IIM
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Ipswich Investment Management’s Oracle ORCL Stock Holding History

Ipswich Investment Management’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 		$831K Sell
5,671
-460
-8% -$83.4K 0.18% 101
2026
Q1 		$902K Sell
6,131
-441
-7% -$71.7K 0.21% 90
2025
Q4 		$1.28M Sell
6,572
-155
-2% -$36.9K 0.3% 73
2025
Q3 		$1.89M Sell
6,727
-474
-7% -$121K 0.44% 54
2025
Q2 		$1.57M Hold
7,201
– – 0.38% 61
2025
Q1 		$1.01M Sell
7,201
-25
-0.3% -$4.07K 0.25% 82
2024
Q4 		$1.2M Hold
7,226
– – 0.29% 72
2024
Q3 		$1.23M Hold
7,226
– – 0.29% 77
2024
Q2 		$1.02M Buy
7,226
+3
+0% +$373 0.24% 84
2024
Q1 		$907K Hold
7,223
– – 0.21% 94
2023
Q4 		$761K Sell
7,223
-1,040
-13% -$114K 0.19% 103
2023
Q3 		$875K Sell
8,263
-79
-0.9% -$9.14K 0.24% 93
2023
Q2 		$993K Hold
8,342
– – 0.26% 90
2023
Q1 		$775K Hold
8,342
– – 0.21% 102
2022
Q4 		$682K Hold
8,342
– – 0.2% 106
2022
Q3 		$509K Sell
8,342
-613
-7% -$44.9K 0.16% 118
2022
Q2 		$626K Buy
8,955
+965
+12% +$70.6K 0.18% 106
2022
Q1 		$661K Sell
7,990
-1,000
-11% -$81K 0.16% 112
2021
Q4 		$784K Sell
8,990
-150
-2% -$14.1K 0.18% 109
2021
Q3 		$796K Sell
9,140
-50
-0.5% -$4.42K 0.2% 107
2021
Q2 		$715K Buy
9,190
+9
+0.1% +$705 0.18% 112
2021
Q1 		$644K Sell
9,181
-50
-0.5% -$3.24K 0.18% 108
2020
Q4 		$597K Sell
9,231
-120
-1% -$7.14K 0.18% 108
2020
Q3 		$558K Hold
9,351
– – 0.18% 106
2020
Q2 		$517K Sell
9,351
-2,636
-22% -$140K 0.18% 108
2020
Q1 		$579K Hold
11,987
– – 0.23% 94
2019
Q4 		$635K Sell
11,987
-330
-3% -$18.2K 0.19% 108
2019
Q3 		$678K Sell
12,317
-225
-2% -$12.4K 0.22% 99
2019
Q2 		$714K Sell
12,542
-99
-0.8% -$5.36K 0.23% 98
2019
Q1 		$679K Sell
12,641
-70
-0.6% -$3.57K 0.22% 97
2018
Q4 		$574K Buy
12,711
+2,100
+20% +$101K 0.21% 94
2018
Q3 		$547K Buy
10,611
+385
+4% +$18.7K 0.18% 105
2018
Q2 		$451K Sell
10,226
-38,286
-79% -$1.76M 0.21% 73
2018
Q1 		$2.22M Sell
48,512
-560
-1% -$27.8K 0.94% 36
2017
Q4 		$2.32M Buy
49,072
+730
+2% +$35.8K 0.98% 32
2017
Q3 		$2.34M Buy
48,342
+710
+1% +$35.3K 1.05% 30
2017
Q2 		$2.39M Buy
47,632
+29,204
+158% +$1.33M 1.12% 31
2017
Q1 		$822K Hold
18,428
– – 0.36% 69
2016
Q4 		$709K Sell
18,428
-1,000
-5% -$39.1K 0.32% 70
2016
Q3 		$763K Sell
19,428
-2,100
-10% -$85.6K 0.37% 66
2016
Q2 		$881K Sell
21,528
-601
-3% -$24K 0.44% 61
2016
Q1 		$871K Sell
22,129
-125
-0.6% -$4.63K 0.41% 61
2015
Q4 		$813K Sell
22,254
-527
-2% -$20.1K 0.37% 66
2015
Q3 		$823K Sell
22,781
-300
-1% -$11.5K 0.39% 67
2015
Q2 		$930K Sell
23,081
-99
-0.4% -$4.29K 0.42% 59
2015
Q1 		$1M Sell
23,180
-400
-2% -$17.3K 0.44% 59
2014
Q4 		$1.06M Sell
23,580
-3,347
-12% -$136K 0.45% 54
2014
Q3 		$1.03M Sell
26,927
-1,890
-7% -$76.5K 0.44% 53
2014
Q2 		$1.17M Buy
+28,817
New +$1.19M 0.45% 55
2014
Q1 		– Sell
-26,826
Closed -$1.03M – 144
2013
Q4 		$1.03M Hold
26,826
– – 0.43% 59
2013
Q3 		$890K Sell
26,826
-47,077
-64% -$1.53M 0.4% 63
2013
Q2 		$2.27M Buy
+73,903
New +$2.45M 0.98% 42

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Ipswich Investment Management's ORCL Position: Q2 2026 in Review

Ipswich Investment Management reduced its Oracle (ORCL) stake by 7.5% in Q2 2026, selling an estimated $83.4K and leaving 5,671 shares worth $831K. The position accounts for 0.18% of the portfolio, ranked #101.

Ipswich Investment Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.39M in Q2 2017. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ipswich Investment Management held 5,671 shares of Oracle worth $831K as of Q2 2026.
  • Ipswich Investment Management sold 460 Oracle shares in Q2 2026, an estimated $83.4K.
  • Oracle made up 0.18% of Ipswich Investment Management's portfolio in Q2 2026, its #101 holding.
  • Ipswich Investment Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Ipswich Investment Management's Oracle position peaked at $2.39M in Q2 2017.
  • 912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.