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Prudent Man Investment Management’s Oracle ORCL Stock Holding History

Prudent Man Investment Management’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 		$81.1K Hold
416
– – 0.03% 42
2026
Q1 		$81.1K Hold
416
– – 0.03% 42
2025
Q4 		$81.1K Sell
416
-416
-50% -$99K 0.03% 42
2025
Q3 		$139K Hold
832
– – 0.08% 30
2025
Q2 		$139K Hold
832
– – 0.08% 30
2025
Q1 		$139K Hold
832
– – 0.08% 30
2024
Q4 		$139K Buy
+832
New +$148K 0.08% 30

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Prudent Man Investment Management's ORCL Position: Q2 2026 in Review

Prudent Man Investment Management held its Oracle (ORCL) position steady in Q2 2026 at 416 shares worth $81.1K. The position accounts for 0.03% of the portfolio, ranked #42.

Prudent Man Investment Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $139K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Prudent Man Investment Management held 416 shares of Oracle worth $81.1K as of Q2 2026.
  • Prudent Man Investment Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.03% of Prudent Man Investment Management's portfolio in Q2 2026, its #42 holding.
  • Prudent Man Investment Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Oracle position peaked at $139K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.