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Sagewood Asset Management’s Oracle ORCL Stock Holding History

Sagewood Asset Management’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 		$600K Buy
4,091
+851
+26% +$154K 0.14% 147
2026
Q1 		$477K Buy
3,240
+1,163
+56% +$189K 0.15% 134
2025
Q4 		$405K Buy
+2,077
New +$495K 0.14% 122

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

Sagewood Asset Management's ORCL Position: Q2 2026 in Review

Sagewood Asset Management increased its Oracle (ORCL) stake by 26% in Q2 2026, buying an estimated $154K and bringing the position to 4,091 shares worth $600K. The position accounts for 0.14% of the portfolio, ranked #147.

Sagewood Asset Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sagewood Asset Management held 4,091 shares of Oracle worth $600K as of Q2 2026.
  • Sagewood Asset Management bought 851 Oracle shares in Q2 2026, an estimated $154K.
  • Oracle made up 0.14% of Sagewood Asset Management's portfolio in Q2 2026, its #147 holding.
  • Sagewood Asset Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.