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Ervin Investment Management’s Oracle ORCL Stock Holding History

Ervin Investment 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 		$1.31M Sell
8,913
-197
-2% -$35.7K 0.71% 25
2026
Q1 		$1.34M Hold
9,110
– – 0.78% 23
2025
Q4 		$1.78M Sell
9,110
-701
-7% -$167K 0.99% 19
2025
Q3 		$2.76M Sell
9,811
-944
-9% -$240K 1.58% 16
2025
Q2 		$2.35M Sell
10,755
-540
-5% -$87.2K 1.47% 16
2025
Q1 		$1.58M Buy
11,295
+260
+2% +$42.3K 1.07% 19
2024
Q4 		$1.84M Sell
11,035
-625
-5% -$111K 1.19% 18
2024
Q3 		$1.99M Sell
11,660
-360
-3% -$52.1K 1.28% 16
2024
Q2 		$1.7M Sell
12,020
-360
-3% -$44.7K 1.18% 16
2024
Q1 		$1.56M Sell
12,380
-445
-3% -$50.9K 1.09% 17
2023
Q4 		$1.36M Hold
12,825
– – 1.04% 18
2023
Q3 		$1.36M Sell
12,825
-675
-5% -$78.1K 1.14% 18
2023
Q2 		$1.61M Sell
13,500
-645
-5% -$66.7K 1.29% 16
2023
Q1 		$1.28M Sell
14,145
-3,520
-20% -$309K 1.12% 20
2022
Q4 		$1.44M Sell
17,665
-150
-0.8% -$11.4K 1.31% 17
2022
Q3 		$1.09M Sell
17,815
-300
-2% -$22K 1.08% 20
2022
Q2 		$1.25M Sell
18,115
-615
-3% -$45K 1.16% 20
2022
Q1 		$1.56M Sell
18,730
-30
-0.2% -$2.43K 1.19% 17
2021
Q4 		$1.64M Buy
+18,760
New +$1.76M 1.31% 17

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Ervin Investment Management's ORCL Position: Q2 2026 in Review

Ervin Investment Management reduced its Oracle (ORCL) stake by 2.2% in Q2 2026, selling an estimated $35.7K and leaving 8,913 shares worth $1.31M. The position accounts for 0.71% of the portfolio, ranked #25.

Ervin Investment Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ervin Investment Management held 8,913 shares of Oracle worth $1.31M as of Q2 2026.
  • Ervin Investment Management sold 197 Oracle shares in Q2 2026, an estimated $35.7K.
  • Oracle made up 0.71% of Ervin Investment Management's portfolio in Q2 2026, its #25 holding.
  • Ervin Investment Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Ervin Investment Management's Oracle position peaked at $2.76M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.