Investment House LLC’s Oracle ORCL Stock Holding History

Investment House LLC’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	$7.53M	Sell	51,196 -1,699	-3%	-$308K	0.39%	69
2026 Q1	$7.78M	Sell	52,895 -5,558	-10%	-$903K	0.4%	69
2025 Q4	$11.4M	Sell	58,453 -8,156	-12%	-$1.94M	0.54%	51
2025 Q3	$18.7M	Buy	66,609 +303	+0.5%	+$77.2K	0.89%	33
2025 Q2	$14.5M	Buy	66,306 +169	+0.3%	+$27.3K	0.73%	37
2025 Q1	$9.25M	Buy	66,137 +1,791	+3%	+$292K	0.53%	56
2024 Q4	$10.7M	Sell	64,346 -92	-0.1%	-$16.3K	0.58%	48
2024 Q3	$11M	Buy	64,438 +227	+0.4%	+$32.9K	0.59%	47
2024 Q2	$9.07M	Buy	64,211 +100	+0.2%	+$12.4K	0.52%	48
2024 Q1	$8.05M	Sell	64,111 -525	-0.8%	-$60.1K	0.47%	57
2023 Q4	$6.81M	Sell	64,636 -217	-0.3%	-$23.7K	0.48%	56
2023 Q3	$6.87M	Buy	64,853 +1,599	+3%	+$185K	0.54%	52
2023 Q2	$7.53M	Hold	63,254	–	–	0.56%	51
2023 Q1	$5.88M	Sell	63,254 -873	-1%	-$76.6K	0.48%	61
2022 Q4	$5.24M	Hold	64,127	–	–	0.49%	59
2022 Q3	$3.92M	Buy	64,127 +2,800	+5%	+$205K	0.37%	65
2022 Q2	$4.29M	Hold	61,327	–	–	0.38%	63
2022 Q1	$5.07M	Sell	61,327 -1,200	-2%	-$97.2K	0.37%	63
2021 Q4	$5.45M	Sell	62,527 -1,950	-3%	-$183K	0.35%	61
2021 Q3	$5.62M	Buy	64,477 +200	+0.3%	+$17.7K	0.41%	57
2021 Q2	$5M	Hold	64,277	–	–	0.35%	64
2021 Q1	$4.51M	Sell	64,277 -3,363	-5%	-$218K	0.35%	65
2020 Q4	$4.38M	Buy	67,640 +75	+0.1%	+$4.46K	0.31%	69
2020 Q3	$4.03M	Sell	67,565 -350	-0.5%	-$19.9K	0.32%	68
2020 Q2	$3.75M	Buy	67,915 +3,385	+5%	+$179K	0.33%	69
2020 Q1	$3.12M	Sell	64,530 -3,750	-5%	-$194K	0.35%	67
2019 Q4	$3.62M	Sell	68,280 -1,775	-3%	-$97.7K	0.34%	67
2019 Q3	$3.85M	Sell	70,055 -300	-0.4%	-$16.6K	0.39%	66
2019 Q2	$4.01M	Sell	70,355 -1,050	-1%	-$56.8K	0.42%	62
2019 Q1	$3.83M	Sell	71,405 -500	-0.7%	-$25.5K	0.41%	65
2018 Q4	$3.25M	Sell	71,905 -4,175	-5%	-$200K	0.4%	69
2018 Q3	$3.92M	Sell	76,080 -2,690	-3%	-$131K	0.42%	64
2018 Q2	$3.47M	Sell	78,770 -12,449	-14%	-$574K	0.4%	66
2018 Q1	$4.17M	Sell	91,219 -13,242	-13%	-$658K	0.51%	58
2017 Q4	$4.94M	Buy	104,461 +3,450	+3%	+$169K	0.6%	55
2017 Q3	$4.88M	Buy	101,011 +30,655	+44%	+$1.53M	0.64%	53
2017 Q2	$3.53M	Buy	70,356 +1,575	+2%	+$71.8K	0.47%	65
2017 Q1	$3.07M	Sell	68,781 -1,300	-2%	-$54.1K	0.43%	71
2016 Q4	$2.69M	Sell	70,081 -2,165	-3%	-$84.7K	0.41%	72
2016 Q3	$2.84M	Sell	72,246 -960	-1%	-$39.1K	0.43%	75
2016 Q2	$3M	Sell	73,206 -150	-0.2%	-$5.99K	0.48%	72
2016 Q1	$3M	Sell	73,356 -3,525	-5%	-$130K	0.48%	70
2015 Q4	$2.81M	Sell	76,881 -4,900	-6%	-$187K	0.46%	72
2015 Q3	$2.95M	Sell	81,781 -1,000	-1%	-$38.4K	0.51%	67
2015 Q2	$3.34M	Sell	82,781 -200	-0.2%	-$8.68K	0.54%	69
2015 Q1	$3.58M	Buy	82,981 +800	+1%	+$34.7K	0.58%	64
2014 Q4	$3.7M	Hold	82,181	–	–	0.6%	58
2014 Q3	$3.15M	Hold	82,181	–	–	0.52%	62
2014 Q2	$3.33M	Buy	82,181 +800	+1%	+$32.9K	0.57%	60
2014 Q1	$3.33M	Buy	81,381 +1,275	+2%	+$48.5K	0.59%	58
2013 Q4	$3.06M	Sell	80,106 -4,600	-5%	-$158K	0.55%	62
2013 Q3	$2.81M	Sell	84,706 -50,671	-37%	-$1.64M	0.57%	65
2013 Q2	$4.16M	Buy	+135,377	New	+$4.49M	0.9%	43

Other funds holding ORCL

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Investment House LLC's ORCL Position: Q2 2026 in Review

Investment House LLC reduced its Oracle (ORCL) stake by 3.2% in Q2 2026, selling an estimated $308K and leaving 51,196 shares worth $7.53M. The position accounts for 0.39% of the portfolio, ranked #69.

Investment House LLC first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.7M in Q3 2025. 1,443 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Investment House LLC held 51,196 shares of Oracle worth $7.53M as of Q2 2026.
Investment House LLC sold 1,699 Oracle shares in Q2 2026, an estimated $308K.
Oracle made up 0.39% of Investment House LLC's portfolio in Q2 2026, its #69 holding.
Investment House LLC first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Investment House LLC's Oracle position peaked at $18.7M in Q3 2025.
1,443 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.