Means Investment Company’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.05M | Buy |
34,439
+416
| +1% | +$75.4K | 0.38% | 38 |
|
|
2026
Q1 | $5.01M | Buy |
34,023
+443
| +1% | +$72K | 0.44% | 37 |
|
|
2025
Q4 | $6.54M | Sell |
33,580
-272
| -0.8% | -$64.8K | 0.55% | 25 |
|
|
2025
Q3 | $9.52M | Buy |
33,852
+109
| +0.3% | +$27.8K | 0.82% | 23 |
|
|
2025
Q2 | $7.38M | Sell |
33,743
-259
| -0.8% | -$41.8K | 0.7% | 24 |
|
|
2025
Q1 | $4.75M | Sell |
34,002
-1,213
| -3% | -$197K | 0.5% | 32 |
|
|
2024
Q4 | $5.87M | Sell |
35,215
-521
| -1% | -$92.5K | 0.61% | 33 |
|
|
2024
Q3 | $6.09M | Buy |
35,736
+481
| +1% | +$69.7K | 0.68% | 29 |
|
|
2024
Q2 | $4.98M | Sell |
35,255
-55
| -0.2% | -$6.83K | 0.6% | 29 |
|
|
2024
Q1 | $4.44M | Sell |
35,310
-11
| -0% | -$1.26K | 0.57% | 31 |
|
|
2023
Q4 | $3.72M | Buy |
35,321
+16
| +0% | +$1.75K | 0.54% | 32 |
|
|
2023
Q3 | $3.74M | Buy |
35,305
+167
| +0.5% | +$19.3K | 0.61% | 31 |
|
|
2023
Q2 | $4.18M | Sell |
35,138
-88
| -0.2% | -$9.1K | 0.66% | 29 |
|
|
2023
Q1 | $3.27M | Sell |
35,226
-200
| -0.6% | -$17.5K | 0.58% | 40 |
|
|
2022
Q4 | $2.9M | Sell |
35,426
-313
| -0.9% | -$23.8K | 0.58% | 40 |
|
|
2022
Q3 | $2.18M | Sell |
35,739
-74
| -0.2% | -$5.42K | 0.47% | 46 |
|
|
2022
Q2 | $2.5M | Sell |
35,813
-586
| -2% | -$42.9K | 0.53% | 41 |
|
|
2022
Q1 | $3.01M | Buy |
36,399
+326
| +0.9% | +$26.4K | 0.55% | 38 |
|
|
2021
Q4 | $3.15M | Sell |
36,073
-54
| -0.1% | -$5.07K | 0.56% | 40 |
|
|
2021
Q3 | $3.15M | Buy |
36,127
+5
| +0% | +$442 | 0.62% | 35 |
|
|
2021
Q2 | $2.81M | Sell |
36,122
-837
| -2% | -$65.5K | 0.56% | 39 |
|
|
2021
Q1 | $2.59M | Sell |
36,959
-182
| -0.5% | -$11.8K | 0.59% | 40 |
|
|
2020
Q4 | $2.33M | Sell |
37,141
-22
| -0.1% | -$1.31K | 0.53% | 43 |
|
|
2020
Q3 | $2.11M | Buy |
37,163
+2,028
| +6% | +$115K | 0.58% | 40 |
|
|
2020
Q2 | $1.91M | Buy |
35,135
+39
| +0.1% | +$2.07K | 0.6% | 42 |
|
|
2020
Q1 | $1.83M | Buy |
35,096
+21
| +0.1% | +$1.08K | 0.71% | 38 |
|
|
2019
Q4 | $1.93M | Hold |
35,075
| – | – | 0.65% | 44 |
|
|
2019
Q3 | $1.95M | Buy |
35,075
+12
| +0% | +$663 | 0.73% | 40 |
|
|
2019
Q2 | $2.09M | Sell |
35,063
-1,218
| -3% | -$65.9K | 0.86% | 37 |
|
|
2019
Q1 | $1.95M | Buy |
36,281
+1,085
| +3% | +$55.3K | 0.86% | 37 |
|
|
2018
Q4 | $1.59M | Buy |
+35,196
| New | +$1.69M | 0.88% | 32 |
|
Other funds holding ORCL
Means Investment Company's ORCL Position: Q2 2026 in Review
Means Investment Company increased its Oracle (ORCL) stake by 1.2% in Q2 2026, buying an estimated $75.4K and bringing the position to 34,439 shares worth $5.05M. The position accounts for 0.38% of the portfolio, ranked #38.
Means Investment Company first reported a position in ORCL in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.52M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Means Investment Company held 34,439 shares of Oracle worth $5.05M as of Q2 2026.
- Means Investment Company bought 416 Oracle shares in Q2 2026, an estimated $75.4K.
- Oracle made up 0.38% of Means Investment Company's portfolio in Q2 2026, its #38 holding.
- Means Investment Company first reported a position in Oracle in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Oracle position peaked at $9.52M in Q3 2025.
- 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.