NCM
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Neumann Capital Management’s Oracle ORCL Stock Holding History

Neumann 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 		– Sell
-69,533
Closed -$10.2M – 93
2026
Q1 		$10.2M Sell
69,533
-250
-0.4% -$40.6K 3.01% 10
2025
Q4 		$13.6M Sell
69,783
-1,340
-2% -$319K 3.93% 9
2025
Q3 		$20M Sell
71,123
-3,920
-5% -$998K 5.85% 3
2025
Q2 		$16.4M Sell
75,043
-580
-0.8% -$93.7K 5.16% 4
2025
Q1 		$10.6M Sell
75,623
-1,370
-2% -$223K 3.66% 9
2024
Q4 		$12.8M Sell
76,993
-1,317
-2% -$234K 4.26% 7
2024
Q3 		$13.3M Sell
78,310
-189
-0.2% -$27.4K 4.44% 6
2024
Q2 		$11.1M Sell
78,499
-500
-0.6% -$62.1K 3.81% 8
2024
Q1 		$9.92M Sell
78,999
-100
-0.1% -$11.4K 3.54% 8
2023
Q4 		$8.34M Sell
79,099
-670
-0.8% -$73.1K 3.31% 9
2023
Q3 		$8.45M Sell
79,769
-3,100
-4% -$359K 3.68% 8
2023
Q2 		$9.87M Buy
82,869
+300
+0.4% +$31K 4.09% 8
2023
Q1 		$7.67M Sell
82,569
-1,400
-2% -$123K 3.37% 9
2022
Q4 		$6.86M Sell
83,969
-300
-0.4% -$22.8K 3.22% 10
2022
Q3 		$5.15M Sell
84,269
-200
-0.2% -$14.6K 2.65% 11
2022
Q2 		$5.9M Sell
84,469
-800
-0.9% -$58.6K 2.99% 10
2022
Q1 		$7.05M Sell
85,269
-200
-0.2% -$16.2K 3% 10
2021
Q4 		$7.45M Sell
85,469
-1,495
-2% -$140K 3.04% 10
2021
Q3 		$7.58M Sell
86,964
-4,550
-5% -$402K 3.4% 8
2021
Q2 		$7.12M Sell
91,514
-800
-0.9% -$62.6K 3.2% 11
2021
Q1 		$6.48M Sell
92,314
-350
-0.4% -$22.7K 3.08% 10
2020
Q4 		$5.99M Sell
92,664
-900
-1% -$53.6K 3.02% 10
2020
Q3 		$5.59M Sell
93,564
-200
-0.2% -$11.4K 3.21% 11
2020
Q2 		$5.18M Sell
93,764
-300
-0.3% -$15.9K 3.17% 11
2020
Q1 		$4.55M Buy
94,064
+800
+0.9% +$41.3K 3.31% 11
2019
Q4 		$4.94M Sell
93,264
-1,200
-1% -$66.1K 2.87% 11
2019
Q3 		$5.2M Sell
94,464
-400
-0.4% -$22.1K 3.21% 11
2019
Q2 		$5.4M Buy
94,864
+1,400
+1% +$75.8K 3.35% 10
2019
Q1 		$5.02M Sell
93,464
-1,650
-2% -$84.1K 3.21% 10
2018
Q4 		$4.29M Sell
95,114
-6,494
-6% -$311K 3.23% 10
2018
Q3 		$5.24M Hold
101,608
– – 3.08% 11
2018
Q2 		$4.48M Sell
101,608
-3,800
-4% -$175K 2.81% 12
2018
Q1 		$4.82M Sell
105,408
-2,500
-2% -$124K 3.07% 10
2017
Q4 		$5.1M Sell
107,908
-600
-0.6% -$29.4K 3.13% 7
2017
Q3 		$5.25M Sell
108,508
-6,780
-6% -$337K 3.25% 8
2017
Q2 		$5.78M Sell
115,288
-6,750
-6% -$308K 3.72% 6
2017
Q1 		$5.44M Sell
122,038
-5,500
-4% -$229K 3.53% 9
2016
Q4 		$4.9M Sell
127,538
-2,100
-2% -$82.1K 3.16% 9
2016
Q3 		$5.09M Sell
129,638
-800
-0.6% -$32.6K 3.39% 9
2016
Q2 		$5.34M Sell
130,438
-800
-0.6% -$31.9K 3.55% 9
2016
Q1 		$5.37M Hold
131,238
– – 3.53% 9
2015
Q4 		$4.79M Sell
131,238
-5,825
-4% -$222K 3.33% 8
2015
Q3 		$4.95M Hold
137,063
– – 3.5% 8
2015
Q2 		$5.52M Buy
137,063
+1,850
+1% +$80.2K 3.53% 8
2015
Q1 		$5.83M Buy
135,213
+2,425
+2% +$105K 3.72% 6
2014
Q4 		$5.97M Buy
+132,788
New +$5.4M 3.89% 5

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Neumann Capital Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 69,533 shares — an estimated $10.2M sold.

Neumann Capital Management first reported a position in ORCL in Q4 2014 and held it in 46 quarters. The position peaked at $20M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Neumann Capital Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 69,533 Oracle shares in Q2 2026, an estimated $10.2M.
  • Neumann Capital Management first reported a position in Oracle in Q4 2014 and held it in 46 quarters.
  • Neumann Capital Management's Oracle position peaked at $20M in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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