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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 		– Hold
0
– -$73.6K – 1634
2026
Q1 		– Sell
-1,500
Closed -$244K – 1478
2025
Q4 		$292K Buy
+1,500
New +$357K 0.01% 1056
2025
Q3 		– Hold
0
– – – 738
2025
Q2 		– Hold
0
– – – 761

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 3,519 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.
  • 3,519 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.