Cypress Asset Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$220K Hold
1,599
– – 0.04% 103
2026
Q2
$234K Hold
1,599
– – 0.05% 104
2026
Q1
$235K Hold
1,599
– – 0.05% 101
2025
Q4
$312K Hold
1,599
– – 0.07% 95
2025
Q3
$450K Sell
1,599
-56
-3% -$14.3K 0.1% 90
2025
Q2
$362K Hold
1,655
– – 0.09% 94
2025
Q1
$231K Buy
1,655
+325
+24% +$52.9K 0.06% 107
2024
Q4
$276K Sell
1,330
-325
-20% -$57.7K 0.07% 100
2024
Q3
$282K Buy
1,655
+325
+24% +$47.1K 0.07% 97
2024
Q2
$236K Hold
1,330
– – 0.06% 97
2024
Q1
$208K Buy
+1,330
New +$152K 0.06% 109

Other funds holding ORCL

Cypress Asset Management's ORCL Position: Q3 2026 in Review

Cypress Asset Management held its Oracle (ORCL) position steady in Q3 2026 at 1,599 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #103.

Cypress Asset Management first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $450K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Cypress Asset Management held 1,599 shares of Oracle worth $220K as of Q3 2026.
  • Cypress Asset Management left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.04% of Cypress Asset Management's portfolio in Q3 2026, its #103 holding.
  • Cypress Asset Management first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
  • Cypress Asset Management's Oracle position peaked at $450K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Cypress Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.