EI
ORCL icon

Ethic Inc’s Oracle ORCL Stock Holding History

Ethic Inc’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 		$34.5M Buy
235,570
+20,715
+10% +$3.75M 0.43% 32
2026
Q1 		$31.6M Buy
214,855
+5,561
+3% +$904K 0.5% 23
2025
Q4 		$40.8M Buy
209,294
+11,315
+6% +$2.69M 0.63% 15
2025
Q3 		$55.7M Buy
197,979
+1,407
+0.7% +$358K 0.92% 12
2025
Q2 		$41.3M Buy
196,572
+9,876
+5% +$1.59M 0.74% 14
2025
Q1 		$26.5M Buy
186,696
+6,536
+4% +$1.06M 0.54% 22
2024
Q4 		$30M Buy
180,160
+20,106
+13% +$3.57M 0.61% 17
2024
Q3 		$20.1M Sell
160,054
-8,638
-5% -$1.25M 0.51% 25
2024
Q2 		$23.8M Buy
168,692
+8,638
+5% +$1.07M 0.56% 19
2024
Q1 		$20.1M Buy
160,054
+35,775
+29% +$4.09M 0.51% 25
2023
Q4 		$13.1M Buy
124,279
+6,948
+6% +$758K 0.39% 37
2023
Q3 		$12.4M Buy
117,331
+3,576
+3% +$414K 0.44% 33
2023
Q2 		$13.5M Buy
113,755
+6,051
+6% +$626K 0.5% 26
2023
Q1 		$10M Buy
107,704
+5,133
+5% +$450K 0.41% 39
2022
Q4 		$8.38M Buy
102,571
+10,625
+12% +$807K 0.45% 36
2022
Q3 		$5.62M Buy
91,946
+5,570
+6% +$408K 0.38% 48
2022
Q2 		$6.04M Buy
86,376
+12,693
+17% +$929K 0.42% 40
2022
Q1 		$6.1M Buy
73,683
+12,074
+20% +$978K 0.42% 42
2021
Q4 		$5.37M Buy
61,609
+5,253
+9% +$493K 0.41% 45
2021
Q3 		$4.91M Buy
56,356
+7,552
+15% +$667K 0.5% 32
2021
Q2 		$3.8M Buy
48,804
+16,872
+53% +$1.32M 0.46% 37
2021
Q1 		$2.24M Buy
31,932
+7,759
+32% +$502K 0.4% 51
2020
Q4 		$1.56M Buy
24,173
+5,256
+28% +$313K 0.41% 47
2020
Q3 		$1.13M Buy
18,917
+5,407
+40% +$307K 0.43% 46
2020
Q2 		$747K Sell
13,510
-5,317
-28% -$282K 0.43% 56
2020
Q1 		$910K Buy
18,827
+164
+0.9% +$8.46K 0.76% 27
2019
Q4 		$989K Buy
+18,663
New +$1.03M 0.73% 28

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ethic Inc's ORCL Position: Q2 2026 in Review

Ethic Inc increased its Oracle (ORCL) stake by 9.6% in Q2 2026, buying an estimated $3.75M and bringing the position to 235,570 shares worth $34.5M. The position accounts for 0.43% of the portfolio, ranked #32.

Ethic Inc first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $55.7M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ethic Inc held 235,570 shares of Oracle worth $34.5M as of Q2 2026.
  • Ethic Inc bought 20,715 Oracle shares in Q2 2026, an estimated $3.75M.
  • Oracle made up 0.43% of Ethic Inc's portfolio in Q2 2026, its #32 holding.
  • Ethic Inc first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Oracle position peaked at $55.7M in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.