Independent Investors Inc’s Oracle ORCL Stock Holding History

Independent Investors Inc’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	Hold	29,900	–	–	0.84%	19
2026 Q1	$4.4M	Hold	29,900	–	–	0.87%	18
2025 Q4	$5.83M	Hold	29,900	–	–	1.08%	16
2025 Q3	$8.41M	Hold	29,900	–	–	1.62%	7
2025 Q2	$6.54M	Hold	29,900	–	–	1.42%	12
2025 Q1	$4.18M	Hold	29,900	–	–	0.89%	18
2024 Q4	$4.98M	Hold	29,900	–	–	0.99%	17
2024 Q3	$5.09M	Hold	29,900	–	–	1.03%	16
2024 Q2	$4.22M	Hold	29,900	–	–	0.93%	18
2024 Q1	$3.76M	Hold	29,900	–	–	0.9%	20
2023 Q4	$3.15M	Hold	29,900	–	–	0.73%	23
2023 Q3	$3.17M	Hold	29,900	–	–	0.8%	22
2023 Q2	$3.56M	Hold	29,900	–	–	0.83%	22
2023 Q1	$2.78M	Hold	29,900	–	–	0.69%	23
2022 Q4	$2.44M	Sell	29,900 -1,000	-3%	-$76K	0.68%	24
2022 Q3	$1.89M	Sell	30,900 -5,000	-14%	-$366K	0.54%	30
2022 Q2	$2.51M	Hold	35,900	–	–	0.68%	22
2022 Q1	$2.97M	Hold	35,900	–	–	0.66%	25
2021 Q4	$3.13M	Hold	35,900	–	–	0.67%	27
2021 Q3	$3.13M	Hold	35,900	–	–	0.78%	23
2021 Q2	$2.79M	Hold	35,900	–	–	0.69%	25
2021 Q1	$2.52M	Hold	35,900	–	–	0.67%	28
2020 Q4	$2.32M	Sell	35,900 -1,000	-3%	-$59.5K	0.61%	28
2020 Q3	$2.2M	Sell	36,900 -20,000	-35%	-$1.14M	0.64%	28
2020 Q2	$3.14M	Hold	56,900	–	–	1.06%	17
2020 Q1	$2.75M	Sell	56,900 -500	-0.9%	-$25.8K	1.14%	17
2019 Q4	$3.04M	Sell	57,400 -300	-0.5%	-$16.5K	1.01%	24
2019 Q3	$3.17M	Sell	57,700 -500	-0.9%	-$27.6K	1.19%	23
2019 Q2	$3.31M	Hold	58,200	–	–	1.28%	20
2019 Q1	$3.13M	Sell	58,200 -1,500	-3%	-$76.4K	1.22%	22
2018 Q4	$2.69M	Hold	59,700	–	–	1.17%	22
2018 Q3	$3.08M	Hold	59,700	–	–	1.09%	23
2018 Q2	$2.63M	Hold	59,700	–	–	1.03%	23
2018 Q1	$2.73M	Hold	59,700	–	–	1.09%	23
2017 Q4	$2.82M	Hold	59,700	–	–	1.1%	22
2017 Q3	$2.89M	Hold	59,700	–	–	1.2%	22
2017 Q2	$2.99M	Sell	59,700 -1,800	-3%	-$82K	1.29%	22
2017 Q1	$2.74M	Hold	61,500	–	–	1.17%	24
2016 Q4	$2.36M	Hold	61,500	–	–	1.09%	27
2016 Q3	$2.42M	Hold	61,500	–	–	1.12%	26
2016 Q2	$2.52M	Hold	61,500	–	–	1.22%	26
2016 Q1	$2.52M	Sell	61,500 -100	-0.2%	-$3.7K	1.21%	25
2015 Q4	$2.25M	Hold	61,600	–	–	1.09%	28
2015 Q3	$2.22M	Hold	61,600	–	–	1.11%	27
2015 Q2	$2.48M	Sell	61,600 -100	-0.2%	-$4.34K	1.12%	26
2015 Q1	$2.66M	Sell	61,700 -4,900	-7%	-$212K	1.21%	24
2014 Q4	$3M	Hold	66,600	–	–	1.32%	23
2014 Q3	$2.55M	Hold	66,600	–	–	1.15%	28
2014 Q2	$2.7M	Hold	66,600	–	–	1.22%	24
2014 Q1	$2.72M	Buy	66,600 +1,700	+3%	+$64.7K	1.31%	24
2013 Q4	$2.48M	Sell	64,900 -10,500	-14%	-$361K	1.2%	26
2013 Q3	$2.5M	Sell	75,400 -100	-0.1%	-$3.24K	1.32%	25
2013 Q2	$2.32M	Buy	+75,500	New	+$2.51M	1.28%	25

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Independent Investors Inc's ORCL Position: Q2 2026 in Review

Independent Investors Inc held its Oracle (ORCL) position steady in Q2 2026 at 29,900 shares worth $4.38M. The position accounts for 0.84% of the portfolio, ranked #19.

Independent Investors Inc first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.41M in Q3 2025. 1,549 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Independent Investors Inc held 29,900 shares of Oracle worth $4.38M as of Q2 2026.
Independent Investors Inc left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.84% of Independent Investors Inc's portfolio in Q2 2026, its #19 holding.
Independent Investors Inc first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Independent Investors Inc's Oracle position peaked at $8.41M in Q3 2025.
1,549 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.