 |
|
|
2016
Q2 | $131K | Hold |
3,194
| – | – | 0.06% | 138 |
|
|
2016
Q1 | $132K | Buy |
+3,194
| New | +$118K | 0.06% | 139 |
|
|
2015
Q2 | – | Sell |
-3,344
| Closed | -$144K | – | 239 |
|
|
2015
Q1 | $144K | Buy |
+3,344
| New | +$145K | 0.06% | 136 |
|
Other funds holding ORCL
Clean Yield Group's ORCL Position: Q2 2026 in Review
Clean Yield Group held its Oracle (ORCL) position steady in Q2 2026 at 1,597 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #137.
Clean Yield Group first reported a position in ORCL in Q1 2015 and has held it in 35 quarters since. The position peaked at $449K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Clean Yield Group held 1,597 shares of Oracle worth $234K as of Q2 2026.
- Clean Yield Group left its Oracle share count unchanged in Q2 2026.
- Oracle made up 0.06% of Clean Yield Group's portfolio in Q2 2026, its #137 holding.
- Clean Yield Group first reported a position in Oracle in Q1 2015 and has held it in 35 quarters since.
- Clean Yield Group's Oracle position peaked at $449K in Q3 2025.
- 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.