I
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
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

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

InvesTrust's ORCL Position: Q2 2026 in Review

InvesTrust reduced its Oracle (ORCL) stake by 4.7% in Q2 2026, selling an estimated $137K and leaving 15,238 shares worth $2.23M. The position accounts for 0.86% of the portfolio, ranked #45.

InvesTrust first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.67M in Q4 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • InvesTrust held 15,238 shares of Oracle worth $2.23M as of Q2 2026.
  • InvesTrust sold 758 Oracle shares in Q2 2026, an estimated $137K.
  • Oracle made up 0.86% of InvesTrust's portfolio in Q2 2026, its #45 holding.
  • InvesTrust first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Oracle position peaked at $8.67M in Q4 2024.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.