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Successful Portfolios’s Oracle ORCL Stock Holding History

Successful Portfolios’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 		$221K Sell
1,541
-2
-0.1% -$362 0.1% 180
2026
Q1 		$217K Buy
1,543
+5
+0.3% +$813 0.12% 167
2025
Q4 		$305K Buy
1,538
+45
+3% +$10.7K 0.16% 134
2025
Q3 		$420K Sell
1,493
-128
-8% -$32.6K 0.25% 84
2025
Q2 		$354K Sell
1,621
-1
-0.1% -$161 0.22% 97
2025
Q1 		$227K Buy
1,622
+15
+0.9% +$2.44K 0.15% 138
2024
Q4 		$268K Hold
1,607
– – 0.18% 118
2024
Q3 		$274K Hold
1,607
– – 0.19% 116
2024
Q2 		$227K Sell
1,607
-20
-1% -$2.48K 0.16% 133
2024
Q1 		$204K Sell
1,627
-309
-16% -$35.4K 0.14% 158
2023
Q4 		$204K Buy
+1,936
New +$211K 0.15% 152

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Successful Portfolios's ORCL Position: Q2 2026 in Review

Successful Portfolios reduced its Oracle (ORCL) stake by 0.13% in Q2 2026, selling an estimated $362 and leaving 1,541 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #180.

Successful Portfolios first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q3 2025. 1,611 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Successful Portfolios held 1,541 shares of Oracle worth $221K as of Q2 2026.
  • Successful Portfolios sold 2 Oracle shares in Q2 2026, an estimated $362.
  • Oracle made up 0.1% of Successful Portfolios's portfolio in Q2 2026, its #180 holding.
  • Successful Portfolios first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Successful Portfolios's Oracle position peaked at $420K in Q3 2025.
  • 1,611 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.