ECM
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Evergreen Capital Management’s Oracle ORCL Stock Holding History

Evergreen Capital 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 		$13.9M Sell
95,018
-16,910
-15% -$3.06M 0.24% 90
2026
Q1 		$16.5M Buy
111,928
+36,739
+49% +$5.97M 0.36% 65
2025
Q4 		$14.7M Sell
75,189
-418
-0.6% -$99.5K 0.33% 72
2025
Q3 		$21.3M Sell
75,607
-2,264
-3% -$577K 0.51% 45
2025
Q2 		$17M Sell
77,871
-9,931
-11% -$1.6M 0.51% 44
2025
Q1 		$12.3M Sell
87,802
-16,480
-16% -$2.68M 0.41% 61
2024
Q4 		$17.4M Sell
104,282
-1,324
-1% -$235K 0.57% 39
2024
Q3 		$18M Sell
105,606
-5,164
-5% -$748K 0.6% 34
2024
Q2 		$15.6M Sell
110,770
-6,037
-5% -$750K 0.57% 40
2024
Q1 		$14.7M Buy
116,807
+27,476
+31% +$3.14M 0.55% 43
2023
Q4 		$9.42M Sell
89,331
-6,386
-7% -$697K 0.38% 77
2023
Q3 		$10.1M Sell
95,717
-130
-0.1% -$15K 0.44% 58
2023
Q2 		$11.4M Sell
95,847
-71,367
-43% -$7.38M 0.48% 51
2023
Q1 		$15.5M Buy
167,214
+1,343
+0.8% +$118K 0.7% 26
2022
Q4 		$13.6M Buy
165,871
+1,950
+1% +$148K 0.64% 32
2022
Q3 		$10M Buy
163,921
+486
+0.3% +$35.6K 0.52% 48
2022
Q2 		$11.4M Buy
163,435
+6,685
+4% +$489K 0.59% 47
2022
Q1 		$13M Buy
156,750
+8,672
+6% +$702K 0.53% 51
2021
Q4 		$12.9M Buy
148,078
+7,483
+5% +$703K 0.52% 48
2021
Q3 		$12.3M Buy
140,595
+14,194
+11% +$1.25M 0.55% 44
2021
Q2 		$9.84M Sell
126,401
-24,524
-16% -$1.92M 0.47% 51
2021
Q1 		$10.6M Buy
150,925
+53,542
+55% +$3.47M 0.54% 49
2020
Q4 		$6.3M Sell
97,383
-390
-0.4% -$23.2K 0.37% 73
2020
Q3 		$5.84M Buy
97,773
+26,638
+37% +$1.51M 0.4% 65
2020
Q2 		$3.93M Sell
71,135
-8,552
-11% -$453K 0.3% 83
2020
Q1 		$3.85M Buy
79,687
+33,637
+73% +$1.74M 0.36% 71
2019
Q4 		$2.44M Sell
46,050
-2,146
-4% -$118K 0.2% 105
2019
Q3 		$2.65M Buy
48,196
+318
+0.7% +$17.6K 0.25% 91
2019
Q2 		$2.73M Buy
47,878
+7,087
+17% +$383K 0.26% 90
2019
Q1 		$2.19M Sell
40,791
-1,538
-4% -$78.4K 0.22% 105
2018
Q4 		$1.91M Sell
42,329
-42,320
-50% -$2.03M 0.2% 110
2018
Q3 		$4.36M Sell
84,649
-433
-0.5% -$21K 0.39% 65
2018
Q2 		$3.75M Sell
85,082
-507
-0.6% -$23.4K 0.35% 65
2018
Q1 		$3.92M Buy
85,589
+57,403
+204% +$2.85M 0.38% 67
2017
Q4 		$1.33M Sell
28,186
-1,972
-7% -$96.7K 0.13% 120
2017
Q3 		$1.46M Buy
+30,158
New +$1.5M 0.17% 106
2015
Q2 		– Sell
-5,875
Closed -$253K – 95
2015
Q1 		$253K Sell
5,875
-151,733
-96% -$6.58M 0.06% 94
2014
Q4 		$6.03M Sell
157,608
-1,130
-0.7% -$46K 1.19% 29
2014
Q3 		$6.08M Buy
158,738
+2,906
+2% +$118K 1.18% 29
2014
Q2 		$6.32M Buy
155,832
+358
+0.2% +$14.7K 1.24% 27
2014
Q1 		$6.36M Buy
155,474
+416
+0.3% +$15.8K 1.28% 25
2013
Q4 		$5.93M Buy
155,058
+1,651
+1% +$56.8K 1.07% 32
2013
Q3 		$5.09M Buy
153,407
+66
+0% +$2.14K 0.82% 43
2013
Q2 		$4.71M Buy
+153,341
New +$5.09M 0.72% 51

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

Evergreen Capital Management's ORCL Position: Q2 2026 in Review

Evergreen Capital Management reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $3.06M and leaving 95,018 shares worth $13.9M. The position accounts for 0.24% of the portfolio, ranked #90.

Evergreen Capital Management first reported a position in ORCL in Q2 2013 and has held it in 44 quarters since. The position peaked at $21.3M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Evergreen Capital Management held 95,018 shares of Oracle worth $13.9M as of Q2 2026.
  • Evergreen Capital Management sold 16,910 Oracle shares in Q2 2026, an estimated $3.06M.
  • Oracle made up 0.24% of Evergreen Capital Management's portfolio in Q2 2026, its #90 holding.
  • Evergreen Capital Management first reported a position in Oracle in Q2 2013 and has held it in 44 quarters since.
  • Evergreen Capital Management's Oracle position peaked at $21.3M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.