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Martin Capital Advisors’s Oracle ORCL Stock Holding History

Martin Capital Advisors’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 		$2.56M Buy
17,438
+653
+4% +$118K 1.34% 16
2026
Q1 		$2.47M Sell
16,785
-80
-0.5% -$13K 1.56% 15
2025
Q4 		$3.29M Buy
16,865
+152
+0.9% +$36.2K 1.93% 13
2025
Q3 		$4.7M Buy
16,713
+89
+0.5% +$22.7K 2.84% 8
2025
Q2 		$3.63M Buy
16,624
+300
+2% +$48.4K 2.36% 11
2025
Q1 		$2.28M Sell
16,324
-609
-4% -$99.2K 1.63% 13
2024
Q4 		$2.82M Sell
16,933
-55
-0.3% -$9.77K 1.82% 14
2024
Q3 		$2.89M Buy
16,988
+143
+0.8% +$20.7K 2.06% 12
2024
Q2 		$2.38M Buy
16,845
+62
+0.4% +$7.7K 1.78% 14
2024
Q1 		$2.11M Hold
16,783
– – 1.65% 20
2023
Q4 		$1.77M Buy
16,783
+170
+1% +$18.6K 1.49% 22
2023
Q3 		$1.76M Buy
16,613
+647
+4% +$74.9K 1.71% 16
2023
Q2 		$1.9M Hold
15,966
– – 1.74% 16
2023
Q1 		$1.48M Sell
15,966
-1,620
-9% -$142K 1.53% 20
2022
Q4 		$1.44M Buy
17,586
+4,643
+36% +$353K 1.61% 19
2022
Q3 		$790K Sell
12,943
-8,100
-38% -$593K 1.16% 28
2022
Q2 		$1.47M Hold
21,043
– – 1.3% 24
2022
Q1 		$1.74M Hold
21,043
– – 1.19% 24
2021
Q4 		$1.83M Buy
+21,043
New +$1.98M 1.14% 26

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Martin Capital Advisors's ORCL Position: Q2 2026 in Review

Martin Capital Advisors increased its Oracle (ORCL) stake by 3.9% in Q2 2026, buying an estimated $118K and bringing the position to 17,438 shares worth $2.56M. The position accounts for 1.34% of the portfolio, ranked #16.

Martin Capital Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.7M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Martin Capital Advisors held 17,438 shares of Oracle worth $2.56M as of Q2 2026.
  • Martin Capital Advisors bought 653 Oracle shares in Q2 2026, an estimated $118K.
  • Oracle made up 1.34% of Martin Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Martin Capital Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Martin Capital Advisors's Oracle position peaked at $4.7M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.