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Schnieders Capital Management’s Oracle ORCL Stock Holding History

Schnieders 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 		$4.41M Buy
30,121
+1,945
+7% +$352K 0.58% 41
2026
Q1 		$4.14M Sell
28,176
-11,219
-28% -$1.82M 0.66% 37
2025
Q4 		$7.68M Sell
39,395
-13,461
-25% -$3.21M 1.2% 22
2025
Q3 		$14.9M Hold
52,856
– – 2.65% 10
2025
Q2 		$11.6M Buy
52,856
+8,530
+19% +$1.38M 2.03% 12
2025
Q1 		$6.2M Sell
44,326
-9,830
-18% -$1.6M 1.32% 23
2024
Q4 		$9.02M Sell
54,156
-1,721
-3% -$306K 1.79% 15
2024
Q3 		$9.52M Sell
55,877
-1,832
-3% -$265K 1.81% 15
2024
Q2 		$8.15M Sell
57,709
-40
-0.1% -$4.97K 1.65% 17
2024
Q1 		$7.25M Buy
57,749
+1,975
+4% +$226K 1.5% 18
2023
Q4 		$5.88M Sell
55,774
-8,895
-14% -$971K 1.3% 21
2023
Q3 		$6.85M Buy
64,669
+37
+0.1% +$4.28K 1.53% 18
2023
Q2 		$7.7M Hold
64,632
– – 1.61% 17
2023
Q1 		$6.01M Sell
64,632
-50
-0.1% -$4.38K 1.35% 22
2022
Q4 		$5.29M Buy
64,682
+8,133
+14% +$618K 1.21% 24
2022
Q3 		$3.45M Buy
56,549
+16,051
+40% +$1.18M 0.91% 32
2022
Q2 		$2.83M Sell
40,498
-374
-0.9% -$27.4K 0.84% 32
2022
Q1 		$3.38M Buy
40,872
+8,116
+25% +$657K 0.81% 33
2021
Q4 		$2.86M Buy
32,756
+2,930
+10% +$275K 0.67% 39
2021
Q3 		$2.6M Buy
29,826
+695
+2% +$61.4K 0.7% 38
2021
Q2 		$2.27M Buy
29,131
+600
+2% +$47K 0.62% 41
2021
Q1 		$2M Buy
28,531
+16,408
+135% +$1.06M 0.6% 43
2020
Q4 		$784K Buy
12,123
+6,800
+128% +$405K 0.26% 77
2020
Q3 		$318K Buy
5,323
+175
+3% +$9.94K 0.12% 123
2020
Q2 		$285K Hold
5,148
– – 0.11% 131
2020
Q1 		$249K Sell
5,148
-9,871
-66% -$509K 0.12% 125
2019
Q4 		$796K Sell
15,019
-150
-1% -$8.26K 0.29% 83
2019
Q3 		$835K Buy
15,169
+505
+3% +$27.9K 0.34% 74
2019
Q2 		$835K Buy
14,664
+795
+6% +$43K 0.33% 79
2019
Q1 		$745K Sell
13,869
-250
-2% -$12.7K 0.32% 79
2018
Q4 		$637K Sell
14,119
-3,375
-19% -$162K 0.31% 78
2018
Q3 		$902K Sell
17,494
-4,150
-19% -$202K 0.37% 70
2018
Q2 		$954K Buy
21,644
+819
+4% +$37.7K 0.4% 72
2018
Q1 		$953K Buy
20,825
+1,095
+6% +$54.4K 0.41% 69
2017
Q4 		$933K Buy
19,730
+10,925
+124% +$536K 0.39% 73
2017
Q3 		$426K Hold
8,805
– – 0.19% 104
2017
Q2 		$441K Sell
8,805
-432
-5% -$19.7K 0.2% 94
2017
Q1 		$412K Sell
9,237
-1,000
-10% -$41.6K 0.2% 102
2016
Q4 		$394K Hold
10,237
– – 0.2% 104
2016
Q3 		$402K Hold
10,237
– – 0.23% 98
2016
Q2 		$419K Hold
10,237
– – 0.23% 96
2016
Q1 		$419K Sell
10,237
-3,275
-24% -$121K 0.25% 94
2015
Q4 		$494K Sell
13,512
-388
-3% -$14.8K 0.3% 85
2015
Q3 		$502K Sell
13,900
-3,975
-22% -$153K 0.35% 73
2015
Q2 		$720K Buy
17,875
+900
+5% +$39K 0.42% 74
2015
Q1 		$732K Buy
16,975
+6,075
+56% +$263K 0.44% 70
2014
Q4 		$490K Buy
10,900
+4,400
+68% +$179K 0.32% 83
2014
Q3 		$249K Hold
6,500
– – 0.18% 108
2014
Q2 		$263K Buy
+6,500
New +$267K 0.19% 107

Other funds holding ORCL

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Schnieders Capital Management increased its Oracle (ORCL) stake by 6.9% in Q2 2026, buying an estimated $352K and bringing the position to 30,121 shares worth $4.41M. The position accounts for 0.58% of the portfolio, ranked #41.

Schnieders Capital Management first reported a position in ORCL in Q2 2014 and has held it in 49 quarters since. The position peaked at $14.9M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Schnieders Capital Management held 30,121 shares of Oracle worth $4.41M as of Q2 2026.
  • Schnieders Capital Management bought 1,945 Oracle shares in Q2 2026, an estimated $352K.
  • Oracle made up 0.58% of Schnieders Capital Management's portfolio in Q2 2026, its #41 holding.
  • Schnieders Capital Management first reported a position in Oracle in Q2 2014 and has held it in 49 quarters since.
  • Schnieders Capital Management's Oracle position peaked at $14.9M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.