Congress Asset Management’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 | $828K | Sell |
5,649
-838
| -13% | -$152K | 0.01% | 312 |
|
|
2026
Q1 | $954K | Sell |
6,487
-90,490
| -93% | -$14.7M | 0.01% | 339 |
|
|
2025
Q4 | $18.9M | Sell |
96,977
-9,169
| -9% | -$2.18M | 0.13% | 147 |
|
|
2025
Q3 | $29.9M | Sell |
106,146
-1,830
| -2% | -$466K | 0.2% | 126 |
|
|
2025
Q2 | $23.6M | Sell |
107,976
-169
| -0.2% | -$27.3K | 0.16% | 129 |
|
|
2025
Q1 | $15.1M | Sell |
108,145
-1,950
| -2% | -$317K | 0.11% | 154 |
|
|
2024
Q4 | $18.3M | Buy |
110,095
+2,654
| +2% | +$471K | 0.12% | 140 |
|
|
2024
Q3 | $18.3M | Buy |
107,441
+1,358
| +1% | +$197K | 0.12% | 135 |
|
|
2024
Q2 | $15M | Sell |
106,083
-1,404
| -1% | -$174K | 0.11% | 145 |
|
|
2024
Q1 | $13.5M | Buy |
107,487
+13,329
| +14% | +$1.53M | 0.1% | 151 |
|
|
2023
Q4 | $9.93M | Sell |
94,158
-19,644
| -17% | -$2.14M | 0.08% | 176 |
|
|
2023
Q3 | $12.1M | Buy |
113,802
+2,454
| +2% | +$284K | 0.11% | 150 |
|
|
2023
Q2 | $13.3M | Buy |
111,348
+108,358
| +3,624% | +$11.2M | 0.12% | 151 |
|
|
2023
Q1 | $278K | Hold |
2,990
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $244K | Buy |
+2,990
| New | +$227K | ﹤0.01% | 369 |
|
|
2022
Q3 | – | Sell |
-2,990
| Closed | -$209K | – | 377 |
|
|
2022
Q2 | $209K | Sell |
2,990
-27
| -0.9% | -$1.98K | ﹤0.01% | 362 |
|
|
2022
Q1 | $250K | Sell |
3,017
-32
| -1% | -$2.59K | ﹤0.01% | 355 |
|
|
2021
Q4 | $266K | Sell |
3,049
-15
| -0.5% | -$1.41K | ﹤0.01% | 358 |
|
|
2021
Q3 | $267K | Hold |
3,064
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $239K | Buy |
3,064
+27
| +0.9% | +$2.11K | ﹤0.01% | 353 |
|
|
2021
Q1 | $213K | Sell |
3,037
-1,697
| -36% | -$110K | ﹤0.01% | 351 |
|
|
2020
Q4 | $306K | Buy |
4,734
+83
| +2% | +$4.94K | ﹤0.01% | 330 |
|
|
2020
Q3 | $278K | Sell |
4,651
-148
| -3% | -$8.41K | ﹤0.01% | 318 |
|
|
2020
Q2 | $265K | Buy |
4,799
+329
| +7% | +$17.4K | ﹤0.01% | 311 |
|
|
2020
Q1 | $216K | Hold |
4,470
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $237K | Buy |
4,470
+71
| +2% | +$3.91K | ﹤0.01% | 338 |
|
|
2019
Q3 | $242K | Hold |
4,399
| – | – | ﹤0.01% | 338 |
|
|
2019
Q2 | $251K | Sell |
4,399
-91
| -2% | -$4.92K | ﹤0.01% | 341 |
|
|
2019
Q1 | $241K | Hold |
4,490
| – | – | ﹤0.01% | 346 |
|
|
2018
Q4 | $203K | Hold |
4,490
| – | – | ﹤0.01% | 359 |
|
|
2018
Q3 | $232K | Buy |
+4,490
| New | +$218K | ﹤0.01% | 359 |
|
|
2018
Q1 | – | Sell |
-4,400
| Closed | -$208K | – | 393 |
|
|
2017
Q4 | $208K | Buy |
4,400
+5
| +0.1% | +$245 | ﹤0.01% | 370 |
|
|
2017
Q3 | $212K | Buy |
4,395
+200
| +5% | +$9.95K | ﹤0.01% | 381 |
|
|
2017
Q2 | $210K | Buy |
+4,195
| New | +$191K | ﹤0.01% | 252 |
|
|
2013
Q3 | – | Sell |
-9,298
| Closed | -$286K | – | 228 |
|
|
2013
Q2 | $286K | Buy |
+9,298
| New | +$309K | 0.01% | 205 |
|
Other funds holding ORCL
FWIA
ATO
CRM
UBP
Congress Asset Management's ORCL Position: Q2 2026 in Review
Congress Asset Management reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $152K and leaving 5,649 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #312.
Congress Asset Management first reported a position in ORCL in Q2 2013 and has held it in 35 quarters since. The position peaked at $29.9M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Congress Asset Management held 5,649 shares of Oracle worth $828K as of Q2 2026.
- Congress Asset Management sold 838 Oracle shares in Q2 2026, an estimated $152K.
- Oracle made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #312 holding.
- Congress Asset Management first reported a position in Oracle in Q2 2013 and has held it in 35 quarters since.
- Congress Asset Management's Oracle position peaked at $29.9M in Q3 2025.
- 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.