Cromwell Holdings’s Oracle ORCL Stock Holding History

Cromwell Holdings’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	$790K	Buy	5,391 +782	+17%	+$142K	0.35%	53
2026 Q1	$678K	Buy	4,609 +221	+5%	+$35.9K	0.38%	40
2025 Q4	$855K	Hold	4,388	–	–	0.47%	31
2025 Q3	$1.23M	Hold	4,388	–	–	0.66%	20
2025 Q2	$959K	Sell	4,388 -90	-2%	-$14.5K	0.58%	22
2025 Q1	$626K	Hold	4,478	–	–	0.4%	40
2024 Q4	$746K	Hold	4,478	–	–	0.43%	32
2024 Q3	$763K	Buy	4,478 +93	+2%	+$13.5K	0.49%	30
2024 Q2	$619K	Buy	+4,385	New	+$545K	0.37%	42

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

Cromwell Holdings's ORCL Position: Q2 2026 in Review

Cromwell Holdings increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $142K and bringing the position to 5,391 shares worth $790K. The position accounts for 0.35% of the portfolio, ranked #53.

Cromwell Holdings first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cromwell Holdings held 5,391 shares of Oracle worth $790K as of Q2 2026.
Cromwell Holdings bought 782 Oracle shares in Q2 2026, an estimated $142K.
Oracle made up 0.35% of Cromwell Holdings's portfolio in Q2 2026, its #53 holding.
Cromwell Holdings first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Oracle position peaked at $1.23M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.