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Cresset Asset Management’s Oracle ORCL Stock Holding History

Cresset Asset 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 		$14.7K Buy
+100
New +$18.1K ﹤0.01% 1739
2026
Q1 		– Sell
-100
Closed -$19.5K – 1749
2025
Q4 		$19.5K Hold
100
– – ﹤0.01% 1647
2025
Q3 		$28.1K Hold
100
– – ﹤0.01% 1547
2025
Q2 		$21.9K Buy
+100
New +$16.1K ﹤0.01% 1412
2025
Q1 		– Hold
0
– -$33.3K – 1821
2024
Q4 		– Sell
-100
Closed -$17.8K – 1692
2024
Q3 		$17K Hold
100
– – ﹤0.01% 2142
2024
Q2 		$14.1K Buy
+100
New +$12.4K ﹤0.01% 2073

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

Cresset Asset Management's ORCL Position: Q2 2026 in Review

Cresset Asset Management reduced its Oracle (ORCL) stake by 0.14% in Q2 2026, selling an estimated $137K and leaving 531,068 shares worth $77.8M. The position accounts for 0.28% of the portfolio, ranked #60.

Cresset Asset Management first reported a position in ORCL in Q4 2018 and has held it in 31 quarters since. The position peaked at $157M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cresset Asset Management held 531,068 shares of Oracle worth $77.8M as of Q2 2026.
  • Cresset Asset Management sold 758 Oracle shares in Q2 2026, an estimated $137K.
  • Oracle made up 0.28% of Cresset Asset Management's portfolio in Q2 2026, its #60 holding.
  • Cresset Asset Management first reported a position in Oracle in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Oracle position peaked at $157M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.