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Curbstone Financial Management Corp’s Oracle ORCL Stock Holding History

Curbstone Financial Management Corp’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 		$1.5M Buy
10,256
+150
+1% +$27.2K 0.26% 88
2026
Q1 		$1.49M Sell
10,106
-50
-0.5% -$8.13K 0.28% 77
2025
Q4 		$1.98M Sell
10,156
-490
-5% -$117K 0.38% 63
2025
Q3 		$2.99M Sell
10,646
-390
-4% -$99.3K 0.58% 43
2025
Q2 		$2.41M Buy
11,036
+800
+8% +$129K 0.5% 51
2025
Q1 		$1.43M Sell
10,236
-550
-5% -$89.5K 0.3% 80
2024
Q4 		$1.8M Sell
10,786
-616
-5% -$109K 0.38% 65
2024
Q3 		$1.94M Sell
11,402
-180
-2% -$26.1K 0.42% 60
2024
Q2 		$1.64M Sell
11,582
-68
-0.6% -$8.44K 0.36% 70
2024
Q1 		$1.46M Sell
11,650
-350
-3% -$40.1K 0.32% 83
2023
Q4 		$1.27M Sell
12,000
-200
-2% -$21.8K 0.29% 85
2023
Q3 		$1.29M Sell
12,200
-200
-2% -$23.1K 0.32% 80
2023
Q2 		$1.48M Sell
12,400
-1,350
-10% -$140K 0.35% 77
2023
Q1 		$1.28M Hold
13,750
– – 0.31% 79
2022
Q4 		$1.12M Sell
13,750
-150
-1% -$11.4K 0.28% 90
2022
Q3 		$849K Sell
13,900
-24
-0.2% -$1.76K 0.21% 108
2022
Q2 		$973K Sell
13,924
-3,600
-21% -$264K 0.23% 103
2022
Q1 		$1.45M Sell
17,524
-100
-0.6% -$8.1K 0.27% 90
2021
Q4 		$1.54M Hold
17,624
– – 0.27% 91
2021
Q3 		$1.54M Sell
17,624
-196
-1% -$17.3K 0.29% 84
2021
Q2 		$1.39M Hold
17,820
– – 0.26% 94
2021
Q1 		$1.25M Hold
17,820
– – 0.25% 98
2020
Q4 		$1.15M Sell
17,820
-776
-4% -$46.2K 0.24% 99
2020
Q3 		$1.11M Buy
18,596
+2,250
+14% +$128K 0.27% 95
2020
Q2 		$903K Buy
16,346
+4,100
+33% +$217K 0.23% 101
2020
Q1 		$592K Sell
12,246
-1,750
-13% -$90.3K 0.18% 128
2019
Q4 		$742K Buy
13,996
+700
+5% +$38.5K 0.18% 135
2019
Q3 		$732K Hold
13,296
– – 0.19% 128
2019
Q2 		$757K Buy
13,296
+300
+2% +$16.2K 0.2% 122
2019
Q1 		$698K Buy
12,996
+62
+0.5% +$3.16K 0.19% 132
2018
Q4 		$584K Hold
12,934
– – 0.17% 133
2018
Q3 		$667K Hold
12,934
– – 0.17% 136
2018
Q2 		$570K Buy
12,934
+400
+3% +$18.4K 0.16% 143
2018
Q1 		$573K Buy
12,534
+6,267
+100% +$312K 0.16% 141
2017
Q4 		$296K Sell
6,267
-6,867
-52% -$337K 0.16% 140
2017
Q3 		$635K Buy
13,134
+6,717
+105% +$334K 0.18% 134
2017
Q2 		$322K Buy
6,417
+600
+10% +$27.3K 0.19% 131
2017
Q1 		$259K Sell
5,817
-300
-5% -$12.5K 0.16% 144
2016
Q4 		$235K Sell
6,117
-6,463
-51% -$253K 0.15% 145
2016
Q3 		$494K Hold
12,580
– – 0.16% 146
2016
Q2 		$515K Buy
12,580
+450
+4% +$18K 0.17% 133
2016
Q1 		$496K Sell
12,130
-218
-2% -$8.07K 0.17% 137
2015
Q4 		$451K Buy
12,348
+6,174
+100% +$236K 0.15% 136
2015
Q3 		$223K Hold
6,174
– – 0.16% 141
2015
Q2 		$249K Sell
6,174
-394
-6% -$17.1K 0.17% 141
2015
Q1 		$283K Buy
6,568
+200
+3% +$8.67K 0.19% 129
2014
Q4 		$286K Buy
6,368
+360
+6% +$14.7K 0.22% 107
2014
Q3 		$230K Hold
6,008
– – 0.18% 124
2014
Q2 		$244K Sell
6,008
-100
-2% -$4.12K 0.19% 116
2014
Q1 		$250K Buy
+6,108
New +$232K 0.2% 112

Other funds holding ORCL

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Curbstone Financial Management Corp's ORCL Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Oracle (ORCL) stake by 1.5% in Q2 2026, buying an estimated $27.2K and bringing the position to 10,256 shares worth $1.5M. The position accounts for 0.26% of the portfolio, ranked #88.

Curbstone Financial Management Corp first reported a position in ORCL in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.99M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Curbstone Financial Management Corp held 10,256 shares of Oracle worth $1.5M as of Q2 2026.
  • Curbstone Financial Management Corp bought 150 Oracle shares in Q2 2026, an estimated $27.2K.
  • Oracle made up 0.26% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #88 holding.
  • Curbstone Financial Management Corp first reported a position in Oracle in Q1 2014 and has held it in 50 quarters since.
  • Curbstone Financial Management Corp's Oracle position peaked at $2.99M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.