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Richard C. Young & Co’s Oracle ORCL Stock Holding History

Richard C. Young & Co’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 		$16.6M Sell
113,452
-282
-0.2% -$51.1K 1.23% 39
2026
Q1 		$16.7M Buy
113,734
+6,067
+6% +$986K 1.39% 35
2025
Q4 		$21M Buy
107,667
+1,333
+1% +$317K 1.88% 15
2025
Q3 		$29.9M Sell
106,334
-1,056
-1% -$269K 2.78% 6
2025
Q2 		$23.5M Buy
107,390
+1,265
+1% +$204K 2.32% 7
2025
Q1 		$14.8M Sell
106,125
-291
-0.3% -$47.4K 1.59% 28
2024
Q4 		$17.7M Sell
106,416
-134
-0.1% -$23.8K 1.93% 19
2024
Q3 		$18.2M Buy
106,550
+1,253
+1% +$181K 1.98% 17
2024
Q2 		$14.9M Buy
105,297
+70
+0.1% +$8.69K 1.81% 23
2024
Q1 		$13.2M Buy
105,227
+747
+0.7% +$85.5K 1.66% 25
2023
Q4 		$11M Buy
104,480
+4,816
+5% +$526K 1.48% 36
2023
Q3 		$10.6M Buy
99,664
+1,501
+2% +$174K 1.5% 35
2023
Q2 		$11.7M Buy
98,163
+3,825
+4% +$395K 1.61% 32
2023
Q1 		$8.77M Buy
94,338
+24,672
+35% +$2.16M 1.21% 39
2022
Q4 		$5.69M Buy
69,666
+1,209
+2% +$91.9K 0.76% 54
2022
Q3 		$4.18M Buy
68,457
+52,802
+337% +$3.87M 0.64% 57
2022
Q2 		$1.09M Buy
15,655
+8,884
+131% +$650K 0.14% 67
2022
Q1 		$560K Buy
+6,771
New +$548K 0.07% 67

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Richard C. Young & Co's ORCL Position: Q2 2026 in Review

Richard C. Young & Co reduced its Oracle (ORCL) stake by 0.25% in Q2 2026, selling an estimated $51.1K and leaving 113,452 shares worth $16.6M. The position accounts for 1.23% of the portfolio, ranked #39.

Richard C. Young & Co first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.9M in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Richard C. Young & Co held 113,452 shares of Oracle worth $16.6M as of Q2 2026.
  • Richard C. Young & Co sold 282 Oracle shares in Q2 2026, an estimated $51.1K.
  • Oracle made up 1.23% of Richard C. Young & Co's portfolio in Q2 2026, its #39 holding.
  • Richard C. Young & Co first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • Richard C. Young & Co's Oracle position peaked at $29.9M in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.