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MassMutual Private Wealth & Trust’s Oracle ORCL Stock Holding History

MassMutual Private Wealth & 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 		$3.27M Buy
22,334
+4,411
+25% +$799K 0.08% 161
2026
Q1 		$2.64M Buy
17,923
+224
+1% +$36.4K 0.07% 176
2025
Q4 		$3.45M Buy
17,699
+305
+2% +$72.6K 0.09% 156
2025
Q3 		$4.89M Buy
17,394
+198
+1% +$50.4K 0.12% 137
2025
Q2 		$3.76M Buy
17,196
+190
+1% +$30.7K 0.1% 152
2025
Q1 		$2.38M Buy
17,006
+1,687
+11% +$275K 0.07% 187
2024
Q4 		$2.55M Sell
15,319
-3,194
-17% -$567K 0.07% 181
2024
Q3 		$3.15M Buy
18,513
+3,167
+21% +$459K 0.09% 173
2024
Q2 		$2.17M Buy
15,346
+2,508
+20% +$311K 0.07% 185
2024
Q1 		$1.61M Buy
12,838
+5,560
+76% +$636K 0.05% 205
2023
Q4 		$767K Buy
7,278
+505
+7% +$55.1K 0.03% 247
2023
Q3 		$717K Buy
6,773
+810
+14% +$93.8K 0.03% 247
2023
Q2 		$710K Buy
5,963
+97
+2% +$10K 0.03% 247
2023
Q1 		$545K Buy
5,866
+1,067
+22% +$93.6K 0.02% 260
2022
Q4 		$392K Buy
4,799
+207
+5% +$15.7K 0.02% 293
2022
Q3 		$280K Sell
4,592
-1,267
-22% -$92.8K 0.01% 305
2022
Q2 		$409K Sell
5,859
-2,772
-32% -$203K 0.02% 281
2022
Q1 		$714K Sell
8,631
-1,314
-13% -$106K 0.03% 257
2021
Q4 		$867K Sell
9,945
-6,897
-41% -$648K 0.03% 254
2021
Q3 		$1.47M Buy
16,842
+1,262
+8% +$111K 0.06% 203
2021
Q2 		$1.21M Sell
15,580
-709
-4% -$55.5K 0.05% 216
2021
Q1 		$1.14M Buy
16,289
+187
+1% +$12.1K 0.05% 213
2020
Q4 		$1.04M Sell
16,102
-5,090
-24% -$303K 0.05% 206
2020
Q3 		$1.26M Sell
21,192
-2,854
-12% -$162K 0.07% 175
2020
Q2 		$1.33M Buy
24,046
+7,119
+42% +$377K 0.09% 179
2020
Q1 		$818K Sell
16,927
-3,457
-17% -$178K 0.07% 193
2019
Q4 		$1.08M Sell
20,384
-2,081
-9% -$115K 0.07% 199
2019
Q3 		$1.24M Sell
22,465
-327
-1% -$18.1K 0.08% 183
2019
Q2 		$1.3M Sell
22,792
-24,618
-52% -$1.33M 0.09% 182
2019
Q1 		$2.55M Sell
47,410
-30,420
-39% -$1.55M 0.18% 131
2018
Q4 		$3.51M Sell
77,830
-8,685
-10% -$416K 0.3% 88
2018
Q3 		$4.46M Sell
86,515
-2,207
-2% -$107K 0.33% 80
2018
Q2 		$3.91M Buy
88,722
+2,607
+3% +$120K 0.31% 81
2018
Q1 		$3.94M Buy
86,115
+1,249
+1% +$62.1K 0.33% 80
2017
Q4 		$4.01M Sell
84,866
-291
-0.3% -$14.3K 0.33% 80
2017
Q3 		$4.12M Sell
85,157
-762
-0.9% -$37.9K 0.34% 83
2017
Q2 		$4.31M Buy
85,919
+1,395
+2% +$63.6K 0.38% 74
2017
Q1 		$3.77M Sell
84,524
-54,605
-39% -$2.27M 0.35% 86
2016
Q4 		$5.35M Buy
+139,129
New +$5.44M 0.65% 36
2016
Q2 		$5.37M Buy
131,227
+4,750
+4% +$190K 0.68% 31
2016
Q1 		$5.17M Buy
126,477
+5,376
+4% +$199K 0.7% 30
2015
Q4 		$4.42M Buy
121,101
+34,181
+39% +$1.31M 0.63% 43
2015
Q3 		$3.33M Buy
86,920
+8,172
+10% +$314K 0.7% 37
2015
Q2 		$3.19M Sell
78,748
-32,232
-29% -$1.4M 0.71% 34
2015
Q1 		$4.79M Buy
110,980
+46,395
+72% +$2.01M 0.79% 29
2014
Q4 		$2.9M Sell
64,585
-22,335
-26% -$909K 0.94% 20
2014
Q3 		$3.33M Buy
86,920
+35,553
+69% +$1.44M 0.66% 39
2014
Q2 		$2.08M Buy
51,367
+11,562
+29% +$476K 0.82% 27
2014
Q1 		$1.63M Buy
39,805
+12,093
+44% +$460K 0.95% 26
2013
Q4 		$1.06M Buy
+27,712
New +$953K 0.98% 22

Other funds holding ORCL

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's ORCL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Oracle (ORCL) stake by 25% in Q2 2026, buying an estimated $799K and bringing the position to 22,334 shares worth $3.27M. The position accounts for 0.08% of the portfolio, ranked #161.

MassMutual Private Wealth & Trust first reported a position in ORCL in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.37M in Q2 2016. 1,720 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 22,334 shares of Oracle worth $3.27M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 4,411 Oracle shares in Q2 2026, an estimated $799K.
  • Oracle made up 0.08% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #161 holding.
  • MassMutual Private Wealth & Trust first reported a position in Oracle in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Oracle position peaked at $5.37M in Q2 2016.
  • 1,720 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.