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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Shearwater Capital's ORCL Position: Q2 2026 in Review

Shearwater Capital increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $53.6K and bringing the position to 2,885 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #46.

Shearwater Capital first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $727K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Shearwater Capital held 2,885 shares of Oracle worth $423K as of Q2 2026.
Shearwater Capital bought 296 Oracle shares in Q2 2026, an estimated $53.6K.
Oracle made up 0.2% of Shearwater Capital's portfolio in Q2 2026, its #46 holding.
Shearwater Capital first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
Shearwater Capital's Oracle position peaked at $727K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.