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Kavar Capital Partners Group’s Oracle ORCL Stock Holding History

Kavar Capital Partners 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 		– Sell
-1,456
Closed -$214K – 223
2026
Q1 		$214K Hold
1,456
– – 0.03% 203
2025
Q4 		$284K Buy
1,456
+74
+5% +$17.6K 0.04% 155
2025
Q3 		$389K Hold
1,382
– – 0.05% 134
2025
Q2 		$302K Buy
+1,382
New +$223K 0.04% 153
2025
Q1 		– Sell
-1,382
Closed -$230K – 187
2024
Q4 		$230K Buy
1,382
+200
+17% +$35.5K 0.04% 156
2024
Q3 		$201K Buy
+1,182
New +$171K 0.03% 176
2019
Q3 		– Sell
-2,211
Closed -$126K – 358
2019
Q2 		$126K Buy
+2,211
New +$120K 0.05% 151
2018
Q3 		– Sell
-361
Closed -$16K – 298
2018
Q2 		$16K Sell
361
-159
-31% -$7.33K 0.01% 280
2018
Q1 		$24K Buy
+520
New +$25.9K 0.01% 246
2016
Q1 		– Sell
-291
Closed -$10K – 301
2015
Q4 		$10K Sell
291
-81
-22% -$3.09K 0.01% 268
2015
Q3 		$13K Sell
372
-15
-4% -$577 0.01% 261
2015
Q2 		$15K Buy
+387
New +$16.8K 0.01% 274
2014
Q2 		– Sell
-408
Closed -$16K – 344
2014
Q1 		$16K Sell
408
-31
-7% -$1.18K 0.01% 277
2013
Q4 		$16K Buy
+439
New +$15.1K 0.01% 262

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kavar Capital Partners Group's ORCL Position: Q2 2026 in Review

Kavar Capital Partners Group sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,456 shares — an estimated $214K sold.

Kavar Capital Partners Group first reported a position in ORCL in Q4 2013 and held it in 14 quarters. The position peaked at $389K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kavar Capital Partners Group reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,456 Oracle shares in Q2 2026, an estimated $214K.
  • Kavar Capital Partners Group first reported a position in Oracle in Q4 2013 and held it in 14 quarters.
  • Kavar Capital Partners Group's Oracle position peaked at $389K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.