ORI
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Oak Ridge Investments’s Oracle ORCL Stock Holding History

Oak Ridge Investments’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
-116,407
Closed -$17.1M – 192
2026
Q1 		$17.1M Sell
116,407
-1,630
-1% -$265K 1.13% 16
2025
Q4 		$23M Buy
118,037
+5,026
+4% +$1.2M 1.39% 13
2025
Q3 		$31.8M Buy
113,011
+2,763
+3% +$704K 2.05% 10
2025
Q2 		$24.1M Buy
110,248
+63,882
+138% +$10.3M 1.73% 12
2025
Q1 		$6.48M Buy
46,366
+5,612
+14% +$914K 0.54% 40
2024
Q4 		$6.79M Buy
40,754
+39,024
+2,256% +$6.93M 0.53% 36
2024
Q3 		$295K Buy
1,730
+65
+4% +$9.41K 0.03% 143
2024
Q2 		$235K Buy
+1,665
New +$207K 0.02% 143
2024
Q1 		– Sell
-1,902
Closed -$201K – 151
2023
Q4 		$201K Buy
+1,902
New +$208K 0.02% 148
2023
Q3 		– Sell
-1,895
Closed -$226K – 150
2023
Q2 		$226K Buy
+1,895
New +$196K 0.03% 143
2014
Q4 		– Sell
-152,146
Closed -$5.82M – 148
2014
Q3 		$5.82M Sell
152,146
-121,471
-44% -$4.92M 0.15% 109
2014
Q2 		$11.1M Buy
273,617
+14,754
+6% +$607K 0.26% 93
2014
Q1 		$10.6M Sell
258,863
-7,179
-3% -$273K 0.27% 94
2013
Q4 		$10.2M Sell
266,042
-8,638
-3% -$297K 0.27% 93
2013
Q3 		$9.11M Sell
274,680
-3,495
-1% -$113K 0.25% 93
2013
Q2 		$8.54M Buy
+278,175
New +$9.23M 0.27% 89

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Ridge Investments's ORCL Position: Q2 2026 in Review

Oak Ridge Investments sold out of Oracle (ORCL) in Q2 2026, closing a stake of 116,407 shares — an estimated $17.1M sold.

Oak Ridge Investments first reported a position in ORCL in Q2 2013 and held it in 16 quarters. The position peaked at $31.8M in Q3 2025. 1,077 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Oak Ridge Investments reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 116,407 Oracle shares in Q2 2026, an estimated $17.1M.
  • Oak Ridge Investments first reported a position in Oracle in Q2 2013 and held it in 16 quarters.
  • Oak Ridge Investments's Oracle position peaked at $31.8M in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.