SSA
ORCL icon

Shepherd Street Advisors’s Oracle ORCL Stock Holding History

Shepherd Street Advisors’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 		$229K Sell
1,728
-1,657
-49% -$300K 0.2% 84
2026
Q1 		$498K Sell
3,385
-2,409
-42% -$392K 0.49% 53
2025
Q4 		$1.13M Buy
+5,794
New +$1.38M 1.08% 29

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Shepherd Street Advisors's ORCL Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Oracle (ORCL) stake by 49% in Q2 2026, selling an estimated $300K and leaving 1,728 shares worth $229K. The position accounts for 0.2% of the portfolio, ranked #84.

Shepherd Street Advisors first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Shepherd Street Advisors held 1,728 shares of Oracle worth $229K as of Q2 2026.
  • Shepherd Street Advisors sold 1,657 Oracle shares in Q2 2026, an estimated $300K.
  • Oracle made up 0.2% of Shepherd Street Advisors's portfolio in Q2 2026, its #84 holding.
  • Shepherd Street Advisors first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's Oracle position peaked at $1.13M in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.