Shelter Mutual Insurance’s Oracle ORCL Stock Holding History

Shelter Mutual Insurance’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	$12.1M	Hold	82,710	–	–	2.56%	14
2026 Q1	$12.2M	Hold	82,710	–	–	2.71%	14
2025 Q4	$16.1M	Hold	82,710	–	–	3.6%	4
2025 Q3	$23.3M	Hold	82,710	–	–	5.22%	2
2025 Q2	$18.1M	Hold	82,710	–	–	4.19%	3
2025 Q1	$11.6M	Hold	82,710	–	–	2.79%	13
2024 Q4	$13.8M	Hold	82,710	–	–	3.44%	5
2024 Q3	$15.4M	Hold	82,710	–	–	3.68%	3
2024 Q2	$11.7M	Hold	82,710	–	–	3.04%	6
2024 Q1	$10.4M	Hold	82,710	–	–	2.68%	13
2023 Q4	$8.72M	Hold	82,710	–	–	2.41%	19
2023 Q3	$8.76M	Sell	82,710 -13,800	-14%	-$1.6M	2.44%	18
2023 Q2	$11.5M	Sell	96,510 -52,200	-35%	-$5.4M	2.79%	9
2023 Q1	$13.8M	Hold	148,710	–	–	3.85%	4
2022 Q4	$12.2M	Hold	148,710	–	–	3.49%	9
2022 Q3	$9.08M	Hold	148,710	–	–	2.94%	14
2022 Q2	$10.4M	Hold	148,710	–	–	3.15%	10
2022 Q1	$12.3M	Hold	148,710	–	–	3.23%	8
2021 Q4	$13M	Hold	148,710	–	–	3.36%	8
2021 Q3	$13M	Hold	148,710	–	–	3.65%	6
2021 Q2	$11.6M	Sell	148,710 -36,880	-20%	-$2.89M	3.23%	6
2021 Q1	$13M	Hold	185,590	–	–	3.66%	4
2020 Q4	$12M	Hold	185,590	–	–	3.77%	7
2020 Q3	$11.1M	Hold	185,590	–	–	3.8%	7
2020 Q2	$10.3M	Sell	185,590 -28,720	-13%	-$1.52M	3.83%	7
2020 Q1	$10.4M	Hold	214,310	–	–	4.34%	7
2019 Q4	$11.4M	Hold	214,310	–	–	3.86%	6
2019 Q3	$11.8M	Hold	214,310	–	–	3.44%	8
2019 Q2	$12.2M	Sell	214,310 -20,570	-9%	-$1.11M	3.49%	6
2019 Q1	$12.6M	Hold	234,880	–	–	3.72%	5
2018 Q4	$10.6M	Hold	234,880	–	–	3.39%	6
2018 Q3	$12.1M	Hold	234,880	–	–	3.39%	5
2018 Q2	$10.3M	Sell	234,880 -26,100	-10%	-$1.2M	3.07%	8
2018 Q1	$11.9M	Hold	260,980	–	–	3.57%	5
2017 Q4	$12.3M	Hold	260,980	–	–	3.68%	5
2017 Q3	$12.6M	Sell	260,980 -24,400	-9%	-$1.21M	3.94%	3
2017 Q2	$14.3M	Hold	285,380	–	–	4.39%	3
2017 Q1	$12.7M	Hold	285,380	–	–	3.9%	4
2016 Q4	$11M	Hold	285,380	–	–	3.38%	9
2016 Q3	$11.2M	Hold	285,380	–	–	3.47%	7
2016 Q2	$11.7M	Hold	285,380	–	–	3.54%	8
2016 Q1	$11.7M	Hold	285,380	–	–	3.58%	5
2015 Q4	$10.4M	Hold	285,380	–	–	3.24%	10
2015 Q3	$10.3M	Hold	285,380	–	–	3.38%	8
2015 Q2	$11.5M	Hold	285,380	–	–	3.46%	7
2015 Q1	$12.3M	Hold	285,380	–	–	3.86%	5
2014 Q4	$12.8M	Hold	285,380	–	–	3.45%	6
2014 Q3	$10.9M	Hold	285,380	–	–	3.01%	10
2014 Q2	$11.6M	Hold	285,380	–	–	3.16%	9
2014 Q1	$11.7M	Hold	285,380	–	–	3.21%	8
2013 Q4	$10.9M	Hold	285,380	–	–	2.89%	10
2013 Q3	$9.47M	Hold	285,380	–	–	2.7%	12
2013 Q2	$8.76M	Buy	+285,380	New	+$9.47M	2.59%	13

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shelter Mutual Insurance's ORCL Position: Q2 2026 in Review

Shelter Mutual Insurance held its Oracle (ORCL) position steady in Q2 2026 at 82,710 shares worth $12.1M. The position accounts for 2.56% of the portfolio, ranked #14.

Shelter Mutual Insurance first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.3M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Shelter Mutual Insurance held 82,710 shares of Oracle worth $12.1M as of Q2 2026.
Shelter Mutual Insurance left its Oracle share count unchanged in Q2 2026.
Oracle made up 2.56% of Shelter Mutual Insurance's portfolio in Q2 2026, its #14 holding.
Shelter Mutual Insurance first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Shelter Mutual Insurance's Oracle position peaked at $23.3M in Q3 2025.
3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.