Ellenbecker Investment Group’s Oracle ORCL Stock Holding History

Ellenbecker Investment Group’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	$480K	Buy	3,277 +2	+0.1%	+$362	0.06%	84
2026 Q1	$482K	Buy	3,275 +185	+6%	+$30.1K	0.06%	79
2025 Q4	$602K	Buy	3,090 +1,458	+89%	+$347K	0.08%	64
2025 Q3	$459K	Buy	1,632 +1	+0.1%	+$255	0.07%	76
2025 Q2	$357K	Buy	1,631 +45	+3%	+$7.27K	0.06%	83
2025 Q1	$222K	Buy	1,586 +101	+7%	+$16.4K	0.04%	106
2024 Q4	$248K	Buy	1,485 +2	+0.1%	+$355	0.04%	105
2024 Q3	$253K	Buy	1,483 +2	+0.1%	+$290	0.05%	98
2024 Q2	$209K	Buy	+1,481	New	+$184K	0.04%	116

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

Ellenbecker Investment Group's ORCL Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Oracle (ORCL) stake by 0.06% in Q2 2026, buying an estimated $362 and bringing the position to 3,277 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #84.

Ellenbecker Investment Group first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $602K in Q4 2025. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Ellenbecker Investment Group held 3,277 shares of Oracle worth $480K as of Q2 2026.
Ellenbecker Investment Group bought 2 Oracle shares in Q2 2026, an estimated $362.
Oracle made up 0.06% of Ellenbecker Investment Group's portfolio in Q2 2026, its #84 holding.
Ellenbecker Investment Group first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Ellenbecker Investment Group's Oracle position peaked at $602K in Q4 2025.
1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.