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ORCL icon

Syntax Research’s Oracle ORCL Stock Holding History

Syntax Research’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 		$469K Sell
3,200
-13,711
-81% -$2.48M 0.34% 44
2026
Q1 		$2.49M Buy
16,911
+2,730
+19% +$444K 1.58% 21
2025
Q4 		$2.76M Buy
14,181
+3,812
+37% +$908K 1.7% 19
2025
Q3 		$2.92M Sell
10,369
-2,132
-17% -$543K 1.87% 17
2025
Q2 		$2.73M Buy
12,501
+1,501
+14% +$242K 1.94% 18
2025
Q1 		$1.54M Buy
+11,000
New +$1.79M 1.06% 33

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Syntax Research's ORCL Position: Q2 2026 in Review

Syntax Research reduced its Oracle (ORCL) stake by 81% in Q2 2026, selling an estimated $2.48M and leaving 3,200 shares worth $469K. The position accounts for 0.34% of the portfolio, ranked #44.

Syntax Research first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.92M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Syntax Research held 3,200 shares of Oracle worth $469K as of Q2 2026.
  • Syntax Research sold 13,711 Oracle shares in Q2 2026, an estimated $2.48M.
  • Oracle made up 0.34% of Syntax Research's portfolio in Q2 2026, its #44 holding.
  • Syntax Research first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Syntax Research's Oracle position peaked at $2.92M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.