Richwood Investment Advisors’s Oracle ORCL Stock Holding History

Richwood Investment 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	$851K	Hold	5,810	–	–	0.6%	40
2026 Q1	$855K	Sell	5,810 -61	-1%	-$9.92K	0.66%	36
2025 Q4	$838K	Sell	5,871 -160	-3%	-$38.1K	0.6%	40
2025 Q3	$1.7M	Sell	6,031 -60	-1%	-$15.3K	1.33%	12
2025 Q2	$1.33M	Hold	6,091	–	–	1.09%	18
2025 Q1	$852K	Hold	6,091	–	–	0.72%	30
2024 Q4	$1.02M	Hold	6,091	–	–	0.85%	26
2024 Q3	$1.04M	Sell	6,091 -200	-3%	-$29K	0.86%	27
2024 Q2	$888K	Sell	6,291 -100	-2%	-$12.4K	0.78%	30
2024 Q1	$803K	Hold	6,391	–	–	0.71%	31
2023 Q4	$674K	Sell	6,391 -30	-0.5%	-$3.27K	0.63%	38
2023 Q3	$680K	Hold	6,421	–	–	0.69%	37
2023 Q2	$765K	Sell	6,421 -143	-2%	-$14.8K	0.75%	34
2023 Q1	$610K	Hold	6,564	–	–	0.61%	42
2022 Q4	$537K	Sell	6,564 -29	-0.4%	-$2.2K	0.54%	50
2022 Q3	$403K	Sell	6,593 -70	-1%	-$5.13K	0.44%	64
2022 Q2	$466K	Hold	6,663	–	–	0.47%	63
2022 Q1	$551K	Buy	6,663 +1,940	+41%	+$157K	0.49%	58
2021 Q4	$412K	Buy	+4,723	New	+$443K	0.36%	68

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

Richwood Investment Advisors's ORCL Position: Q2 2026 in Review

Richwood Investment Advisors held its Oracle (ORCL) position steady in Q2 2026 at 5,810 shares worth $851K. The position accounts for 0.6% of the portfolio, ranked #40.

Richwood Investment Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Richwood Investment Advisors held 5,810 shares of Oracle worth $851K as of Q2 2026.
Richwood Investment Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.6% of Richwood Investment Advisors's portfolio in Q2 2026, its #40 holding.
Richwood Investment Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's Oracle position peaked at $1.7M in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.