SCM
ORCL icon

Saxony Capital Management’s Oracle ORCL Stock Holding History

Saxony Capital 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 		– Sell
-1,447
Closed -$213K – 198
2026
Q1 		$213K Buy
1,447
+223
+18% +$36.2K 0.12% 149
2025
Q4 		$239K Sell
1,224
-50
-4% -$11.9K 0.15% 131
2025
Q3 		$358K Buy
+1,274
New +$324K 0.24% 93

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Saxony Capital Management's ORCL Position: Q2 2026 in Review

Saxony Capital Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,447 shares — an estimated $213K sold.

Saxony Capital Management first reported a position in ORCL in Q3 2025 and held it in 3 quarters. The position peaked at $358K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Saxony Capital Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Saxony Capital Management sold 1,447 Oracle shares in Q2 2026, an estimated $213K.
  • Saxony Capital Management first reported a position in Oracle in Q3 2025 and held it in 3 quarters.
  • Saxony Capital Management's Oracle position peaked at $358K in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.