KA
ORCL icon

Klingman & Associates’s Oracle ORCL Stock Holding History

Klingman & Associates’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 		$2.09M Sell
14,244
-420
-3% -$76.1K 0.09% 87
2026
Q1 		$2.16M Buy
14,664
+257
+2% +$41.8K 0.1% 80
2025
Q4 		$2.81M Sell
14,407
-118
-0.8% -$28.1K 0.14% 66
2025
Q3 		$4.09M Buy
14,525
+310
+2% +$78.9K 0.21% 53
2025
Q2 		$3.11M Buy
14,215
+1,904
+15% +$307K 0.17% 59
2025
Q1 		$1.72M Buy
12,311
+338
+3% +$55K 0.11% 78
2024
Q4 		$2M Buy
11,973
+482
+4% +$85.6K 0.12% 72
2024
Q3 		$1.96M Buy
11,491
+29
+0.3% +$4.2K 0.12% 74
2024
Q2 		$1.62M Buy
11,462
+264
+2% +$32.8K 0.11% 75
2024
Q1 		$1.41M Sell
11,198
-1
-0% -$114 0.1% 81
2023
Q4 		$1.18M Hold
11,199
– – 0.09% 84
2023
Q3 		$1.19M Sell
11,199
-1,019
-8% -$118K 0.1% 82
2023
Q2 		$1.46M Buy
12,218
+4,539
+59% +$469K 0.12% 70
2023
Q1 		$714K Sell
7,679
-148
-2% -$13K 0.06% 103
2022
Q4 		$640K Buy
7,827
+186
+2% +$14.1K 0.06% 103
2022
Q3 		$467K Buy
7,641
+127
+2% +$9.3K 0.05% 112
2022
Q2 		$525K Sell
7,514
-14
-0.2% -$1.02K 0.05% 105
2022
Q1 		$622K Buy
+7,528
New +$610K 0.05% 102
2021
Q2 		– Sell
-2,883
Closed -$202K – 171
2021
Q1 		$202K Buy
+2,883
New +$187K 0.02% 167
2016
Q4 		– Sell
-1,500
Closed -$59K – 248
2016
Q3 		$59K Hold
1,500
– – 0.02% 176
2016
Q2 		$61K Sell
1,500
-968
-39% -$38.7K 0.02% 177
2016
Q1 		$101K Hold
2,468
– – 0.04% 139
2015
Q4 		$90K Sell
2,468
-968
-28% -$37K 0.03% 172
2015
Q3 		$124K Hold
3,436
– – 0.05% 139
2015
Q2 		$138K Hold
3,436
– – 0.05% 104
2015
Q1 		$148K Hold
3,436
– – 0.06% 97
2014
Q4 		$154K Buy
+3,436
New +$140K 0.06% 93

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

Klingman & Associates's ORCL Position: Q2 2026 in Review

Klingman & Associates reduced its Oracle (ORCL) stake by 2.9% in Q2 2026, selling an estimated $76.1K and leaving 14,244 shares worth $2.09M. The position accounts for 0.09% of the portfolio, ranked #87.

Klingman & Associates first reported a position in ORCL in Q4 2014 and has held it in 27 quarters since. The position peaked at $4.09M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Klingman & Associates held 14,244 shares of Oracle worth $2.09M as of Q2 2026.
  • Klingman & Associates sold 420 Oracle shares in Q2 2026, an estimated $76.1K.
  • Oracle made up 0.09% of Klingman & Associates's portfolio in Q2 2026, its #87 holding.
  • Klingman & Associates first reported a position in Oracle in Q4 2014 and has held it in 27 quarters since.
  • Klingman & Associates's Oracle position peaked at $4.09M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.