Ironwood Financial’s Oracle ORCL Stock Holding History

Ironwood Financial’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	$554K	Sell	4,209 -1	-0%	-$181	0.09%	114
2026 Q1	$619K	Buy	4,210 +1	+0%	+$163	0.11%	107
2025 Q4	$861K	Sell	4,209 -61	-1%	-$14.5K	0.15%	90
2025 Q3	$1.2M	Hold	4,270	–	–	0.21%	76
2025 Q2	$597K	Hold	4,270	–	–	0.13%	101
2025 Q1	$597K	Hold	4,270	–	–	0.13%	101
2024 Q4	$712K	Hold	4,270	–	–	0.15%	92
2024 Q3	$728K	Sell	4,270 -218	-5%	-$31.6K	0.15%	89
2024 Q2	$634K	Hold	4,488	–	–	0.14%	97
2024 Q1	$564K	Buy	4,488 +55	+1%	+$6.29K	0.13%	101
2023 Q4	$467K	Sell	4,433 -51	-1%	-$5.57K	0.11%	106
2023 Q3	$475K	Hold	4,484	–	–	0.13%	94
2023 Q2	$534K	Hold	4,484	–	–	0.14%	90
2023 Q1	$417K	Hold	4,484	–	–	0.12%	103
2022 Q4	$367K	Hold	4,484	–	–	0.11%	104
2022 Q3	$274K	Hold	4,484	–	–	0.09%	101
2022 Q2	$313K	Hold	4,484	–	–	0.1%	97
2022 Q1	$371K	Sell	4,484 -814	-15%	-$65.9K	0.1%	90
2021 Q4	$462K	Sell	5,298 -38	-0.7%	-$3.57K	0.13%	87
2021 Q3	$465K	Hold	5,336	–	–	0.14%	85
2021 Q2	$415K	Buy	5,336 +852	+19%	+$66.7K	0.12%	85
2021 Q1	$315K	Sell	4,484 -160	-3%	-$10.4K	0.1%	91
2020 Q4	$300K	Buy	4,644 +2,255	+94%	+$134K	0.11%	85
2020 Q3	$143K	Hold	2,389	–	–	0.07%	70
2020 Q2	$132K	Buy	2,389 +112	+5%	+$5.93K	0.07%	66
2020 Q1	$110K	Sell	2,277 -1,200	-35%	-$61.9K	0.08%	54
2019 Q4	$184K	Hold	3,477	–	–	0.08%	53
2019 Q3	$191K	Hold	3,477	–	–	0.09%	51
2019 Q2	$198K	Hold	3,477	–	–	0.1%	51
2019 Q1	$187K	Hold	3,477	–	–	0.1%	51
2018 Q4	$157K	Hold	3,477	–	–	0.09%	52
2018 Q3	$179K	Hold	3,477	–	–	0.1%	54
2018 Q2	$153K	Hold	3,477	–	–	0.09%	53
2018 Q1	$159K	Hold	3,477	–	–	0.17%	39
2017 Q4	$164K	Hold	3,477	–	–	0.1%	48
2017 Q3	$168K	Hold	3,477	–	–	0.1%	52
2017 Q2	$174K	Hold	3,477	–	–	0.11%	49
2017 Q1	$155K	Sell	3,477 -115	-3%	-$4.79K	0.1%	50
2016 Q4	$138K	Hold	3,592	–	–	0.1%	52
2016 Q3	$141K	Hold	3,592	–	–	0.1%	54
2016 Q2	$147K	Hold	3,592	–	–	0.11%	54
2016 Q1	$147K	Buy	+3,592	New	+$133K	0.11%	55
2015 Q3	$130K	Hold	3,592	–	–	0.06%	84
2015 Q2	$145K	Hold	3,592	–	–	0.07%	76
2015 Q1	$155K	Sell	3,592 -15	-0.4%	-$650	0.07%	75
2014 Q4	$162K	Buy	+3,607	New	+$147K	0.09%	69

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Ironwood Financial's ORCL Position: Q2 2026 in Review

Ironwood Financial reduced its Oracle (ORCL) stake by 0.02% in Q2 2026, selling an estimated $181 and leaving 4,209 shares worth $554K. The position accounts for 0.09% of the portfolio, ranked #114.

Ironwood Financial first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Ironwood Financial held 4,209 shares of Oracle worth $554K as of Q2 2026.
Ironwood Financial sold 1 Oracle share in Q2 2026, an estimated $181.
Oracle made up 0.09% of Ironwood Financial's portfolio in Q2 2026, its #114 holding.
Ironwood Financial first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's Oracle position peaked at $1.2M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.