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Latitude Advisors’s Oracle ORCL Stock Holding History

Latitude Advisors’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
-1,538
Closed -$226K – 246
2026
Q1 		$226K Sell
1,538
-753
-33% -$122K 0.1% 200
2025
Q4 		$447K Sell
2,291
-127
-5% -$30.2K 0.2% 117
2025
Q3 		$680K Sell
2,418
-300
-11% -$76.4K 0.31% 79
2025
Q2 		$594K Buy
2,718
+2
+0.1% +$323 0.3% 79
2025
Q1 		$380K Buy
2,716
+232
+9% +$37.8K 0.22% 110
2024
Q4 		$414K Sell
2,484
-55
-2% -$9.77K 0.23% 98
2024
Q3 		$433K Buy
2,539
+72
+3% +$10.4K 0.24% 103
2024
Q2 		$348K Sell
2,467
-37
-1% -$4.59K 0.21% 108
2024
Q1 		$315K Buy
2,504
+275
+12% +$31.5K 0.2% 113
2023
Q4 		$235K Buy
2,229
+1
+0% +$109 0.17% 141
2023
Q3 		$236K Buy
2,228
+1
+0% +$116 0.17% 136
2023
Q2 		$265K Sell
2,227
-5,084
-70% -$526K 0.18% 123
2023
Q1 		$679K Sell
7,311
-792
-10% -$69.5K 0.49% 40
2022
Q4 		$662K Sell
8,103
-877
-10% -$66.6K 0.5% 38
2022
Q3 		$548K Buy
8,980
+224
+3% +$16.4K 0.45% 40
2022
Q2 		$612K Sell
8,756
-18,335
-68% -$1.34M 0.56% 38
2022
Q1 		$2.24M Buy
27,091
+5,158
+24% +$418K 0.5% 32
2021
Q4 		$1.91M Buy
21,933
+79
+0.4% +$7.42K 0.53% 27
2021
Q3 		$1.9M Buy
21,854
+11,494
+111% +$1.02M 0.6% 27
2021
Q2 		$806K Sell
10,360
-81
-0.8% -$6.34K 0.6% 33
2021
Q1 		$733K Sell
10,441
-7,073
-40% -$458K 0.6% 35
2020
Q4 		$1.13M Buy
+17,514
New +$1.04M 1% 20

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

Latitude Advisors's ORCL Position: Q2 2026 in Review

Latitude Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,538 shares — an estimated $226K sold.

Latitude Advisors first reported a position in ORCL in Q4 2020 and held it in 22 quarters. The position peaked at $2.24M in Q1 2022. 1,593 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Latitude Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Latitude Advisors sold 1,538 Oracle shares in Q2 2026, an estimated $226K.
  • Latitude Advisors first reported a position in Oracle in Q4 2020 and held it in 22 quarters.
  • Latitude Advisors's Oracle position peaked at $2.24M in Q1 2022.
  • 1,593 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.