MU
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Mirova US’s Oracle ORCL Stock Holding History

Mirova US’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 		$62.9M Buy
+429,354
New +$77.8M 0.68% 35
2022
Q1 		– Sell
-1,257,322
Closed -$110M – 26
2021
Q4 		$110M Buy
1,257,322
+369,506
+42% +$34.7M 2.06% 21
2021
Q3 		$77.4M Buy
887,816
+83,119
+10% +$7.34M 1.81% 21
2021
Q2 		$62.6M Buy
804,697
+88,764
+12% +$6.95M 1.68% 22
2021
Q1 		$50.2M Buy
715,933
+119,560
+20% +$7.74M 1.75% 20
2020
Q4 		$38.6M Buy
596,373
+93,126
+19% +$5.54M 1.68% 19
2020
Q3 		$30M Buy
503,247
+128,073
+34% +$7.28M 1.72% 18
2020
Q2 		$20.7M Buy
375,174
+64,470
+21% +$3.42M 1.81% 18
2020
Q1 		$15M Buy
310,704
+55,427
+22% +$2.86M 1.99% 17
2019
Q4 		$13.5M Buy
+255,277
New +$14.1M 1.83% 18

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirova US's ORCL Position: Q2 2026 in Review

Mirova US opened a new position in Oracle (ORCL) in Q2 2026: 429,354 shares worth $62.9M. The stake represents 0.68% of the portfolio and ranks #35 among its holdings. This is a return to the name: Mirova US previously reported a position in ORCL as recently as Q4 2021.

Mirova US first reported a position in ORCL in Q4 2019 and has held it in 10 quarters since. The position peaked at $110M in Q4 2021. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mirova US held 429,354 shares of Oracle worth $62.9M as of Q2 2026.
  • Oracle was a new Mirova US position in Q2 2026.
  • Oracle made up 0.68% of Mirova US's portfolio in Q2 2026, its #35 holding.
  • Mirova US first reported a position in Oracle in Q4 2019 and has held it in 10 quarters since.
  • Mirova US's Oracle position peaked at $110M in Q4 2021.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mirova US's 13F filing for Q2 2026, filed 14 Aug 2026.