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Ferguson Wellman Capital Management’s Oracle ORCL Stock Holding History

Ferguson Wellman 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 		$1.45M Buy
9,863
+2,009
+26% +$364K 0.02% 200
2026
Q1 		$1.16M Sell
7,854
-178
-2% -$28.9K 0.02% 204
2025
Q4 		$1.57M Sell
8,032
-37
-0.5% -$8.81K 0.03% 155
2025
Q3 		$2.27M Buy
8,069
+395
+5% +$101K 0.04% 129
2025
Q2 		$1.68M Sell
7,674
-1,681
-18% -$271K 0.03% 149
2025
Q1 		$1.31M Buy
9,355
+3,153
+51% +$513K 0.03% 166
2024
Q4 		$1.03M Sell
6,202
-1,777
-22% -$316K 0.02% 183
2024
Q3 		$1.36M Buy
7,979
+3,158
+66% +$457K 0.03% 169
2024
Q2 		$681K Buy
4,821
+462
+11% +$57.4K 0.01% 210
2024
Q1 		$548K Buy
4,359
+198
+5% +$22.7K 0.01% 246
2023
Q4 		$439K Sell
4,161
-92
-2% -$10K 0.01% 266
2023
Q3 		$450K Buy
4,253
+278
+7% +$32.2K 0.01% 252
2023
Q2 		$473K Sell
3,975
-861
-18% -$89K 0.01% 257
2023
Q1 		$449K Sell
4,836
-330
-6% -$28.9K 0.01% 259
2022
Q4 		$422K Buy
5,166
+196
+4% +$14.9K 0.01% 264
2022
Q3 		$304K Sell
4,970
-45
-0.9% -$3.29K 0.01% 261
2022
Q2 		$350K Sell
5,015
-26
-0.5% -$1.9K 0.01% 257
2022
Q1 		$417K Buy
5,041
+126
+3% +$10.2K 0.01% 255
2021
Q4 		$429K Hold
4,915
– – 0.01% 255
2021
Q3 		$428K Hold
4,915
– – 0.01% 256
2021
Q2 		$383K Buy
4,915
+34
+0.7% +$2.66K 0.01% 269
2021
Q1 		$342K Buy
4,881
+700
+17% +$45.3K 0.01% 273
2020
Q4 		$270K Sell
4,181
-581
-12% -$34.6K 0.01% 327
2020
Q3 		$284K Buy
4,762
+9
+0.2% +$511 0.01% 307
2020
Q2 		$263K Sell
4,753
-560
-11% -$29.7K 0.01% 301
2020
Q1 		$257K Sell
5,313
-940
-15% -$48.5K 0.01% 279
2019
Q4 		$331K Buy
6,253
+56
+0.9% +$3.08K 0.01% 294
2019
Q3 		$341K Sell
6,197
-444
-7% -$24.5K 0.01% 290
2019
Q2 		$378K Sell
6,641
-84
-1% -$4.54K 0.01% 270
2019
Q1 		$361K Buy
6,725
+84
+1% +$4.28K 0.01% 270
2018
Q4 		$300K Sell
6,641
-27
-0.4% -$1.29K 0.01% 290
2018
Q3 		$344K Sell
6,668
-2,169
-25% -$105K 0.01% 272
2018
Q2 		$389K Buy
8,837
+2,146
+32% +$98.9K 0.01% 269
2018
Q1 		$306K Buy
6,691
+115
+2% +$5.72K 0.01% 292
2017
Q4 		$311K Sell
6,576
-600
-8% -$29.4K 0.01% 291
2017
Q3 		$347K Sell
7,176
-113
-2% -$5.62K 0.01% 270
2017
Q2 		$365K Sell
7,289
-500
-6% -$22.8K 0.01% 261
2017
Q1 		$347K Sell
7,789
-2,715
-26% -$113K 0.01% 263
2016
Q4 		$404K Buy
10,504
+3,938
+60% +$154K 0.02% 249
2016
Q3 		$258K Sell
6,566
-785
-11% -$32K 0.01% 281
2016
Q2 		$301K Buy
7,351
+236
+3% +$9.42K 0.01% 264
2016
Q1 		$291K Sell
7,115
-2,041
-22% -$75.5K 0.01% 266
2015
Q4 		$334K Sell
9,156
-3,631
-28% -$139K 0.01% 266
2015
Q3 		$462K Sell
12,787
-1,207
-9% -$46.4K 0.02% 234
2015
Q2 		$564K Buy
13,994
+3,150
+29% +$137K 0.02% 235
2015
Q1 		$468K Buy
10,844
+113
+1% +$4.9K 0.02% 244
2014
Q4 		$483K Sell
10,731
-380
-3% -$15.5K 0.02% 247
2014
Q3 		$425K Sell
11,111
-7,077
-39% -$287K 0.02% 238
2014
Q2 		$737K Buy
18,188
+11,381
+167% +$468K 0.03% 205
2014
Q1 		$278K Sell
6,807
-1,524
-18% -$58K 0.01% 278
2013
Q4 		$319K Buy
8,331
+1,645
+25% +$56.5K 0.01% 263
2013
Q3 		$222K Hold
6,686
– – 0.01% 280
2013
Q2 		$205K Buy
+6,686
New +$222K 0.02% 191

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

Ferguson Wellman Capital Management's ORCL Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Oracle (ORCL) stake by 26% in Q2 2026, buying an estimated $364K and bringing the position to 9,863 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #200.

Ferguson Wellman Capital Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.27M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ferguson Wellman Capital Management held 9,863 shares of Oracle worth $1.45M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 2,009 Oracle shares in Q2 2026, an estimated $364K.
  • Oracle made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #200 holding.
  • Ferguson Wellman Capital Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Oracle position peaked at $2.27M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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