SGK
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Steigerwald Gordon & Koch’s Oracle ORCL Stock Holding History

Steigerwald Gordon & Koch’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 		$12.6M Sell
86,057
-305
-0.4% -$55.3K 1.25% 31
2026
Q1 		$12.7M Sell
86,362
-2,038
-2% -$331K 1.3% 30
2025
Q4 		$17.2M Buy
88,400
+6,864
+8% +$1.63M 1.65% 25
2025
Q3 		$22.9M Buy
81,536
+7,006
+9% +$1.78M 2.2% 18
2025
Q2 		$16.3M Buy
74,530
+12,077
+19% +$1.95M 1.72% 26
2025
Q1 		$8.73M Buy
62,453
+56,600
+967% +$9.21M 0.97% 41
2024
Q4 		$975K Sell
5,853
-17
-0.3% -$3.02K 0.11% 64
2024
Q3 		$1M Buy
5,870
+70
+1% +$10.1K 0.11% 64
2024
Q2 		$819K Buy
5,800
+496
+9% +$61.6K 0.1% 65
2024
Q1 		$666K Buy
5,304
+7
+0.1% +$801 0.08% 74
2023
Q4 		$558K Buy
5,297
+84
+2% +$9.17K 0.08% 78
2023
Q3 		$552K Buy
5,213
+83
+2% +$9.61K 0.08% 73
2023
Q2 		$611K Sell
5,130
-18
-0.3% -$1.86K 0.09% 70
2023
Q1 		$478K Sell
5,148
-54
-1% -$4.74K 0.07% 78
2022
Q4 		$425K Buy
5,202
+119
+2% +$9.04K 0.07% 82
2022
Q3 		$310K Buy
5,083
+902
+22% +$66K 0.06% 84
2022
Q2 		$292K Buy
4,181
+32
+0.8% +$2.34K 0.05% 91
2022
Q1 		$343K Sell
4,149
-439
-10% -$35.6K 0.05% 89
2021
Q4 		$400K Sell
4,588
-568
-11% -$53.3K 0.06% 85
2021
Q3 		$449K Buy
5,156
+88
+2% +$7.77K 0.07% 80
2021
Q2 		$394K Buy
5,068
+34
+0.7% +$2.66K 0.07% 85
2021
Q1 		$353K Buy
5,034
+89
+2% +$5.76K 0.07% 83
2020
Q4 		$320K Buy
4,945
+165
+3% +$9.82K 0.07% 84
2020
Q3 		$285K Buy
4,780
+100
+2% +$5.68K 0.07% 83
2020
Q2 		$259K Buy
4,680
+349
+8% +$18.5K 0.07% 81
2020
Q1 		$209K Sell
4,331
-33
-0.8% -$1.7K 0.07% 81
2019
Q4 		$231K Buy
+4,364
New +$240K 0.05% 85
2017
Q4 		– Sell
-4,989
Closed -$241K – 92
2017
Q3 		$241K Buy
4,989
+2
+0% +$100 0.07% 79
2017
Q2 		$250K Sell
4,987
-148
-3% -$6.75K 0.07% 75
2017
Q1 		$229K Buy
+5,135
New +$214K 0.07% 76

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Steigerwald Gordon & Koch's ORCL Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Oracle (ORCL) stake by 0.35% in Q2 2026, selling an estimated $55.3K and leaving 86,057 shares worth $12.6M. The position accounts for 1.25% of the portfolio, ranked #31.

Steigerwald Gordon & Koch first reported a position in ORCL in Q1 2017 and has held it in 30 quarters since. The position peaked at $22.9M in Q3 2025. 1,405 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Steigerwald Gordon & Koch held 86,057 shares of Oracle worth $12.6M as of Q2 2026.
  • Steigerwald Gordon & Koch sold 305 Oracle shares in Q2 2026, an estimated $55.3K.
  • Oracle made up 1.25% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #31 holding.
  • Steigerwald Gordon & Koch first reported a position in Oracle in Q1 2017 and has held it in 30 quarters since.
  • Steigerwald Gordon & Koch's Oracle position peaked at $22.9M in Q3 2025.
  • 1,405 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.