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Leavell Investment Management’s Oracle ORCL Stock Holding History

Leavell Investment Management’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 		$4.77M Sell
32,515
-177
-0.5% -$32.1K 0.17% 139
2026
Q1 		$4.81M Sell
32,692
-3,112
-9% -$506K 0.2% 127
2025
Q4 		$6.98M Sell
35,804
-2,534
-7% -$603K 0.29% 85
2025
Q3 		$10.8M Buy
38,338
+726
+2% +$185K 0.45% 48
2025
Q2 		$8.22M Buy
37,612
+1,641
+5% +$265K 0.37% 61
2025
Q1 		$5.03M Buy
35,971
+2,114
+6% +$344K 0.25% 97
2024
Q4 		$5.64M Buy
33,857
+986
+3% +$175K 0.28% 88
2024
Q3 		$5.6M Buy
32,871
+7,501
+30% +$1.09M 0.28% 86
2024
Q2 		$3.58M Buy
25,370
+2,382
+10% +$296K 0.2% 114
2024
Q1 		$2.89M Sell
22,988
-2,508
-10% -$287K 0.17% 130
2023
Q4 		$2.69M Buy
25,496
+42
+0.2% +$4.58K 0.17% 133
2023
Q3 		$2.7M Buy
25,454
+857
+3% +$99.2K 0.19% 125
2023
Q2 		$2.93M Buy
24,597
+2,329
+10% +$241K 0.2% 122
2023
Q1 		$2.07M Sell
22,268
-84
-0.4% -$7.37K 0.15% 145
2022
Q4 		$1.83M Sell
22,352
-14
-0.1% -$1.06K 0.14% 158
2022
Q3 		$1.37M Buy
22,366
+1,882
+9% +$138K 0.11% 185
2022
Q2 		$1.43M Sell
20,484
-155
-0.8% -$11.3K 0.11% 181
2022
Q1 		$1.71M Sell
20,639
-75
-0.4% -$6.07K 0.12% 165
2021
Q4 		$1.81M Buy
20,714
+228
+1% +$21.4K 0.12% 166
2021
Q3 		$1.78M Sell
20,486
-97
-0.5% -$8.57K 0.13% 154
2021
Q2 		$1.44M Hold
20,583
– – 0.12% 167
2021
Q1 		$1.44M Buy
20,583
+52
+0.3% +$3.37K 0.12% 167
2020
Q4 		$1.33M Sell
20,531
-21
-0.1% -$1.25K 0.11% 168
2020
Q3 		$1.23M Sell
20,552
-94
-0.5% -$5.34K 0.11% 168
2020
Q2 		$1.14M Buy
20,646
+601
+3% +$31.8K 0.11% 167
2020
Q1 		$969K Sell
20,045
-313
-2% -$16.2K 0.11% 163
2019
Q4 		$1.08M Sell
20,358
-99
-0.5% -$5.45K 0.1% 175
2019
Q3 		$1.13M Sell
20,457
-369
-2% -$20.4K 0.12% 171
2019
Q2 		$1.19M Sell
20,826
-2,174
-9% -$118K 0.12% 164
2019
Q1 		$1.24M Sell
23,000
-1,023
-4% -$52.1K 0.14% 157
2018
Q4 		$1.08M Sell
24,023
-49
-0.2% -$2.35K 0.14% 157
2018
Q3 		$1.24M Sell
24,072
-398
-2% -$19.3K 0.13% 161
2018
Q2 		$1.08M Sell
24,470
-1,427
-6% -$65.7K 0.12% 169
2018
Q1 		$1.19M Sell
25,897
-5,747
-18% -$286K 0.14% 160
2017
Q4 		$1.5M Buy
31,644
+7,752
+32% +$380K 0.18% 146
2017
Q3 		$1.16M Buy
23,892
+981
+4% +$48.8K 0.14% 158
2017
Q2 		$1.15M Buy
22,911
+351
+2% +$16K 0.15% 156
2017
Q1 		$1.01M Buy
22,560
+1,002
+5% +$41.7K 0.13% 160
2016
Q4 		$829K Sell
21,558
-5,687
-21% -$222K 0.11% 170
2016
Q3 		$1.07M Sell
27,245
-301
-1% -$12.3K 0.16% 152
2016
Q2 		$1.13M Sell
27,546
-4,600
-14% -$184K 0.17% 147
2016
Q1 		$1.31M Buy
32,146
+14,100
+78% +$522K 0.2% 129
2015
Q4 		$659K Sell
18,046
-6,075
-25% -$232K 0.1% 190
2015
Q3 		$871K Sell
24,121
-6,225
-21% -$239K 0.14% 160
2015
Q2 		$1.22M Buy
30,346
+600
+2% +$26K 0.19% 148
2015
Q1 		$1.28M Buy
29,746
+2,650
+10% +$115K 0.19% 146
2014
Q4 		$1.22M Buy
27,096
+1,051
+4% +$42.8K 0.19% 152
2014
Q3 		$997K Hold
26,045
– – 0.16% 165
2014
Q2 		$1.06M Buy
26,045
+1,725
+7% +$71K 0.17% 163
2014
Q1 		$995K Buy
24,320
+125
+0.5% +$4.76K 0.17% 161
2013
Q4 		$926K Buy
24,195
+10,000
+70% +$344K 0.16% 165
2013
Q3 		$471K Hold
14,195
– – 0.08% 221
2013
Q2 		$436K Buy
+14,195
New +$471K 0.08% 225

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Leavell Investment Management's ORCL Position: Q2 2026 in Review

Leavell Investment Management reduced its Oracle (ORCL) stake by 0.54% in Q2 2026, selling an estimated $32.1K and leaving 32,515 shares worth $4.77M. The position accounts for 0.17% of the portfolio, ranked #139.

Leavell Investment Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.8M in Q3 2025. 821 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Leavell Investment Management held 32,515 shares of Oracle worth $4.77M as of Q2 2026.
  • Leavell Investment Management sold 177 Oracle shares in Q2 2026, an estimated $32.1K.
  • Oracle made up 0.17% of Leavell Investment Management's portfolio in Q2 2026, its #139 holding.
  • Leavell Investment Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Oracle position peaked at $10.8M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.