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Family Capital Trust’s Oracle ORCL Stock Holding History

Family Capital Trust’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 		– Sell
-591
Closed -$86.9K – 90
2026
Q1 		$86.9K Sell
591
-8
-1% -$1.3K 0.03% 71
2025
Q4 		$117K Buy
599
+8
+1% +$1.91K 0.04% 67
2025
Q3 		$166K Buy
+591
New +$151K 0.06% 55
2015
Q4 		– Sell
-400
Closed -$14K – 78
2015
Q3 		$14K Hold
400
– – 0.01% 74
2015
Q2 		$16K Sell
400
-4,930
-92% -$214K 0.01% 80
2015
Q1 		$230K Sell
5,330
-90,967
-94% -$3.94M 0.13% 41
2014
Q4 		$4.33M Buy
96,297
+350
+0.4% +$14.2K 2.25% 12
2014
Q3 		$3.67M Sell
95,947
-750
-0.8% -$30.4K 2.02% 16
2014
Q2 		$3.92M Sell
96,697
-417
-0.4% -$17.2K 2.02% 13
2014
Q1 		$3.97M Sell
97,114
-200
-0.2% -$7.61K 2.16% 11
2013
Q4 		$3.72M Sell
97,314
-975
-1% -$33.5K 2.03% 14
2013
Q3 		$3.26M Sell
98,289
-379
-0.4% -$12.3K 1.96% 12
2013
Q2 		$3.03M Buy
+98,668
New +$3.27M 1.93% 13

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

Family Capital Trust's ORCL Position: Q2 2026 in Review

Family Capital Trust sold out of Oracle (ORCL) in Q2 2026, closing a stake of 591 shares — an estimated $86.9K sold.

Family Capital Trust first reported a position in ORCL in Q2 2013 and held it in 13 quarters. The position peaked at $4.33M in Q4 2014. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Family Capital Trust reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Family Capital Trust sold 591 Oracle shares in Q2 2026, an estimated $86.9K.
  • Family Capital Trust first reported a position in Oracle in Q2 2013 and held it in 13 quarters.
  • Family Capital Trust's Oracle position peaked at $4.33M in Q4 2014.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.