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Generate Investment Management’s Oracle ORCL Stock Holding History

Generate Investment 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 		$21.4M Sell
146,295
-130,249
-47% -$23.6M 0.88% 26
2026
Q1 		$40.7M Buy
276,544
+156,544
+130% +$25.4M 2% 12
2025
Q4 		$23.4M Buy
120,000
+87,274
+267% +$20.8M 1.07% 27
2025
Q3 		$9.2M Buy
32,726
+5,631
+21% +$1.43M 0.47% 61
2025
Q2 		$5.92M Buy
+27,095
New +$4.38M 0.33% 73

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Generate Investment Management's ORCL Position: Q2 2026 in Review

Generate Investment Management reduced its Oracle (ORCL) stake by 47% in Q2 2026, selling an estimated $23.6M and leaving 146,295 shares worth $21.4M. The position accounts for 0.88% of the portfolio, ranked #26.

Generate Investment Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.7M in Q1 2026. 1,378 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Generate Investment Management held 146,295 shares of Oracle worth $21.4M as of Q2 2026.
  • Generate Investment Management sold 130,249 Oracle shares in Q2 2026, an estimated $23.6M.
  • Oracle made up 0.88% of Generate Investment Management's portfolio in Q2 2026, its #26 holding.
  • Generate Investment Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Generate Investment Management's Oracle position peaked at $40.7M in Q1 2026.
  • 1,378 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.