Shearwater Capital’s Oracle ORCL Stock Holding History

Shearwater Capital’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 Q3	$418K	Buy	3,048 +163	+6%	+$23K	0.2%	47
2026 Q2	$423K	Buy	2,885 +296	+11%	+$53.6K	0.2%	46
2026 Q1	$381K	Buy	2,589 +4	+0.2%	+$650	0.2%	45
2025 Q4	$504K	Hold	2,585	–	–	0.29%	33
2025 Q3	$727K	Hold	2,585	–	–	0.43%	26
2025 Q2	$565K	Hold	2,585	–	–	0.36%	29
2025 Q1	$361K	Hold	2,585	–	–	0.25%	35
2024 Q4	$431K	Hold	2,585	–	–	0.29%	30
2024 Q3	$440K	Hold	2,585	–	–	0.3%	31
2024 Q2	$365K	Buy	2,585 +295	+13%	+$36.6K	0.27%	34
2024 Q1	$288K	Hold	2,290	–	–	0.21%	34
2023 Q4	$241K	Hold	2,290	–	–	0.19%	38
2023 Q3	$243K	Hold	2,290	–	–	0.22%	36
2023 Q2	$273K	Hold	2,290	–	–	0.24%	36
2023 Q1	$213K	Buy	+2,290	New	+$201K	0.2%	38

Other funds holding ORCL

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Shearwater Capital's ORCL Position: Q3 2026 in Review

Shearwater Capital increased its Oracle (ORCL) stake by 5.6% in Q3 2026, buying an estimated $23K and bringing the position to 3,048 shares worth $418K. The position accounts for 0.2% of the portfolio, ranked #47.

Shearwater Capital first reported a position in ORCL in Q1 2023 and has held it in 15 quarters since. The position peaked at $727K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Shearwater Capital held 3,048 shares of Oracle worth $418K as of Q3 2026.
Shearwater Capital bought 163 Oracle shares in Q3 2026, an estimated $23K.
Oracle made up 0.2% of Shearwater Capital's portfolio in Q3 2026, its #47 holding.
Shearwater Capital first reported a position in Oracle in Q1 2023 and has held it in 15 quarters since.
Shearwater Capital's Oracle position peaked at $727K in Q3 2025.
1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.