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Monument Capital Management’s Oracle ORCL Stock Holding History

Monument Capital Management’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 		$592K Buy
4,042
+45
+1% +$8.15K 0.12% 148
2026
Q1 		$588K Sell
3,997
-1,556
-28% -$253K 0.15% 125
2025
Q4 		$1.08M Sell
5,553
-504
-8% -$120K 0.27% 94
2025
Q3 		$1.7M Sell
6,057
-100
-2% -$25.5K 0.43% 81
2025
Q2 		$1.35M Sell
6,157
-422
-6% -$68.1K 0.35% 85
2025
Q1 		$920K Sell
6,579
-130
-2% -$21.2K 0.28% 87
2024
Q4 		$1.12M Sell
6,709
-6
-0.1% -$1.07K 0.31% 75
2024
Q3 		$1.14M Sell
6,715
-10
-0.1% -$1.45K 0.32% 73
2024
Q2 		$950K Sell
6,725
-308
-4% -$38.2K 0.28% 78
2024
Q1 		$883K Sell
7,033
-519
-7% -$59.4K 0.25% 90
2023
Q4 		$796K Sell
7,552
-1,139
-13% -$124K 0.26% 93
2023
Q3 		$921K Sell
8,691
-308
-3% -$35.7K 0.31% 76
2023
Q2 		$1.07M Buy
8,999
+179
+2% +$18.5K 0.34% 72
2023
Q1 		$820K Buy
8,820
+166
+2% +$14.6K 0.27% 77
2022
Q4 		$707K Buy
8,654
+1,458
+20% +$111K 0.24% 87
2022
Q3 		$439K Buy
7,196
+1,236
+21% +$90.5K 0.16% 104
2022
Q2 		$416K Buy
+5,960
New +$436K 0.16% 106
2018
Q4 		– Sell
-1,016
Closed -$52K – 256
2018
Q3 		$52K Buy
1,016
+210
+26% +$10.2K 0.03% 127
2018
Q2 		$35K Buy
806
+1
+0.1% +$46 0.02% 102
2018
Q1 		$36K Sell
805
-1
-0.1% -$50 0.02% 99
2017
Q4 		$38K Buy
+806
New +$39.5K 0.03% 88

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

Monument Capital Management's ORCL Position: Q2 2026 in Review

Monument Capital Management increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $8.15K and bringing the position to 4,042 shares worth $592K. The position accounts for 0.12% of the portfolio, ranked #148.

Monument Capital Management first reported a position in ORCL in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.7M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Monument Capital Management held 4,042 shares of Oracle worth $592K as of Q2 2026.
  • Monument Capital Management bought 45 Oracle shares in Q2 2026, an estimated $8.15K.
  • Oracle made up 0.12% of Monument Capital Management's portfolio in Q2 2026, its #148 holding.
  • Monument Capital Management first reported a position in Oracle in Q4 2017 and has held it in 21 quarters since.
  • Monument Capital Management's Oracle position peaked at $1.7M in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.