Stonehearth Capital Management’s Oracle ORCL Stock Holding History

Stonehearth 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	$219K	Sell	1,496 -2,748	-65%	-$498K	0.07%	84
2026 Q1	$624K	Hold	4,244	–	–	0.25%	43
2025 Q4	$827K	Hold	4,244	–	–	0.31%	39
2025 Q3	$1.19M	Hold	4,244	–	–	0.46%	28
2025 Q2	$928K	Buy	4,244 +6	+0.1%	+$969	0.38%	35
2025 Q1	$593K	Buy	4,238 +1,675	+65%	+$273K	0.25%	42
2024 Q4	$427K	Hold	2,563	–	–	0.17%	43
2024 Q3	$437K	Hold	2,563	–	–	0.17%	41
2024 Q2	$362K	Hold	2,563	–	–	0.16%	45
2024 Q1	$322K	Hold	2,563	–	–	0.15%	50
2023 Q4	$270K	Hold	2,563	–	–	0.13%	58
2023 Q3	$271K	Hold	2,563	–	–	0.15%	51
2023 Q2	$305K	Hold	2,563	–	–	0.16%	47
2023 Q1	$238K	Hold	2,563	–	–	0.13%	61
2022 Q4	$209K	Buy	+2,563	New	+$195K	0.12%	66
2022 Q3	–	Sell	-2,820	Closed	-$203K	–	71
2022 Q2	$203K	Buy	+2,820	New	+$206K	0.12%	69

Other funds holding ORCL

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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Stonehearth Capital Management reduced its Oracle (ORCL) stake by 65% in Q2 2026, selling an estimated $498K and leaving 1,496 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #84.

Stonehearth Capital Management first reported a position in ORCL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Stonehearth Capital Management held 1,496 shares of Oracle worth $219K as of Q2 2026.
Stonehearth Capital Management sold 2,748 Oracle shares in Q2 2026, an estimated $498K.
Oracle made up 0.07% of Stonehearth Capital Management's portfolio in Q2 2026, its #84 holding.
Stonehearth Capital Management first reported a position in Oracle in Q2 2022 and has held it in 16 quarters since.
Stonehearth Capital Management's Oracle position peaked at $1.19M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.