Rebalance’s Oracle ORCL Stock Holding History

Rebalance’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	$572K	Buy	3,900 +20	+0.5%	+$3.63K	0.03%	75
2026 Q1	$571K	Sell	3,880 -326	-8%	-$53K	0.03%	71
2025 Q4	$820K	Buy	4,206 +180	+4%	+$42.9K	0.05%	66
2025 Q3	$1.13M	Hold	4,026	–	–	0.07%	58
2025 Q2	$880K	Sell	4,026 -259	-6%	-$41.8K	0.06%	63
2025 Q1	$599K	Buy	4,285 +235	+6%	+$38.3K	0.04%	67
2024 Q4	$675K	Sell	4,050 -5	-0.1%	-$888	0.05%	62
2024 Q3	$691K	Hold	4,055	–	–	0.05%	60
2024 Q2	$573K	Hold	4,055	–	–	0.05%	62
2024 Q1	$509K	Buy	4,055 +5	+0.1%	+$572	0.04%	65
2023 Q4	$427K	Buy	+4,050	New	+$442K	0.04%	65

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Rebalance's ORCL Position: Q2 2026 in Review

Rebalance increased its Oracle (ORCL) stake by 0.52% in Q2 2026, buying an estimated $3.63K and bringing the position to 3,900 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #75.

Rebalance first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Rebalance held 3,900 shares of Oracle worth $572K as of Q2 2026.
Rebalance bought 20 Oracle shares in Q2 2026, an estimated $3.63K.
Oracle made up 0.03% of Rebalance's portfolio in Q2 2026, its #75 holding.
Rebalance first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Rebalance's Oracle position peaked at $1.13M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.