CS
ORCL icon

Crescent Sterling’s Oracle ORCL Stock Holding History

Crescent Sterling’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 		$360K Sell
2,455
-123
-5% -$22.3K 0.32% 70
2026
Q1 		$379K Sell
2,578
-129
-5% -$21K 0.37% 55
2025
Q4 		$528K Sell
2,707
-321
-11% -$76.4K 0.54% 48
2025
Q3 		$852K Buy
3,028
+103
+4% +$26.2K 0.9% 33
2025
Q2 		$640K Buy
2,925
+924
+46% +$149K 0.72% 41
2025
Q1 		$280K Buy
+2,001
New +$326K 0.29% 66

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

Crescent Sterling's ORCL Position: Q2 2026 in Review

Crescent Sterling reduced its Oracle (ORCL) stake by 4.8% in Q2 2026, selling an estimated $22.3K and leaving 2,455 shares worth $360K. The position accounts for 0.32% of the portfolio, ranked #70.

Crescent Sterling first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $852K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Crescent Sterling held 2,455 shares of Oracle worth $360K as of Q2 2026.
  • Crescent Sterling sold 123 Oracle shares in Q2 2026, an estimated $22.3K.
  • Oracle made up 0.32% of Crescent Sterling's portfolio in Q2 2026, its #70 holding.
  • Crescent Sterling first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Crescent Sterling's Oracle position peaked at $852K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.