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Sigma Investment Counselors’s Oracle ORCL Stock Holding History

Sigma Investment Counselors’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 		$1.09M Buy
7,425
+1,270
+21% +$230K 0.05% 109
2026
Q1 		$905K Buy
6,155
+37
+0.6% +$6.01K 0.05% 111
2025
Q4 		$1.19M Sell
6,118
-332
-5% -$79K 0.06% 108
2025
Q3 		$1.81M Sell
6,450
-235
-4% -$59.8K 0.09% 96
2025
Q2 		$1.46M Buy
6,685
+308
+5% +$49.7K 0.08% 98
2025
Q1 		$892K Sell
6,377
-478
-7% -$77.8K 0.05% 105
2024
Q4 		$1.14M Sell
6,855
-283
-4% -$50.3K 0.07% 99
2024
Q3 		$1.22M Buy
7,138
+116
+2% +$16.8K 0.07% 94
2024
Q2 		$992K Sell
7,022
-363
-5% -$45.1K 0.06% 102
2024
Q1 		$928K Sell
7,385
-171
-2% -$19.6K 0.06% 103
2023
Q4 		$797K Sell
7,556
-1,043
-12% -$114K 0.06% 108
2023
Q3 		$911K Sell
8,599
-273
-3% -$31.6K 0.07% 102
2023
Q2 		$1.06M Buy
8,872
+9
+0.1% +$931 0.08% 95
2023
Q1 		$824K Buy
8,863
+616
+7% +$54K 0.06% 103
2022
Q4 		$674K Buy
8,247
+2,223
+37% +$169K 0.06% 109
2022
Q3 		$368K Hold
6,024
– – 0.03% 135
2022
Q2 		$421K Sell
6,024
-40
-0.7% -$2.93K 0.03% 132
2022
Q1 		$502K Hold
6,064
– – 0.04% 130
2021
Q4 		$529K Sell
6,064
-272
-4% -$25.5K 0.04% 128
2021
Q3 		$552K Buy
6,336
+272
+4% +$24K 0.04% 123
2021
Q2 		$472K Hold
6,064
– – 0.04% 127
2021
Q1 		$426K Hold
6,064
– – 0.03% 131
2020
Q4 		$392K Buy
6,064
+2,449
+68% +$146K 0.03% 132
2020
Q3 		$216K Sell
3,615
-1,858
-34% -$106K 0.04% 118
2020
Q2 		$302K Buy
5,473
+350
+7% +$18.5K 0.03% 128
2020
Q1 		$248K Sell
5,123
-45
-0.9% -$2.32K 0.03% 129
2019
Q4 		$274K Hold
5,168
– – 0.03% 130
2019
Q3 		$284K Sell
5,168
-195
-4% -$10.8K 0.03% 131
2019
Q2 		$306K Sell
5,363
-5
-0.1% -$271 0.04% 122
2019
Q1 		$288K Buy
5,368
+177
+3% +$9.02K 0.04% 126
2018
Q4 		$234K Buy
5,191
+45
+0.9% +$2.16K 0.03% 129
2018
Q3 		$265K Buy
5,146
+300
+6% +$14.6K 0.03% 120
2018
Q2 		$214K Sell
4,846
-123
-2% -$5.67K 0.03% 129
2018
Q1 		$227K Sell
4,969
-280
-5% -$13.9K 0.03% 121
2017
Q4 		$248K Buy
5,249
+23
+0.4% +$1.13K 0.03% 112
2017
Q3 		$253K Buy
+5,226
New +$260K 0.04% 122
2016
Q3 		– Sell
-5,706
Closed -$234K – 128
2016
Q2 		$234K Sell
5,706
-1,502
-21% -$60K 0.04% 119
2016
Q1 		$295K Sell
7,208
-4,151
-37% -$154K 0.05% 102
2015
Q4 		$415K Sell
11,359
-1,100
-9% -$42K 0.08% 89
2015
Q3 		$450K Sell
12,459
-1,100
-8% -$42.3K 0.09% 84
2015
Q2 		$546K Sell
13,559
-71
-0.5% -$3.08K 0.1% 80
2015
Q1 		$588K Sell
13,630
-1,500
-10% -$65K 0.11% 79
2014
Q4 		$680K Sell
15,130
-300
-2% -$12.2K 0.13% 81
2014
Q3 		$591K Buy
15,430
+79
+0.5% +$3.2K 0.11% 82
2014
Q2 		$622K Sell
15,351
-3,077
-17% -$127K 0.12% 79
2014
Q1 		$754K Sell
18,428
-4,249
-19% -$162K 0.15% 70
2013
Q4 		$868K Sell
22,677
-87,072
-79% -$2.99M 0.19% 69
2013
Q3 		$3.64M Buy
109,749
+13,742
+14% +$446K 0.84% 24
2013
Q2 		$2.95M Buy
+96,007
New +$3.19M 0.77% 31

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

Sigma Investment Counselors's ORCL Position: Q2 2026 in Review

Sigma Investment Counselors increased its Oracle (ORCL) stake by 21% in Q2 2026, buying an estimated $230K and bringing the position to 7,425 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #109.

Sigma Investment Counselors first reported a position in ORCL in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.64M in Q3 2013. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sigma Investment Counselors held 7,425 shares of Oracle worth $1.09M as of Q2 2026.
  • Sigma Investment Counselors bought 1,270 Oracle shares in Q2 2026, an estimated $230K.
  • Oracle made up 0.05% of Sigma Investment Counselors's portfolio in Q2 2026, its #109 holding.
  • Sigma Investment Counselors first reported a position in Oracle in Q2 2013 and has held it in 49 quarters since.
  • Sigma Investment Counselors's Oracle position peaked at $3.64M in Q3 2013.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.