Peak Asset Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.2M | Sell |
69,796
-978
| -1% | -$177K | 1.5% | 24 |
|
|
2026
Q1 | $10.4M | Buy |
70,774
+841
| +1% | +$137K | 1.84% | 21 |
|
|
2025
Q4 | $13.6M | Sell |
69,933
-1,986
| -3% | -$473K | 2.32% | 17 |
|
|
2025
Q3 | $20.2M | Sell |
71,919
-5,073
| -7% | -$1.29M | 3.53% | 7 |
|
|
2025
Q2 | $16.8M | Buy |
76,992
+251
| +0.3% | +$40.5K | 3.08% | 11 |
|
|
2025
Q1 | $10.7M | Sell |
76,741
-261
| -0.3% | -$42.5K | 2.04% | 21 |
|
|
2024
Q4 | $12.8M | Sell |
77,002
-39,104
| -34% | -$6.95M | 2.37% | 17 |
|
|
2024
Q3 | $19.8M | Sell |
116,106
-9,856
| -8% | -$1.43M | 3.73% | 4 |
|
|
2024
Q2 | $17.8M | Sell |
125,962
-438
| -0.3% | -$54.4K | 3.48% | 7 |
|
|
2024
Q1 | $15.9M | Buy |
126,400
+1,101
| +0.9% | +$126K | 3.14% | 9 |
|
|
2023
Q4 | $13.2M | Sell |
125,299
-2,298
| -2% | -$251K | 2.91% | 9 |
|
|
2023
Q3 | $13.5M | Sell |
127,597
-3,874
| -3% | -$448K | 3.26% | 8 |
|
|
2023
Q2 | $15.7M | Sell |
131,471
-5,787
| -4% | -$598K | 3.62% | 5 |
|
|
2023
Q1 | $12.8M | Sell |
137,258
-5,300
| -4% | -$465K | 3.12% | 8 |
|
|
2022
Q4 | $11.7M | Sell |
142,558
-695
| -0.5% | -$52.8K | 3.04% | 10 |
|
|
2022
Q3 | $8.75M | Buy |
143,253
+9,322
| +7% | +$682K | 2.49% | 16 |
|
|
2022
Q2 | $9.36M | Sell |
133,931
-31
| -0% | -$2.27K | 2.56% | 15 |
|
|
2022
Q1 | $11.1M | Sell |
133,962
-4,545
| -3% | -$368K | 2.58% | 17 |
|
|
2021
Q4 | $12.1M | Sell |
138,507
-1,668
| -1% | -$157K | 2.79% | 12 |
|
|
2021
Q3 | $12.2M | Sell |
140,175
-8,945
| -6% | -$790K | 3.01% | 10 |
|
|
2021
Q2 | $11.6M | Sell |
149,120
-8,954
| -6% | -$701K | 2.88% | 12 |
|
|
2021
Q1 | $11.1M | Buy |
158,074
+1,757
| +1% | +$114K | 2.68% | 11 |
|
|
2020
Q4 | $10.1M | Sell |
156,317
-8,195
| -5% | -$488K | 2.64% | 11 |
|
|
2020
Q3 | $9.82M | Sell |
164,512
-7,702
| -4% | -$438K | 2.93% | 10 |
|
|
2020
Q2 | $9.52M | Sell |
172,214
-1,499
| -0.9% | -$79.4K | 3.03% | 12 |
|
|
2020
Q1 | $8.4M | Buy |
173,713
+1,740
| +1% | +$89.8K | 3.24% | 10 |
|
|
2019
Q4 | $9.11M | Buy |
171,973
+3,591
| +2% | +$198K | 2.76% | 14 |
|
|
2019
Q3 | $9.27M | Buy |
168,382
+2,546
| +2% | +$141K | 3.03% | 10 |
|
|
2019
Q2 | $9.45M | Sell |
165,836
-1,055
| -0.6% | -$57.1K | 3.09% | 11 |
|
|
2019
Q1 | $8.96M | Sell |
166,891
-2,053
| -1% | -$105K | 3.05% | 11 |
|
|
2018
Q4 | $7.63M | Buy |
168,944
+6,242
| +4% | +$299K | 2.86% | 13 |
|
|
2018
Q3 | $8.39M | Buy |
162,702
+3,581
| +2% | +$174K | 2.83% | 12 |
|
|
2018
Q2 | $7.01M | Buy |
159,121
+1,341
| +0.8% | +$61.8K | 2.55% | 16 |
|
|
2018
Q1 | $7.22M | Buy |
157,780
+10,117
| +7% | +$503K | 2.65% | 14 |
|
|
2017
Q4 | $6.98M | Buy |
147,663
+3,951
| +3% | +$194K | 2.55% | 13 |
|
|
2017
Q3 | $6.95M | Buy |
143,712
+6,499
| +5% | +$323K | 2.49% | 13 |
|
|
2017
Q2 | $6.88M | Sell |
137,213
-234
| -0.2% | -$10.7K | 2.55% | 13 |
|
|
2017
Q1 | $6.13M | Buy |
137,447
+571
| +0.4% | +$23.8K | 2.32% | 14 |
|
|
2016
Q4 | $5.26M | Buy |
136,876
+16,221
| +13% | +$634K | 2.11% | 17 |
|
|
2016
Q3 | $4.74M | Buy |
120,655
+1,099
| +0.9% | +$44.8K | 1.99% | 20 |
|
|
2016
Q2 | $4.89M | Buy |
119,556
+2,844
| +2% | +$114K | 2.16% | 17 |
|
|
2016
Q1 | $4.78M | Buy |
116,712
+2,693
| +2% | +$99.7K | 2.26% | 17 |
|
|
2015
Q4 | $4.17M | Buy |
114,019
+6,236
| +6% | +$238K | 2.05% | 20 |
|
|
2015
Q3 | $3.89M | Buy |
107,783
+4,298
| +4% | +$165K | 2.08% | 21 |
|
|
2015
Q2 | $4.17M | Buy |
103,485
+5,419
| +6% | +$235K | 2.19% | 17 |
|
|
2015
Q1 | $4.23M | Buy |
98,066
+2,831
| +3% | +$123K | 2.1% | 19 |
|
|
2014
Q4 | $4.28M | Buy |
+95,235
| New | +$3.88M | 2.26% | 19 |
|
Other funds holding ORCL
Peak Asset Management's ORCL Position: Q2 2026 in Review
Peak Asset Management reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $177K and leaving 69,796 shares worth $10.2M. The position accounts for 1.5% of the portfolio, ranked #24.
Peak Asset Management first reported a position in ORCL in Q4 2014 and has held it in 47 quarters since. The position peaked at $20.2M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Peak Asset Management held 69,796 shares of Oracle worth $10.2M as of Q2 2026.
- Peak Asset Management sold 978 Oracle shares in Q2 2026, an estimated $177K.
- Oracle made up 1.5% of Peak Asset Management's portfolio in Q2 2026, its #24 holding.
- Peak Asset Management first reported a position in Oracle in Q4 2014 and has held it in 47 quarters since.
- Peak Asset Management's Oracle position peaked at $20.2M in Q3 2025.
- 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.