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Elm Partners Management’s Oracle ORCL Stock Holding History

Elm Partners Management’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 		$426K Buy
2,904
+14
+0.5% +$2.54K 0.02% 113
2026
Q1 		$401K Sell
2,890
-2
-0.1% -$325 0.02% 109
2025
Q4 		$564K Hold
2,892
– – 0.03% 90
2025
Q3 		$813K Buy
+2,892
New +$736K 0.04% 78

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

Elm Partners Management's ORCL Position: Q2 2026 in Review

Elm Partners Management increased its Oracle (ORCL) stake by 0.48% in Q2 2026, buying an estimated $2.54K and bringing the position to 2,904 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #113.

Elm Partners Management first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $813K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Elm Partners Management held 2,904 shares of Oracle worth $426K as of Q2 2026.
  • Elm Partners Management bought 14 Oracle shares in Q2 2026, an estimated $2.54K.
  • Oracle made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #113 holding.
  • Elm Partners Management first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Elm Partners Management's Oracle position peaked at $813K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.