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Timothy G. Youngquist 2020 Irrevocable Trust’s Oracle ORCL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-597
Closed -$87.8K – 373
2026
Q1 		$87.8K Buy
+597
New +$97K 0.04% 173

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's ORCL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Oracle (ORCL) in Q2 2026, closing a stake of 597 shares — an estimated $87.8K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ORCL in Q1 2026 and held it in 1 quarter. The position peaked at $87.8K in Q1 2026. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 597 Oracle shares in Q2 2026, an estimated $87.8K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Oracle in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Oracle position peaked at $87.8K in Q1 2026.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.