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S.A. Mason’s Oracle ORCL Stock Holding History

S.A. Mason’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 		$611K Buy
4,166
+3
+0.1% +$544 0.19% 114
2026
Q1 		$612K Sell
4,163
-6,108
-59% -$993K 0.23% 104
2025
Q4 		$2M Buy
10,271
+1,012
+11% +$241K 0.79% 30
2025
Q3 		$2.6M Buy
9,259
+2
+0% +$509 1.15% 18
2025
Q2 		$2.02M Sell
9,257
-281
-3% -$45.4K 0.98% 18
2025
Q1 		$1.33M Buy
9,538
+103
+1% +$16.8K 0.7% 37
2024
Q4 		$1.57M Buy
9,435
+254
+3% +$45.1K 0.83% 28
2024
Q3 		$1.56M Buy
9,181
+1,504
+20% +$218K 0.83% 27
2024
Q2 		$1.08M Buy
7,677
+53
+0.7% +$6.58K 0.62% 42
2024
Q1 		$958K Buy
7,624
+4
+0.1% +$458 0.58% 47
2023
Q4 		$803K Buy
7,620
+5
+0.1% +$546 0.54% 48
2023
Q3 		$807K Buy
7,615
+8
+0.1% +$926 0.58% 45
2023
Q2 		$707K Hold
7,607
– – 0.51% 55
2023
Q1 		$707K Buy
7,607
+4
+0.1% +$351 0.51% 55
2022
Q4 		$621K Sell
7,603
-42
-0.5% -$3.19K 0.47% 61
2022
Q3 		$467K Sell
7,645
-99
-1% -$7.25K 0.37% 78
2022
Q2 		$541K Sell
7,744
-96
-1% -$7.03K 0.4% 68
2022
Q1 		$649K Buy
7,840
+4
+0.1% +$324 0.4% 66
2021
Q4 		$683K Buy
7,836
+4
+0.1% +$376 0.41% 70
2021
Q3 		$682K Buy
7,832
+1,257
+19% +$111K 0.45% 63
2021
Q2 		$512K Hold
6,575
– – 0.35% 81
2021
Q1 		$461K Hold
6,575
– – 0.34% 84
2020
Q4 		$425K Hold
6,575
– – 0.35% 78
2020
Q3 		$393K Hold
6,575
– – 0.37% 72
2020
Q2 		$363K Sell
6,575
-52
-0.8% -$2.75K 0.38% 74
2020
Q1 		$320K Buy
6,627
+56
+0.9% +$2.89K 0.39% 76
2019
Q4 		$348K Buy
+6,571
New +$362K 0.33% 90

Other funds holding ORCL

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
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
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

S.A. Mason's ORCL Position: Q2 2026 in Review

S.A. Mason increased its Oracle (ORCL) stake by 0.07% in Q2 2026, buying an estimated $544 and bringing the position to 4,166 shares worth $611K. The position accounts for 0.19% of the portfolio, ranked #114.

S.A. Mason first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • S.A. Mason held 4,166 shares of Oracle worth $611K as of Q2 2026.
  • S.A. Mason bought 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.19% of S.A. Mason's portfolio in Q2 2026, its #114 holding.
  • S.A. Mason first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Oracle position peaked at $2.6M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.