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Nelson Capital Management’s Oracle ORCL Stock Holding History

Nelson 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 		$1.53M Buy
10,472
+250
+2% +$45.3K 0.17% 62
2026
Q1 		$1.5M Sell
10,222
-64
-0.6% -$10.4K 0.18% 65
2025
Q4 		$2M Sell
10,286
-167
-2% -$39.8K 0.23% 62
2025
Q3 		$2.94M Buy
10,453
+959
+10% +$244K 0.35% 53
2025
Q2 		$2.08M Buy
9,494
+200
+2% +$32.3K 0.27% 63
2025
Q1 		$1.3M Sell
9,294
-129
-1% -$21K 0.22% 67
2024
Q4 		$1.57M Sell
9,423
-413
-4% -$73.4K 0.26% 67
2024
Q3 		$1.68M Buy
9,836
+619
+7% +$89.7K 0.28% 64
2024
Q2 		$1.3M Sell
9,217
-200
-2% -$24.8K 0.23% 69
2024
Q1 		$1.18M Buy
9,417
+879
+10% +$101K 0.23% 71
2023
Q4 		$900K Hold
8,538
– – 0.2% 70
2023
Q3 		$904K Hold
8,538
– – 0.22% 67
2023
Q2 		$1.02M Sell
8,538
-200
-2% -$20.7K 0.26% 66
2023
Q1 		$812K Hold
8,738
– – 0.23% 66
2022
Q4 		$714K Sell
8,738
-2,406
-22% -$183K 0.21% 71
2022
Q3 		$681K Sell
11,144
-39
-0.3% -$2.85K 0.2% 71
2022
Q2 		$781K Sell
11,183
-20
-0.2% -$1.46K 0.22% 70
2022
Q1 		$927K Buy
11,203
+1,260
+13% +$102K 0.18% 71
2021
Q4 		$867K Sell
9,943
-53
-0.5% -$4.98K 0.16% 76
2021
Q3 		$871K Sell
9,996
-2,950
-23% -$261K 0.17% 73
2021
Q2 		$1.01M Sell
12,946
-58,117
-82% -$4.55M 0.2% 69
2021
Q1 		$4.99M Sell
71,063
-3,035
-4% -$197K 1.07% 33
2020
Q4 		$4.79M Sell
74,098
-28,038
-27% -$1.67M 1.03% 33
2020
Q3 		$6.1M Sell
102,136
-4,493
-4% -$255K 1.07% 36
2020
Q2 		$5.89M Sell
106,629
-150
-0.1% -$7.95K 1.28% 32
2020
Q1 		$5.16M Buy
106,779
+216
+0.2% +$11.1K 1.39% 34
2019
Q4 		$5.65M Sell
106,563
-571
-0.5% -$31.4K 1.19% 37
2019
Q3 		$5.9M Sell
107,134
-982
-0.9% -$54.2K 1.4% 32
2019
Q2 		$6.16M Sell
108,116
-3,309
-3% -$179K 1.46% 30
2019
Q1 		$5.99M Sell
111,425
-694
-0.6% -$35.4K 1.49% 27
2018
Q4 		$5.06M Sell
112,119
-2,652
-2% -$127K 1.41% 27
2018
Q3 		$5.92M Buy
114,771
+2,160
+2% +$105K 1.36% 32
2018
Q2 		$4.96M Buy
112,611
+2,148
+2% +$99K 1.28% 38
2018
Q1 		$5.05M Sell
110,463
-1,375
-1% -$68.4K 1.31% 36
2017
Q4 		$5.29M Sell
111,838
-207
-0.2% -$10.2K 1.65% 33
2017
Q3 		$5.42M Sell
112,045
-1,397
-1% -$69.5K 1.79% 26
2017
Q2 		$5.69M Buy
113,442
+2,451
+2% +$112K 1.93% 20
2017
Q1 		$4.95M Buy
110,991
+375
+0.3% +$15.6K 1.67% 28
2016
Q4 		$4.25M Buy
110,616
+1,110
+1% +$43.4K 1.49% 36
2016
Q3 		$4.3M Buy
109,506
+4,318
+4% +$176K 1.53% 36
2016
Q2 		$4.3M Sell
105,188
-144
-0.1% -$5.75K 1.62% 33
2016
Q1 		$4.31M Sell
105,332
-1,745
-2% -$64.6K 1.62% 34
2015
Q4 		$3.91M Sell
107,077
-25
-0% -$955 1.5% 35
2015
Q3 		$3.87M Buy
107,102
+2,126
+2% +$81.7K 1.48% 37
2015
Q2 		$4.23M Buy
104,976
+3,431
+3% +$149K 1.53% 36
2015
Q1 		$4.38M Sell
101,545
-2,787
-3% -$121K 1.58% 34
2014
Q4 		$4.69M Buy
104,332
+995
+1% +$40.5K 1.74% 28
2014
Q3 		$3.96M Sell
103,337
-72,309
-41% -$2.93M 1.49% 32
2014
Q2 		$7.12M Buy
175,646
+8,884
+5% +$366K 2.85% 11
2014
Q1 		$6.82M Buy
166,762
+5,214
+3% +$198K 3% 7
2013
Q4 		$6.18M Sell
161,548
-3,679
-2% -$126K 2.75% 9
2013
Q3 		$5.48M Buy
165,227
+2,440
+1% +$79.2K 2.61% 11
2013
Q2 		$5M Buy
+162,787
New +$5.4M 2.56% 10

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

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

Nelson Capital Management increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $45.3K and bringing the position to 10,472 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #62.

Nelson Capital Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.12M in Q2 2014. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Nelson Capital Management held 10,472 shares of Oracle worth $1.53M as of Q2 2026.
  • Nelson Capital Management bought 250 Oracle shares in Q2 2026, an estimated $45.3K.
  • Oracle made up 0.17% of Nelson Capital Management's portfolio in Q2 2026, its #62 holding.
  • Nelson Capital Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Nelson Capital Management's Oracle position peaked at $7.12M in Q2 2014.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.