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Family Office Research’s Oracle ORCL Stock Holding History

Family Office Research’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 		$278K Buy
1,895
+202
+12% +$36.6K 0.1% 67
2026
Q1 		$249K Buy
1,693
+162
+11% +$26.3K 0.11% 67
2025
Q4 		$299K Buy
1,531
+1
+0.1% +$238 0.12% 62
2025
Q3 		$430K Buy
+1,530
New +$390K 0.19% 52

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Family Office Research's ORCL Position: Q2 2026 in Review

Family Office Research increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $36.6K and bringing the position to 1,895 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #67.

Family Office Research first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $430K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Family Office Research held 1,895 shares of Oracle worth $278K as of Q2 2026.
  • Family Office Research bought 202 Oracle shares in Q2 2026, an estimated $36.6K.
  • Oracle made up 0.1% of Family Office Research's portfolio in Q2 2026, its #67 holding.
  • Family Office Research first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Family Office Research's Oracle position peaked at $430K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.