Lee, Danner & Bass’s Oracle ORCL Stock Holding History

Lee, Danner & Bass’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	$9.81M	Buy	66,943 +6,226	+10%	+$1.13M	0.57%	42
2026 Q1	$8.93M	Buy	60,717 +2,410	+4%	+$392K	0.56%	45
2025 Q4	$11.4M	Buy	58,307 +14,958	+35%	+$3.56M	0.81%	29
2025 Q3	$12.2M	Sell	43,349 -1,082	-2%	-$276K	0.89%	28
2025 Q2	$9.71M	Buy	44,431 +199	+0.4%	+$32.1K	0.76%	32
2025 Q1	$6.18M	Sell	44,232 -710	-2%	-$116K	0.5%	42
2024 Q4	$7.49M	Buy	44,942 +573	+1%	+$102K	0.59%	36
2024 Q3	$7.56M	Sell	44,369 -1,150	-3%	-$167K	0.53%	36
2024 Q2	$6.43M	Buy	+45,519	New	+$5.65M	0.5%	43
2023 Q4	$4.81M	Sell	45,619 -525	-1%	-$57.3K	0.41%	53
2023 Q3	$4.89M	Sell	46,144 -800	-2%	-$92.6K	0.44%	54
2023 Q2	$5.59M	Sell	46,944 -1,496	-3%	-$155K	0.48%	48
2023 Q1	$4.5M	Sell	48,440 -1,500	-3%	-$132K	0.41%	57
2022 Q4	$4.08M	Sell	49,940 -1,450	-3%	-$110K	0.39%	65
2022 Q3	$3.14M	Sell	51,390 -475	-0.9%	-$34.8K	0.33%	70
2022 Q2	$3.62M	Buy	51,865 +1,141	+2%	+$83.5K	0.37%	67
2022 Q1	$4.2M	Buy	50,724 +1,576	+3%	+$128K	0.36%	64
2021 Q4	$4.29M	Sell	49,148 -775	-2%	-$72.8K	0.37%	64
2021 Q3	$4.35M	Sell	49,923 -225	-0.4%	-$19.9K	0.4%	61
2021 Q2	$3.9M	Buy	50,148 +1,520	+3%	+$119K	0.35%	73
2021 Q1	$3.41M	Hold	48,628	–	–	0.33%	75
2020 Q4	$3.15M	Sell	48,628 -1,214	-2%	-$72.3K	0.34%	73
2020 Q3	$2.98M	Sell	49,842 -745	-1%	-$42.3K	0.35%	67
2020 Q2	$2.8M	Sell	50,587 -1,525	-3%	-$80.8K	0.36%	68
2020 Q1	$2.52M	Sell	52,112 -14	-0%	-$723	0.36%	64
2019 Q4	$2.76M	Sell	52,126 -1,200	-2%	-$66.1K	0.29%	77
2019 Q3	$2.94M	Buy	53,326 +393	+0.7%	+$21.7K	0.31%	67
2019 Q2	$3.02M	Sell	52,933 -1,450	-3%	-$78.5K	0.32%	67
2019 Q1	$2.92M	Sell	54,383 -835	-2%	-$42.5K	0.32%	65
2018 Q4	$2.49M	Sell	55,218 -22,476	-29%	-$1.08M	0.29%	73
2018 Q3	$4.01M	Sell	77,694 -3,051	-4%	-$148K	0.4%	60
2018 Q2	$3.56M	Buy	80,745 +1,050	+1%	+$48.4K	0.38%	63
2018 Q1	$3.65M	Buy	79,695 +1,430	+2%	+$71.1K	0.38%	61
2017 Q4	$3.7M	Buy	78,265 +16,561	+27%	+$812K	0.38%	64
2017 Q3	$2.98M	Buy	61,704 +2,511	+4%	+$125K	0.32%	72
2017 Q2	$2.97M	Sell	59,193 -220	-0.4%	-$10K	0.33%	69
2017 Q1	$2.65M	Buy	59,413 +115	+0.2%	+$4.79K	0.3%	73
2016 Q4	$2.28M	Sell	59,298 -1,958	-3%	-$76.6K	0.27%	75
2016 Q3	$2.41M	Sell	61,256 -1,515	-2%	-$61.7K	0.29%	71
2016 Q2	$2.57M	Hold	62,771	–	–	0.31%	68
2016 Q1	$2.55M	Sell	62,771 -1,300	-2%	-$48.1K	0.31%	69
2015 Q4	$2.34M	Sell	64,071 -5,173	-7%	-$198K	0.31%	68
2015 Q3	$2.5M	Buy	69,244 +700	+1%	+$26.9K	0.33%	65
2015 Q2	$2.76M	Buy	68,544 +208	+0.3%	+$9.02K	0.33%	67
2015 Q1	$2.95M	Buy	68,336 +2,845	+4%	+$123K	0.35%	63
2014 Q4	$2.94M	Sell	65,491 -306	-0.5%	-$12.5K	0.35%	61
2014 Q3	$2.52M	Sell	65,797 -5,000	-7%	-$202K	0.31%	65
2014 Q2	$2.87M	Sell	70,797 -632	-0.9%	-$26K	0.35%	61
2014 Q1	$2.92M	Buy	71,429 +1,400	+2%	+$53.3K	0.38%	61
2013 Q4	$2.68M	Sell	70,029 -5,010	-7%	-$172K	0.36%	59
2013 Q3	$2.49M	Buy	75,039 +2,162	+3%	+$70.1K	0.35%	59
2013 Q2	$2.24M	Buy	+72,877	New	+$2.42M	0.33%	58

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lee, Danner & Bass's ORCL Position: Q2 2026 in Review

Lee, Danner & Bass increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $1.13M and bringing the position to 66,943 shares worth $9.81M. The position accounts for 0.57% of the portfolio, ranked #42.

Lee, Danner & Bass first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q3 2025. 1,425 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lee, Danner & Bass held 66,943 shares of Oracle worth $9.81M as of Q2 2026.
Lee, Danner & Bass bought 6,226 Oracle shares in Q2 2026, an estimated $1.13M.
Oracle made up 0.57% of Lee, Danner & Bass's portfolio in Q2 2026, its #42 holding.
Lee, Danner & Bass first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Lee, Danner & Bass's Oracle position peaked at $12.2M in Q3 2025.
1,425 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.