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Ithaka Group’s Oracle ORCL Stock Holding History

Ithaka Group’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 		$6.65M Sell
45,382
-2,699
-6% -$489K 1.21% 28
2026
Q1 		$7.07M Buy
48,081
+2,866
+6% +$466K 1.47% 24
2025
Q4 		$8.81M Sell
45,215
-1,134
-2% -$270K 1.57% 24
2025
Q3 		$13M Buy
+46,349
New +$11.8M 2.23% 20

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ithaka Group's ORCL Position: Q2 2026 in Review

Ithaka Group reduced its Oracle (ORCL) stake by 5.6% in Q2 2026, selling an estimated $489K and leaving 45,382 shares worth $6.65M. The position accounts for 1.21% of the portfolio, ranked #28.

Ithaka Group first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $13M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ithaka Group held 45,382 shares of Oracle worth $6.65M as of Q2 2026.
  • Ithaka Group sold 2,699 Oracle shares in Q2 2026, an estimated $489K.
  • Oracle made up 1.21% of Ithaka Group's portfolio in Q2 2026, its #28 holding.
  • Ithaka Group first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Ithaka Group's Oracle position peaked at $13M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ithaka Group's 13F filing for Q2 2026, filed 11 Aug 2026.