Sunbeam Capital Management’s Oracle ORCL Stock Holding History

Sunbeam 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	$686K	Buy	4,678 +264	+6%	+$47.8K	0.31%	61
2026 Q1	$649K	Buy	4,414 +41	+0.9%	+$6.67K	0.37%	57
2025 Q4	$852K	Buy	4,373 +56	+1%	+$13.3K	0.51%	38
2025 Q3	$1.21M	Buy	4,317 +241	+6%	+$61.4K	0.75%	27
2025 Q2	$891K	Buy	4,076 +18	+0.4%	+$2.91K	0.68%	33
2025 Q1	$567K	Buy	4,058 +8	+0.2%	+$1.3K	0.54%	34
2024 Q4	$675K	Buy	+4,050	New	+$719K	0.63%	33

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

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

Sunbeam Capital Management increased its Oracle (ORCL) stake by 6% in Q2 2026, buying an estimated $47.8K and bringing the position to 4,678 shares worth $686K. The position accounts for 0.31% of the portfolio, ranked #61.

Sunbeam Capital Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Sunbeam Capital Management held 4,678 shares of Oracle worth $686K as of Q2 2026.
Sunbeam Capital Management bought 264 Oracle shares in Q2 2026, an estimated $47.8K.
Oracle made up 0.31% of Sunbeam Capital Management's portfolio in Q2 2026, its #61 holding.
Sunbeam Capital Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Oracle position peaked at $1.21M in Q3 2025.
1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.