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Matthew Hamilton Rosenberg’s Oracle ORCL Stock Holding History

Matthew Hamilton Rosenberg’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 		$625K Buy
4,262
+318
+8% +$57.6K 0.12% 86
2026
Q1 		$580K Buy
3,944
+204
+5% +$33.2K 0.12% 78
2025
Q4 		$729K Sell
3,740
-28
-0.7% -$6.67K 0.15% 63
2025
Q3 		$1.06M Hold
3,768
– – 0.23% 45
2025
Q2 		$824K Sell
3,768
-339
-8% -$54.7K 0.19% 51
2025
Q1 		$574K Buy
4,107
+14
+0.3% +$2.28K 0.14% 69
2024
Q4 		$682K Sell
4,093
-34
-0.8% -$6.04K 0.18% 55
2024
Q3 		$703K Buy
4,127
+130
+3% +$18.8K 0.18% 58
2024
Q2 		$572K Sell
3,997
-248
-6% -$30.8K 0.17% 65
2024
Q1 		$533K Sell
4,245
-74
-2% -$8.47K 0.15% 67
2023
Q4 		$455K Sell
4,319
-29
-0.7% -$3.17K 0.14% 73
2023
Q3 		$460K Hold
4,348
– – 0.15% 66
2023
Q2 		$518K Buy
4,348
+1
+0% +$103 0.18% 62
2023
Q1 		$404K Buy
4,347
+1
+0% +$88 0.13% 85
2022
Q4 		$355K Sell
4,346
-71
-2% -$5.4K 0.12% 102
2022
Q3 		$270K Buy
4,417
+394
+10% +$28.8K 0.1% 115
2022
Q2 		$285K Buy
4,023
+705
+21% +$51.6K 0.11% 116
2022
Q1 		$274K Buy
3,318
+450
+16% +$36.4K 0.1% 131
2021
Q4 		$250K Buy
2,868
+95
+3% +$8.92K 0.09% 150
2021
Q3 		$242K Buy
2,773
+425
+18% +$37.5K 0.1% 137
2021
Q2 		$183K Buy
2,348
+399
+20% +$31.2K 0.1% 148
2021
Q1 		$137K Sell
1,949
-37
-2% -$2.4K 0.08% 189
2020
Q4 		$128K Hold
1,986
– – 0.08% 183
2020
Q3 		$119K Buy
1,986
+144
+8% +$8.18K 0.09% 163
2020
Q2 		$102K Hold
1,842
– – 0.08% 184
2020
Q1 		$90K Buy
+1,842
New +$95.1K 0.09% 144

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
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
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

Matthew Hamilton Rosenberg's ORCL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Oracle (ORCL) stake by 8.1% in Q2 2026, buying an estimated $57.6K and bringing the position to 4,262 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #86.

Matthew Hamilton Rosenberg first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.06M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Matthew Hamilton Rosenberg held 4,262 shares of Oracle worth $625K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 318 Oracle shares in Q2 2026, an estimated $57.6K.
  • Oracle made up 0.12% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #86 holding.
  • Matthew Hamilton Rosenberg first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Oracle position peaked at $1.06M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.