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Copeland Capital Management’s Oracle ORCL Stock Holding History

Copeland 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 		$8.82M Buy
60,209
+29,230
+94% +$5.3M 0.18% 121
2026
Q1 		$4.56M Buy
+30,979
New +$5.04M 0.1% 122
2016
Q1 		– Sell
-308,929
Closed -$11.3M – 167
2015
Q4 		$11.3M Buy
+308,929
New +$11.8M 0.64% 69

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Copeland Capital Management increased its Oracle (ORCL) stake by 94% in Q2 2026, buying an estimated $5.3M and bringing the position to 60,209 shares worth $8.82M. The position accounts for 0.18% of the portfolio, ranked #121.

Copeland Capital Management first reported a position in ORCL in Q4 2015 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2015. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Copeland Capital Management held 60,209 shares of Oracle worth $8.82M as of Q2 2026.
  • Copeland Capital Management bought 29,230 Oracle shares in Q2 2026, an estimated $5.3M.
  • Oracle made up 0.18% of Copeland Capital Management's portfolio in Q2 2026, its #121 holding.
  • Copeland Capital Management first reported a position in Oracle in Q4 2015 and has held it in 3 quarters since.
  • Copeland Capital Management's Oracle position peaked at $11.3M in Q4 2015.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.