Focused Investors
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Focused Investors’s Oracle ORCL Stock Holding History

Focused Investors’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
Q3 		$77.8M Buy
566,350
+8,600
+2% +$1.21M 3.23% 15
2026
Q2 		$81.7M Sell
557,750
-59,400
-10% -$10.8M 2.76% 17
2026
Q1 		$90.8M Buy
617,150
+274,100
+80% +$44.6M 2.95% 20
2025
Q4 		$66.9M Sell
343,050
-9,100
-3% -$2.17M 2.13% 21
2025
Q3 		$99M Sell
352,150
-552,750
-61% -$141M 3.03% 20
2025
Q2 		$198M Sell
904,900
-143,100
-14% -$23.1M 6.47% 3
2025
Q1 		$147M Sell
1,048,000
-27,000
-3% -$4.4M 4.71% 8
2024
Q4 		$179M Sell
1,075,000
-9,300
-0.9% -$1.65M 5.66% 5
2024
Q3 		$185M Sell
1,084,300
-20,400
-2% -$2.95M 5.61% 6
2024
Q2 		$156M Sell
1,104,700
-205,050
-16% -$25.5M 5.07% 8
2024
Q1 		$165M Sell
1,309,750
-81,550
-6% -$9.33M 5.15% 7
2023
Q4 		$147M Buy
1,391,300
+109,400
+9% +$11.9M 4.75% 8
2023
Q3 		$136M Sell
1,281,900
-18,500
-1% -$2.14M 4.83% 9
2023
Q2 		$155M Sell
1,300,400
-245,400
-16% -$25.4M 5.19% 7
2023
Q1 		$144M Sell
1,545,800
-83,300
-5% -$7.3M 4.95% 6
2022
Q4 		$133M Buy
1,629,100
+327,200
+25% +$24.9M 4.29% 9
2022
Q3 		$79.5M Buy
+1,301,900
New +$95.3M 2.85% 17

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focused Investors's ORCL Position: Q3 2026 in Review

Focused Investors increased its Oracle (ORCL) stake by 1.5% in Q3 2026, buying an estimated $1.21M and bringing the position to 566,350 shares worth $77.8M. The position accounts for 3.23% of the portfolio, ranked #15.

Focused Investors first reported a position in ORCL in Q3 2022 and has held it in 17 quarters since. The position peaked at $198M in Q2 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Focused Investors held 566,350 shares of Oracle worth $77.8M as of Q3 2026.
  • Focused Investors bought 8,600 Oracle shares in Q3 2026, an estimated $1.21M.
  • Oracle made up 3.23% of Focused Investors's portfolio in Q3 2026, its #15 holding.
  • Focused Investors first reported a position in Oracle in Q3 2022 and has held it in 17 quarters since.
  • Focused Investors's Oracle position peaked at $198M in Q2 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Focused Investors's 13F filing for Q3 2026, filed 30 Oct 2026.