OC
ORCL icon

Optima Capital’s Oracle ORCL Stock Holding History

Optima Capital’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 		$1.47M Buy
10,024
+69
+0.7% +$12.5K 0.58% 45
2026
Q1 		$1.46M Buy
9,955
+268
+3% +$43.6K 0.68% 45
2025
Q4 		$1.89M Buy
9,687
+151
+2% +$36K 0.82% 40
2025
Q3 		$2.68M Sell
9,536
-51
-0.5% -$13K 1.3% 22
2025
Q2 		$2.1M Buy
9,587
+4,515
+89% +$729K 1.13% 27
2025
Q1 		$709K Buy
5,072
+767
+18% +$125K 0.45% 64
2024
Q4 		$717K Buy
+4,305
New +$765K 0.49% 65

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

Optima Capital's ORCL Position: Q2 2026 in Review

Optima Capital increased its Oracle (ORCL) stake by 0.69% in Q2 2026, buying an estimated $12.5K and bringing the position to 10,024 shares worth $1.47M. The position accounts for 0.58% of the portfolio, ranked #45.

Optima Capital first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q3 2025. 1,161 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Optima Capital held 10,024 shares of Oracle worth $1.47M as of Q2 2026.
  • Optima Capital bought 69 Oracle shares in Q2 2026, an estimated $12.5K.
  • Oracle made up 0.58% of Optima Capital's portfolio in Q2 2026, its #45 holding.
  • Optima Capital first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Oracle position peaked at $2.68M in Q3 2025.
  • 1,161 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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