St. Clair Advisors’s Oracle ORCL Stock Holding History

St. Clair 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	$249K	Hold	1,700	–	–	0.06%	78
2026 Q1	$250K	Hold	1,700	–	–	0.07%	80
2025 Q4	$331K	Hold	1,700	–	–	0.09%	72
2025 Q3	$478K	Hold	1,700	–	–	0.13%	67
2025 Q2	$372K	Hold	1,700	–	–	0.1%	69
2025 Q1	$238K	Hold	1,700	–	–	0.07%	76
2024 Q4	$283K	Hold	1,700	–	–	0.08%	72
2024 Q3	$290K	Hold	1,700	–	–	0.08%	75
2024 Q2	$240K	Hold	1,700	–	–	0.08%	74
2024 Q1	$214K	Buy	+1,700	New	+$195K	0.07%	79
2023 Q3	–	Sell	-1,814	Closed	-$216K	–	82
2023 Q2	$216K	Buy	+1,814	New	+$188K	0.08%	79

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

St. Clair Advisors's ORCL Position: Q2 2026 in Review

St. Clair Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,700 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #78.

St. Clair Advisors first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $478K in Q3 2025. 1,908 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

St. Clair Advisors held 1,700 shares of Oracle worth $249K as of Q2 2026.
St. Clair Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.06% of St. Clair Advisors's portfolio in Q2 2026, its #78 holding.
St. Clair Advisors first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
St. Clair Advisors's Oracle position peaked at $478K in Q3 2025.
1,908 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.