LCM
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Logan Capital Management’s Oracle ORCL Stock Holding History

Logan Capital 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 		– Sell
-53,451
Closed -$7.86M – 627
2026
Q1 		$7.86M Buy
+53,451
New +$8.69M 0.34% 87

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Logan Capital Management's ORCL Position: Q2 2026 in Review

Logan Capital Management opened a new position in Oracle (ORCL) in Q2 2026: 52,476 shares worth $7.69M. The stake represents 0.29% of the portfolio and ranks #95 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in ORCL as recently as Q4 2025.

Logan Capital Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.5M in Q1 2014. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Logan Capital Management held 52,476 shares of Oracle worth $7.69M as of Q2 2026.
  • Oracle was a new Logan Capital Management position in Q2 2026.
  • Oracle made up 0.29% of Logan Capital Management's portfolio in Q2 2026, its #95 holding.
  • Logan Capital Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Oracle position peaked at $20.5M in Q1 2014.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.