Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Oracle ORCL Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		$539M Sell
3,666,848
-197,688
-5% -$32.1M 0.35% 51
2025
Q4 		$753M Sell
3,864,536
-941,812
-20% -$224M 0.44% 34
2025
Q3 		$1.35B Buy
4,806,348
+151,870
+3% +$38.7M 0.78% 17
2025
Q2 		$1.02B Buy
4,654,478
+172,578
+4% +$27.9M 0.63% 20
2025
Q1 		$627M Buy
4,481,900
+73,061
+2% +$11.9M 0.44% 36
2024
Q4 		$735M Buy
4,408,839
+698,933
+19% +$124M 0.5% 28
2024
Q3 		$632M Buy
3,709,906
+70,833
+2% +$10.3M 0.44% 35
2024
Q2 		$514M Sell
3,639,073
-295,058
-7% -$36.6M 0.38% 45
2024
Q1 		$494M Buy
3,934,131
+9,787
+0.2% +$1.12M 0.34% 53
2023
Q4 		$414M Sell
3,924,344
-103,012
-3% -$11.2M 0.31% 62
2023
Q3 		$427M Sell
4,027,356
-39,229
-1% -$4.54M 0.35% 56
2023
Q2 		$484M Sell
4,066,585
-772,985
-16% -$79.9M 0.38% 47
2023
Q1 		$450M Buy
4,839,570
+194,688
+4% +$17.1M 0.34% 59
2022
Q4 		$380M Sell
4,644,882
-67,288
-1% -$5.11M 0.3% 71
2022
Q3 		$288M Sell
4,712,170
-26,642
-0.6% -$1.95M 0.24% 96
2022
Q2 		$331M Buy
4,738,812
+108,425
+2% +$7.94M 0.25% 87
2022
Q1 		$383M Sell
4,630,387
-124,072
-3% -$10M 0.26% 81
2021
Q4 		$415M Sell
4,754,459
-722,267
-13% -$67.8M 0.25% 86
2021
Q3 		$477M Sell
5,476,726
-430,039
-7% -$38M 0.3% 75
2021
Q2 		$460M Sell
5,906,765
-465,124
-7% -$36.4M 0.27% 83
2021
Q1 		$447M Sell
6,371,889
-381,744
-6% -$24.7M 0.28% 81
2020
Q4 		$437M Sell
6,753,633
-1,229,297
-15% -$73.2M 0.28% 72
2020
Q3 		$477M Sell
7,982,930
-1,287,056
-14% -$73.1M 0.32% 63
2020
Q2 		$510M Sell
9,269,986
-373,085
-4% -$19.8M 0.36% 55
2020
Q1 		$464M Buy
9,643,071
+402,419
+4% +$20.8M 0.4% 52
2019
Q4 		$487M Sell
9,240,652
-383,103
-4% -$21.1M 0.38% 56
2019
Q3 		$530M Sell
9,623,755
-392,742
-4% -$21.7M 0.46% 41
2019
Q2 		$571M Sell
10,016,497
-360,252
-3% -$19.5M 0.51% 39
2019
Q1 		$557M Sell
10,376,749
-1,023,641
-9% -$52.2M 0.52% 39
2018
Q4 		$511M Buy
11,400,390
+1,579,199
+16% +$75.7M 0.55% 36
2018
Q3 		$506M Sell
9,821,191
-259,212
-3% -$12.6M 0.54% 35
2018
Q2 		$444M Buy
10,080,403
+798,456
+9% +$36.8M 0.52% 36
2018
Q1 		$425M Buy
9,281,947
+214,287
+2% +$10.7M 0.55% 40
2017
Q4 		$429M Sell
9,067,660
-325,816
-3% -$16M 0.55% 40
2017
Q3 		$454M Sell
9,393,476
-16,453
-0.2% -$819K 0.64% 34
2017
Q2 		$472M Buy
9,409,929
+170,118
+2% +$7.75M 0.69% 31
2017
Q1 		$412M Sell
9,239,811
-18,195
-0.2% -$758K 0.64% 32
2016
Q4 		$356M Sell
9,258,006
-196,025
-2% -$7.67M 0.58% 33
2016
Q3 		$371M Sell
9,454,031
-40,856
-0.4% -$1.66M 0.61% 33
2016
Q2 		$389M Buy
9,494,887
+18,335
+0.2% +$732K 0.67% 31
2016
Q1 		$388M Sell
9,476,552
-2,849
-0% -$105K 0.68% 31
2015
Q4 		$350M Sell
9,479,401
-64,688
-0.7% -$2.47M 0.63% 33
2015
Q3 		$345M Buy
9,544,089
+126,706
+1% +$4.87M 0.67% 29
2015
Q2 		$378M Sell
9,417,383
-94,997
-1% -$4.12M 0.68% 27
2015
Q1 		$410M Buy
9,512,380
+753,814
+9% +$32.7M 0.74% 25
2014
Q4 		$396M Sell
8,758,566
-278,644
-3% -$11.3M 0.77% 22
2014
Q3 		$346M Sell
9,037,210
-135,228
-1% -$5.48M 0.69% 25
2014
Q2 		$372M Sell
9,172,438
-817,491
-8% -$33.6M 0.76% 21
2014
Q1 		$409M Buy
9,989,929
+690,199
+7% +$26.3M 0.86% 16
2013
Q4 		$353M Sell
9,299,730
-891,918
-9% -$30.7M 0.73% 23
2013
Q3 		$337M Sell
10,191,648
-144,898
-1% -$4.7M 0.73% 22
2013
Q2 		$316M Buy
+10,336,546
New +$343M 0.72% 26

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ORCL Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Oracle (ORCL) stake by 5.1% in Q1 2026, selling an estimated $32.1M and leaving 3,666,848 shares worth $539M. The position accounts for 0.35% of the portfolio, ranked #51.

Sumitomo Mitsui Trust Group first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35B in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 3,666,848 shares of Oracle worth $539M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 197,688 Oracle shares in Q1 2026, an estimated $32.1M.
  • Oracle made up 0.35% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #51 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Oracle position peaked at $1.35B in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.