Coerente Capital Management’s Oracle ORCL Stock Holding History

Coerente Capital 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	$596K	Sell	4,070 -330	-8%	-$59.8K	0.11%	35
2026 Q1	$647K	Sell	4,400 -900	-17%	-$146K	0.12%	34
2025 Q4	$1.03M	Buy	5,300 +3,970	+298%	+$945K	0.19%	32
2025 Q3	$374K	Sell	1,330 -80	-6%	-$20.4K	0.07%	36
2025 Q2	$308K	Buy	+1,410	New	+$228K	0.06%	37
2025 Q1	–	Sell	-1,535	Closed	-$256K	–	42
2024 Q4	$256K	Hold	1,535	–	–	0.05%	40
2024 Q3	$262K	Sell	1,535 -25	-2%	-$3.62K	0.05%	43
2024 Q2	$220K	Sell	1,560 -100	-6%	-$12.4K	0.04%	44
2024 Q1	$209K	Sell	1,660 -265	-14%	-$30.3K	0.04%	45
2023 Q4	$203K	Buy	+1,925	New	+$210K	0.04%	41

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Coerente Capital Management's ORCL Position: Q2 2026 in Review

Coerente Capital Management reduced its Oracle (ORCL) stake by 7.5% in Q2 2026, selling an estimated $59.8K and leaving 4,070 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #35.

Coerente Capital Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Coerente Capital Management held 4,070 shares of Oracle worth $596K as of Q2 2026.
Coerente Capital Management sold 330 Oracle shares in Q2 2026, an estimated $59.8K.
Oracle made up 0.11% of Coerente Capital Management's portfolio in Q2 2026, its #35 holding.
Coerente Capital Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Coerente Capital Management's Oracle position peaked at $1.03M in Q4 2025.
1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.