Sitrin Capital Management’s Oracle ORCL Stock Holding History

Sitrin Capital Management’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	$6.43M	Sell	43,890 -787	-2%	-$143K	2.85%	16
2026 Q1	$6.57M	Buy	44,677 +38,716	+649%	+$6.29M	3.29%	12
2025 Q4	$1.16M	Sell	5,961 -50	-0.8%	-$11.9K	0.55%	32
2025 Q3	$1.69M	Buy	6,011 +50	+0.8%	+$12.7K	0.81%	31
2025 Q2	$1.3M	Sell	5,961 -88	-1%	-$14.2K	0.66%	31
2025 Q1	$846K	Buy	6,049 +88	+1%	+$14.3K	0.46%	32
2024 Q4	$993K	Hold	5,961	–	–	0.5%	33
2024 Q3	$1.02M	Hold	5,961	–	–	0.51%	31
2024 Q2	$842K	Hold	5,961	–	–	0.45%	33
2024 Q1	$749K	Hold	5,961	–	–	0.41%	32
2023 Q4	$628K	Hold	5,961	–	–	0.37%	33
2023 Q3	$631K	Hold	5,961	–	–	0.39%	33
2023 Q2	$710K	Sell	5,961 -193	-3%	-$20K	0.4%	31
2023 Q1	$572K	Sell	6,154 -302	-5%	-$26.5K	0.35%	31
2022 Q4	$528K	Sell	6,456 -65,559	-91%	-$4.98M	0.34%	30
2022 Q3	$4.4M	Sell	72,015 -546	-0.8%	-$40K	2.89%	20
2022 Q2	$5.07M	Sell	72,561 -1,415	-2%	-$104K	3.23%	14
2022 Q1	$6.12M	Buy	73,976 +64	+0.1%	+$5.18K	3.07%	14
2021 Q4	$6.45M	Buy	+73,912	New	+$6.94M	3.03%	19

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

Sitrin Capital Management's ORCL Position: Q2 2026 in Review

Sitrin Capital Management reduced its Oracle (ORCL) stake by 1.8% in Q2 2026, selling an estimated $143K and leaving 43,890 shares worth $6.43M. The position accounts for 2.85% of the portfolio, ranked #16.

Sitrin Capital Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.57M in Q1 2026. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Sitrin Capital Management held 43,890 shares of Oracle worth $6.43M as of Q2 2026.
Sitrin Capital Management sold 787 Oracle shares in Q2 2026, an estimated $143K.
Oracle made up 2.85% of Sitrin Capital Management's portfolio in Q2 2026, its #16 holding.
Sitrin Capital Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Sitrin Capital Management's Oracle position peaked at $6.57M in Q1 2026.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.