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Coastwise Capital Group’s Oracle ORCL Stock Holding History

Coastwise Capital Group’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 		$344K Buy
2,344
+258
+12% +$46.8K 0.2% 100
2026
Q1 		$307K Buy
+2,086
New +$339K 0.17% 105
2025
Q4 		– Sell
-938
Closed -$264K – 238
2025
Q3 		$264K Buy
938
+2
+0.2% +$509 0.19% 106
2025
Q2 		$205K Buy
+936
New +$151K 0.16% 119

Other funds holding ORCL

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Coastwise Capital Group's ORCL Position: Q2 2026 in Review

Coastwise Capital Group increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $46.8K and bringing the position to 2,344 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #100.

Coastwise Capital Group first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Coastwise Capital Group held 2,344 shares of Oracle worth $344K as of Q2 2026.
  • Coastwise Capital Group bought 258 Oracle shares in Q2 2026, an estimated $46.8K.
  • Oracle made up 0.2% of Coastwise Capital Group's portfolio in Q2 2026, its #100 holding.
  • Coastwise Capital Group first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.