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Tandem Investment Partners’s Oracle ORCL Stock Holding History

Tandem Investment Partners’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 		$829K Sell
5,655
-70
-1% -$12.7K 0.64% 35
2026
Q1 		$842K Sell
5,725
-20
-0.3% -$3.25K 0.71% 36
2025
Q4 		$1.12M Sell
5,745
-925
-14% -$220K 0.94% 28
2025
Q3 		$1.88M Sell
6,670
-780
-10% -$199K 1.54% 25
2025
Q2 		$1.63M Buy
7,450
+580
+8% +$93.7K 1.42% 24
2025
Q1 		$960K Sell
6,870
-95
-1% -$15.5K 0.95% 26
2024
Q4 		$1.16M Buy
+6,965
New +$1.24M 1.11% 22

Other funds holding ORCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Tandem Investment Partners's ORCL Position: Q2 2026 in Review

Tandem Investment Partners reduced its Oracle (ORCL) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 5,655 shares worth $829K. The position accounts for 0.64% of the portfolio, ranked #35.

Tandem Investment Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 1,698 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Tandem Investment Partners held 5,655 shares of Oracle worth $829K as of Q2 2026.
  • Tandem Investment Partners sold 70 Oracle shares in Q2 2026, an estimated $12.7K.
  • Oracle made up 0.64% of Tandem Investment Partners's portfolio in Q2 2026, its #35 holding.
  • Tandem Investment Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Tandem Investment Partners's Oracle position peaked at $1.88M in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.