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Steel Grove Capital Advisors’s Oracle ORCL Stock Holding History

Steel Grove Capital 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 		$429K Sell
2,928
-172
-6% -$31.2K 0.04% 148
2026
Q1 		$456K Buy
3,100
+167
+6% +$27.1K 0.05% 144
2025
Q4 		$572K Sell
2,933
-36
-1% -$8.57K 0.06% 110
2025
Q3 		$649K Hold
2,969
– – 0.08% 113
2025
Q2 		$649K Hold
2,969
– – 0.08% 114
2025
Q1 		$415K Sell
2,969
-39
-1% -$6.35K 0.06% 120
2024
Q4 		$501K Buy
3,008
+39
+1% +$6.93K 0.07% 116
2024
Q3 		$501K Buy
2,969
+139
+5% +$20.1K 0.07% 117
2024
Q2 		$400K Buy
2,830
+68
+2% +$8.44K 0.06% 128
2024
Q1 		$347K Buy
+2,762
New +$316K 0.05% 151
2019
Q1 		– Sell
-5,229
Closed -$236K – 231
2018
Q4 		$236K Buy
5,229
+281
+6% +$13.5K 0.03% 279
2018
Q3 		$255K Buy
4,948
+96
+2% +$4.66K 0.04% 272
2018
Q2 		$214K Hold
4,852
– – 0.03% 286
2018
Q1 		$222K Sell
4,852
-1,000
-17% -$49.7K 0.03% 281
2017
Q4 		$277K Buy
5,852
+650
+12% +$31.9K 0.04% 246
2017
Q3 		$252K Sell
5,202
-207
-4% -$10.3K 0.05% 245
2017
Q2 		$271K Sell
5,409
-780
-13% -$35.5K 0.05% 234
2017
Q1 		$276K Buy
+6,189
New +$258K 0.05% 234

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

Steel Grove Capital Advisors's ORCL Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Oracle (ORCL) stake by 5.5% in Q2 2026, selling an estimated $31.2K and leaving 2,928 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #148.

Steel Grove Capital Advisors first reported a position in ORCL in Q1 2017 and has held it in 18 quarters since. The position peaked at $649K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Steel Grove Capital Advisors held 2,928 shares of Oracle worth $429K as of Q2 2026.
  • Steel Grove Capital Advisors sold 172 Oracle shares in Q2 2026, an estimated $31.2K.
  • Oracle made up 0.04% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #148 holding.
  • Steel Grove Capital Advisors first reported a position in Oracle in Q1 2017 and has held it in 18 quarters since.
  • Steel Grove Capital Advisors's Oracle position peaked at $649K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.