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Schaper Benz & Wise Investment Counsel’s Oracle ORCL Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$20.8M Sell
142,136
-1,257
-0.9% -$228K 1.39% 23
2026
Q1 		$21.1M Sell
143,393
-1,912
-1% -$311K 1.61% 19
2025
Q4 		$28.3M Sell
145,305
-1,946
-1% -$463K 2.05% 11
2025
Q3 		$41.4M Sell
147,251
-1,630
-1% -$415K 3.08% 3
2025
Q2 		$32.5M Sell
148,881
-15,880
-10% -$2.56M 2.5% 7
2025
Q1 		$23M Sell
164,761
-910
-0.5% -$148K 1.87% 16
2024
Q4 		$27.6M Sell
165,671
-2,827
-2% -$502K 2.22% 9
2024
Q3 		$28.7M Buy
168,498
+650
+0.4% +$94.2K 2.29% 10
2024
Q2 		$23.7M Sell
167,848
-9,970
-6% -$1.24M 2.05% 11
2024
Q1 		$22.3M Sell
177,818
-1,395
-0.8% -$160K 1.86% 15
2023
Q4 		$18.9M Sell
179,213
-1,180
-0.7% -$129K 1.71% 21
2023
Q3 		$19.1M Sell
180,393
-740
-0.4% -$85.7K 1.89% 17
2023
Q2 		$21.6M Sell
181,133
-20,860
-10% -$2.16M 2.07% 11
2023
Q1 		$18.8M Sell
201,993
-12,790
-6% -$1.12M 1.9% 16
2022
Q4 		$17.6M Sell
214,783
-6,115
-3% -$465K 1.86% 18
2022
Q3 		$13.5M Sell
220,898
-1,137
-0.5% -$83.2K 1.56% 23
2022
Q2 		$15.5M Buy
222,035
+1,881
+0.9% +$138K 1.6% 21
2022
Q1 		$18.2M Buy
220,154
+1,225
+0.6% +$99.2K 1.57% 25
2021
Q4 		$19.1M Sell
218,929
-4,915
-2% -$461K 1.53% 27
2021
Q3 		$19.5M Sell
223,844
-1,254
-0.6% -$111K 1.75% 20
2021
Q2 		$17.5M Sell
225,098
-4,668
-2% -$365K 1.58% 25
2021
Q1 		$16.1M Sell
229,766
-900
-0.4% -$58.3K 1.57% 25
2020
Q4 		$14.9M Sell
230,666
-3,956
-2% -$235K 1.54% 27
2020
Q3 		$14M Sell
234,622
-6,620
-3% -$376K 1.63% 24
2020
Q2 		$13.3M Sell
241,242
-11,826
-5% -$626K 1.65% 22
2020
Q1 		$12.2M Sell
253,068
-395
-0.2% -$20.4K 1.78% 24
2019
Q4 		$13.4M Buy
253,463
+1,475
+0.6% +$81.2K 1.57% 26
2019
Q3 		$13.9M Sell
251,988
-647
-0.3% -$35.7K 1.73% 24
2019
Q2 		$14.4M Sell
252,635
-3,770
-1% -$204K 1.82% 21
2019
Q1 		$13.8M Sell
256,405
-3,175
-1% -$162K 1.79% 21
2018
Q4 		$11.7M Buy
259,580
+915
+0.4% +$43.8K 1.75% 26
2018
Q3 		$13.3M Sell
258,665
-1,300
-0.5% -$63.1K 1.78% 24
2018
Q2 		$11.5M Buy
259,965
+5,042
+2% +$232K 1.64% 26
2018
Q1 		$11.7M Buy
254,923
+2,023
+0.8% +$101K 1.73% 25
2017
Q4 		$12M Buy
252,900
+2,955
+1% +$145K 1.74% 23
2017
Q3 		$12.1M Buy
249,945
+3,895
+2% +$194K 1.87% 20
2017
Q2 		$12.3M Sell
246,050
-500
-0.2% -$22.8K 1.98% 16
2017
Q1 		$11M Buy
246,550
+2,394
+1% +$99.7K 1.87% 18
2016
Q4 		$9.39M Sell
244,156
-1,380
-0.6% -$54K 1.67% 24
2016
Q3 		$9.64M Buy
245,536
+3,925
+2% +$160K 1.69% 21
2016
Q2 		$9.89M Sell
241,611
-20
-0% -$799 1.78% 19
2016
Q1 		$9.88M Buy
241,631
+1,300
+0.5% +$48.1K 1.85% 20
2015
Q4 		$8.78M Buy
240,331
+6,150
+3% +$235K 1.73% 23
2015
Q3 		$8.46M Buy
234,181
+4,455
+2% +$171K 1.72% 24
2015
Q2 		$9.26M Buy
229,726
+3,855
+2% +$167K 1.82% 23
2015
Q1 		$9.75M Sell
225,871
-200
-0.1% -$8.67K 1.92% 22
2014
Q4 		$10.2M Sell
226,071
-2,200
-1% -$89.5K 2.04% 22
2014
Q3 		$8.74M Buy
228,271
+9,316
+4% +$377K 1.83% 27
2014
Q2 		$8.87M Buy
218,955
+4,397
+2% +$181K 1.83% 26
2014
Q1 		$8.78M Buy
214,558
+900
+0.4% +$34.3K 1.91% 23
2013
Q4 		$8.18M Buy
213,658
+895
+0.4% +$30.8K 1.82% 27
2013
Q3 		$7.06M Buy
212,763
+21,600
+11% +$701K 1.64% 31
2013
Q2 		$5.87M Buy
+191,163
New +$6.34M 1.45% 34

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's ORCL Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Oracle (ORCL) stake by 0.88% in Q2 2026, selling an estimated $228K and leaving 142,136 shares worth $20.8M. The position accounts for 1.39% of the portfolio, ranked #23.

Schaper Benz & Wise Investment Counsel first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.4M in Q3 2025. 1,224 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 142,136 shares of Oracle worth $20.8M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 1,257 Oracle shares in Q2 2026, an estimated $228K.
  • Oracle made up 1.39% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #23 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Schaper Benz & Wise Investment Counsel's Oracle position peaked at $41.4M in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.