InvesTrust
ORCL icon

InvesTrust’s Oracle ORCL Stock Holding History

InvesTrust’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 		$1.72M Sell
12,520
-2,718
-18% -$383K 0.7% 51
2026
Q2 		$2.23M Sell
15,238
-758
-5% -$137K 0.86% 45
2026
Q1 		$2.35M Buy
15,996
+37
+0.2% +$6.01K 0.99% 43
2025
Q4 		$3.11M Sell
15,959
-967
-6% -$230K 1.2% 26
2025
Q3 		$4.76M Sell
16,926
-73
-0.4% -$18.6K 1.74% 18
2025
Q2 		$3.72M Sell
16,999
-32,590
-66% -$5.26M 1.43% 22
2025
Q1 		$6.93M Sell
49,589
-2,398
-5% -$390K 1.9% 23
2024
Q4 		$8.67M Buy
+51,987
New +$9.23M 2.41% 6

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

InvesTrust's ORCL Position: Q3 2026 in Review

InvesTrust reduced its Oracle (ORCL) stake by 18% in Q3 2026, selling an estimated $383K and leaving 12,520 shares worth $1.72M. The position accounts for 0.7% of the portfolio, ranked #51.

InvesTrust first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.67M in Q4 2024. 1,615 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • InvesTrust held 12,520 shares of Oracle worth $1.72M as of Q3 2026.
  • InvesTrust sold 2,718 Oracle shares in Q3 2026, an estimated $383K.
  • Oracle made up 0.7% of InvesTrust's portfolio in Q3 2026, its #51 holding.
  • InvesTrust first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Oracle position peaked at $8.67M in Q4 2024.
  • 1,615 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.