Purkiss Capital Advisors’s Oracle ORCL Stock Holding History

Purkiss Capital Advisors’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	$252K	Buy	1,722 +121	+8%	+$21.9K	0.1%	159
2026 Q1	$236K	Hold	1,601	–	–	0.1%	145
2025 Q4	$312K	Buy	1,601 +131	+9%	+$31.2K	0.15%	122
2025 Q3	$413K	Buy	1,470 +36	+3%	+$9.17K	0.2%	95
2025 Q2	$314K	Hold	1,434	–	–	0.17%	103
2025 Q1	$200K	Hold	1,434	–	–	0.15%	107
2024 Q4	$239K	Buy	+1,434	New	+$255K	0.21%	84

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Purkiss Capital Advisors's ORCL Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Oracle (ORCL) stake by 7.6% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,722 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #159.

Purkiss Capital Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Purkiss Capital Advisors held 1,722 shares of Oracle worth $252K as of Q2 2026.
Purkiss Capital Advisors bought 121 Oracle shares in Q2 2026, an estimated $21.9K.
Oracle made up 0.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #159 holding.
Purkiss Capital Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Oracle position peaked at $413K in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.