Colonial River Investments’s Oracle ORCL Stock Holding History

Colonial River Investments’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	$3.25M	Buy	22,192 +1,007	+5%	+$183K	0.93%	31
2026 Q1	$3.12M	Buy	21,185 +4,152	+24%	+$675K	1.12%	19
2025 Q4	$3.32M	Buy	17,033 +10,695	+169%	+$2.55M	1.18%	18
2025 Q3	$1.78M	Buy	6,338 +1,695	+37%	+$432K	0.66%	36
2025 Q2	$1.09M	Buy	4,643 +813	+21%	+$131K	0.47%	53
2025 Q1	$535K	Sell	3,830 -770	-17%	-$125K	0.29%	78
2024 Q4	$767K	Buy	+4,600	New	+$817K	0.37%	68
2023 Q1	–	Sell	-4,463	Closed	-$365K	–	205
2022 Q4	$365K	Sell	4,463 -317	-7%	-$24.1K	0.23%	108
2022 Q3	$292K	Sell	4,780 -75	-2%	-$5.49K	0.2%	122
2022 Q2	$339K	Buy	+4,855	New	+$355K	0.22%	120

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

Colonial River Investments's ORCL Position: Q2 2026 in Review

Colonial River Investments increased its Oracle (ORCL) stake by 4.8% in Q2 2026, buying an estimated $183K and bringing the position to 22,192 shares worth $3.25M. The position accounts for 0.93% of the portfolio, ranked #31.

Colonial River Investments first reported a position in ORCL in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.32M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Colonial River Investments held 22,192 shares of Oracle worth $3.25M as of Q2 2026.
Colonial River Investments bought 1,007 Oracle shares in Q2 2026, an estimated $183K.
Oracle made up 0.93% of Colonial River Investments's portfolio in Q2 2026, its #31 holding.
Colonial River Investments first reported a position in Oracle in Q2 2022 and has held it in 10 quarters since.
Colonial River Investments's Oracle position peaked at $3.32M in Q4 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.