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Griffith & Werner’s Oracle ORCL Stock Holding History

Griffith & Werner’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 		$3.67M Buy
25,069
+2,885
+13% +$523K 1.72% 26
2026
Q1 		$3.26M Buy
22,184
+12,825
+137% +$2.08M 1.62% 27
2025
Q4 		$1.82M Buy
9,359
+4,635
+98% +$1.1M 0.93% 32
2025
Q3 		$1.14M Buy
+4,724
New +$1.2M 0.59% 34

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

Griffith & Werner's ORCL Position: Q2 2026 in Review

Griffith & Werner increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $523K and bringing the position to 25,069 shares worth $3.67M. The position accounts for 1.72% of the portfolio, ranked #26.

Griffith & Werner first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Griffith & Werner held 25,069 shares of Oracle worth $3.67M as of Q2 2026.
  • Griffith & Werner bought 2,885 Oracle shares in Q2 2026, an estimated $523K.
  • Oracle made up 1.72% of Griffith & Werner's portfolio in Q2 2026, its #26 holding.
  • Griffith & Werner first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.