Lindsell Train’s Oracle ORCL Stock Holding History

Lindsell Train’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	$1.32M	Hold	9,000	–	–	0.05%	24
2026 Q1	$1.32M	Hold	9,000	–	–	0.04%	22
2025 Q4	$1.75M	Hold	9,000	–	–	0.04%	21
2025 Q3	$2.53M	Sell	9,000 -8,500	-49%	-$2.16M	0.06%	18
2025 Q2	$3.83M	Sell	17,500 -1,700	-9%	-$275K	0.09%	14
2025 Q1	$2.68M	Hold	19,200	–	–	0.07%	17
2024 Q4	$3.2M	Hold	19,200	–	–	0.08%	16
2024 Q3	$3.27M	Hold	19,200	–	–	0.07%	12
2024 Q2	$2.67M	Hold	19,200	–	–	0.06%	14
2024 Q1	$2.4M	Hold	19,200	–	–	0.05%	16
2023 Q4	$2.02M	Hold	19,200	–	–	0.04%	17
2023 Q3	$2.03M	Hold	19,200	–	–	0.04%	14
2023 Q2	$2.29M	Hold	19,200	–	–	0.04%	14
2023 Q1	$1.78M	Buy	19,200 +600	+3%	+$52.6K	0.03%	16
2022 Q4	$1.52M	Hold	18,600	–	–	0.03%	17
2022 Q3	$1.14M	Hold	18,600	–	–	0.02%	23
2022 Q2	$1.3M	Hold	18,600	–	–	0.03%	22
2022 Q1	$1.54M	Hold	18,600	–	–	0.02%	19
2021 Q4	$1.62M	Hold	18,600	–	–	0.02%	19
2021 Q3	$1.62M	Hold	18,600	–	–	0.02%	18
2021 Q2	$1.45M	Hold	18,600	–	–	0.02%	19
2021 Q1	$1.3M	Hold	18,600	–	–	0.02%	19
2020 Q4	$1.2M	Hold	18,600	–	–	0.02%	23
2020 Q3	$1.11M	Hold	18,600	–	–	0.02%	23
2020 Q2	$1.03M	Buy	+18,600	New	+$985K	0.02%	23

Other funds holding ORCL

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

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 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 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lindsell Train's ORCL Position: Q2 2026 in Review

Lindsell Train held its Oracle (ORCL) position steady in Q2 2026 at 9,000 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #24.

Lindsell Train first reported a position in ORCL in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.83M in Q2 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lindsell Train held 9,000 shares of Oracle worth $1.32M as of Q2 2026.
Lindsell Train left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.05% of Lindsell Train's portfolio in Q2 2026, its #24 holding.
Lindsell Train first reported a position in Oracle in Q2 2020 and has held it in 25 quarters since.
Lindsell Train's Oracle position peaked at $3.83M in Q2 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.