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Private Client Services’s Oracle ORCL Stock Holding History

Private Client Services’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 		$497K Sell
3,388
-68
-2% -$12.3K 0.13% 132
2026
Q1 		$508K Buy
3,456
+516
+18% +$83.9K 0.15% 117
2025
Q4 		$573K Buy
2,940
+155
+6% +$36.9K 0.18% 94
2025
Q3 		$783K Buy
2,785
+375
+16% +$95.5K 0.26% 72
2025
Q2 		$527K Buy
2,410
+453
+23% +$73.2K 0.21% 103
2025
Q1 		$274K Buy
1,957
+146
+8% +$23.8K 0.14% 142
2024
Q4 		$302K Buy
1,811
+14
+0.8% +$2.49K 0.16% 123
2024
Q3 		$306K Buy
1,797
+164
+10% +$23.8K 0.16% 119
2024
Q2 		$231K Buy
+1,633
New +$203K 0.14% 123

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Private Client Services's ORCL Position: Q2 2026 in Review

Private Client Services reduced its Oracle (ORCL) stake by 2% in Q2 2026, selling an estimated $12.3K and leaving 3,388 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #132.

Private Client Services first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $783K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Private Client Services held 3,388 shares of Oracle worth $497K as of Q2 2026.
  • Private Client Services sold 68 Oracle shares in Q2 2026, an estimated $12.3K.
  • Oracle made up 0.13% of Private Client Services's portfolio in Q2 2026, its #132 holding.
  • Private Client Services first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Private Client Services's Oracle position peaked at $783K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.