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First Western Trust Bank’s Oracle ORCL Stock Holding History

First Western Trust Bank’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 		$4.38M Sell
29,890
-4,896
-14% -$887K 0.21% 33
2026
Q1 		$5.12M Sell
34,786
-2,729
-7% -$444K 0.26% 28
2025
Q4 		$7.31M Sell
37,515
-413
-1% -$98.3K 0.36% 20
2025
Q3 		$10.7M Sell
37,928
-1,647
-4% -$419K 0.49% 16
2025
Q2 		$8.65M Sell
39,575
-34,467
-47% -$5.57M 0.39% 19
2025
Q1 		$10.4M Sell
74,042
-7,091
-9% -$1.15M 0.5% 17
2024
Q4 		$13.5M Sell
81,133
-3,645
-4% -$647K 0.62% 12
2024
Q3 		$14.4M Sell
84,778
-9,427
-10% -$1.37M 0.65% 12
2024
Q2 		$13.3M Sell
94,205
-15,109
-14% -$1.88M 0.63% 12
2024
Q1 		$13.7M Sell
109,314
-5,230
-5% -$599K 0.63% 13
2023
Q4 		$12.1M Buy
114,544
+202
+0.2% +$22K 0.6% 13
2023
Q3 		$12.1M Sell
114,342
-3,159
-3% -$366K 0.65% 16
2023
Q2 		$14M Sell
117,501
-3,342
-3% -$346K 0.68% 13
2023
Q1 		$11.2M Buy
120,843
+5,354
+5% +$469K 0.59% 16
2022
Q4 		$9.44M Buy
115,489
+6,050
+6% +$460K 0.54% 18
2022
Q3 		$6.68M Buy
109,439
+2,905
+3% +$213K 0.45% 25
2022
Q2 		$7.37M Sell
106,534
-6,085
-5% -$445K 0.49% 26
2022
Q1 		$9.39M Buy
+112,619
New +$9.12M 0.48% 24

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
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

First Western Trust Bank's ORCL Position: Q2 2026 in Review

First Western Trust Bank reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $887K and leaving 29,890 shares worth $4.38M. The position accounts for 0.21% of the portfolio, ranked #33.

First Western Trust Bank first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.4M in Q3 2024. 1,620 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • First Western Trust Bank held 29,890 shares of Oracle worth $4.38M as of Q2 2026.
  • First Western Trust Bank sold 4,896 Oracle shares in Q2 2026, an estimated $887K.
  • Oracle made up 0.21% of First Western Trust Bank's portfolio in Q2 2026, its #33 holding.
  • First Western Trust Bank first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • First Western Trust Bank's Oracle position peaked at $14.4M in Q3 2024.
  • 1,620 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.