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CX Institutional’s Oracle ORCL Stock Holding History

CX Institutional’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 		$2.33M Sell
15,908
-736
-4% -$133K 0.07% 231
2026
Q1 		$2.45M Buy
16,644
+931
+6% +$151K 0.07% 232
2025
Q4 		$3.06M Sell
15,713
-351
-2% -$83.6K 0.09% 170
2025
Q3 		$4.52M Sell
16,064
-798
-5% -$203K 0.14% 151
2025
Q2 		$3.69M Buy
16,862
+748
+5% +$121K 0.13% 155
2025
Q1 		$2.25M Buy
16,114
+737
+5% +$120K 0.09% 188
2024
Q4 		$2.56M Buy
15,377
+547
+4% +$97.2K 0.1% 161
2024
Q3 		$2.53M Sell
14,830
-22,722
-61% -$3.29M 0.11% 181
2024
Q2 		$5.3M Sell
37,552
-1,240
-3% -$154K 0.25% 102
2024
Q1 		$4.87M Buy
38,792
+24,737
+176% +$2.83M 0.23% 102
2023
Q4 		$1.48M Sell
14,055
-73
-0.5% -$7.97K 0.08% 209
2023
Q3 		$1.5M Sell
14,128
-37
-0.3% -$4.28K 0.08% 210
2023
Q2 		$1.69M Sell
14,165
-79
-0.6% -$8.17K 0.09% 227
2023
Q1 		$1.33M Sell
14,244
-36,938
-72% -$3.24M 0.07% 257
2022
Q4 		$4.18M Buy
51,182
+13,544
+36% +$1.03M 0.25% 103
2022
Q3 		$2.3M Buy
37,638
+30,131
+401% +$2.21M 0.16% 158
2022
Q2 		$524K Sell
7,507
-761
-9% -$55.7K 0.04% 329
2022
Q1 		$684K Buy
8,268
+630
+8% +$51K 0.05% 250
2021
Q4 		$666K Sell
7,638
-24,664
-76% -$2.32M 0.05% 227
2021
Q3 		$2.81M Sell
32,302
-1,042
-3% -$92K 0.23% 113
2021
Q2 		$2.6M Sell
33,344
-4,708
-12% -$369K 0.21% 113
2021
Q1 		$2.67M Sell
38,052
-48,327
-56% -$3.13M 0.24% 104
2020
Q4 		$5.59M Sell
86,379
-19,818
-19% -$1.18M 0.54% 46
2020
Q3 		$6.34M Buy
106,197
+13,746
+15% +$781K 0.68% 42
2020
Q2 		$5.11M Buy
92,451
+12,898
+16% +$683K 0.67% 34
2020
Q1 		$3.85M Buy
79,553
+53,659
+207% +$2.77M 0.63% 36
2019
Q4 		$1.37M Buy
25,894
+21,164
+447% +$1.17M 0.24% 87
2019
Q3 		$260K Buy
4,730
+31
+0.7% +$1.71K 0.04% 201
2019
Q2 		$268K Buy
4,699
+1,080
+30% +$58.4K 0.04% 201
2019
Q1 		$194K Buy
3,619
+1,945
+116% +$99.1K 0.03% 216
2018
Q4 		$76K Buy
1,674
+1,551
+1,261% +$74.3K 0.02% 224
2018
Q3 		$6K Hold
123
– – ﹤0.01% 287
2018
Q2 		$5K Buy
+123
New +$5.67K ﹤0.01% 268

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CX Institutional's ORCL Position: Q2 2026 in Review

CX Institutional reduced its Oracle (ORCL) stake by 4.4% in Q2 2026, selling an estimated $133K and leaving 15,908 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #231.

CX Institutional first reported a position in ORCL in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.34M in Q3 2020. 821 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CX Institutional held 15,908 shares of Oracle worth $2.33M as of Q2 2026.
  • CX Institutional sold 736 Oracle shares in Q2 2026, an estimated $133K.
  • Oracle made up 0.07% of CX Institutional's portfolio in Q2 2026, its #231 holding.
  • CX Institutional first reported a position in Oracle in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Oracle position peaked at $6.34M in Q3 2020.
  • 821 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.