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Shuttleworth & Co’s Oracle ORCL Stock Holding History

Shuttleworth & Co’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 		$2.1M Buy
14,315
+322
+2% +$58.4K 1.68% 31
2026
Q1 		$2.06M Buy
13,993
+212
+2% +$34.5K 1.86% 30
2025
Q4 		$2.69M Sell
13,781
-274
-2% -$65.2K 2.46% 12
2025
Q3 		$3.95M Buy
+14,055
New +$3.58M 3.59% 2

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shuttleworth & Co's ORCL Position: Q2 2026 in Review

Shuttleworth & Co increased its Oracle (ORCL) stake by 2.3% in Q2 2026, buying an estimated $58.4K and bringing the position to 14,315 shares worth $2.1M. The position accounts for 1.68% of the portfolio, ranked #31.

Shuttleworth & Co first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.95M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Shuttleworth & Co held 14,315 shares of Oracle worth $2.1M as of Q2 2026.
  • Shuttleworth & Co bought 322 Oracle shares in Q2 2026, an estimated $58.4K.
  • Oracle made up 1.68% of Shuttleworth & Co's portfolio in Q2 2026, its #31 holding.
  • Shuttleworth & Co first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's Oracle position peaked at $3.95M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.