Parnassus Investments

Parnassus Investments’s Oracle ORCL Stock Holding History

Parnassus 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 Q1	$316M	Buy	2,146,719 +48,859	+2%	+$7.94M	0.92%	37
2025 Q4	$409M	Sell	2,097,860 -302,572	-13%	-$72M	1.06%	33
2025 Q3	$675M	Sell	2,400,432 -383,043	-14%	-$97.5M	1.56%	25
2025 Q2	$609M	Sell	2,783,475 -49,606	-2%	-$8.01M	1.4%	31
2025 Q1	$396M	Sell	2,833,081 -606,165	-18%	-$98.7M	0.95%	40
2024 Q4	$573M	Sell	3,439,246 -3,704,750	-52%	-$658M	1.27%	35
2024 Q3	$1.22B	Sell	7,143,996 -1,179,139	-14%	-$171M	2.58%	12
2024 Q2	$1.18B	Sell	8,323,135 -210,787	-2%	-$26.2M	2.56%	10
2024 Q1	$1.07B	Sell	8,533,922 -6,065,980	-42%	-$694M	2.29%	13
2023 Q4	$1.54B	Buy	14,599,902 +2,191,342	+18%	+$239M	3.42%	6
2023 Q3	$1.31B	Sell	12,408,560 -200,126	-2%	-$23.2M	3.21%	4
2023 Q2	$1.5B	Sell	12,608,686 -21,480	-0.2%	-$2.22M	3.49%	4
2023 Q1	$1.17B	Buy	12,630,166 +750,331	+6%	+$65.8M	2.91%	6
2022 Q4	$971M	Sell	11,879,835 -56,805	-0.5%	-$4.32M	2.41%	10
2022 Q3	$729M	Buy	+11,936,640	New	+$874M	1.9%	20

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return