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TCV Trust & Wealth Management’s Oracle ORCL Stock Holding History

TCV Trust & Wealth 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 		$3.53M Sell
24,113
-129
-0.5% -$23.4K 0.27% 68
2026
Q1 		$3.57M Sell
24,242
-6,743
-22% -$1.1M 0.3% 66
2025
Q4 		$6.04M Sell
30,985
-130
-0.4% -$31K 0.49% 55
2025
Q3 		$8.75M Sell
31,115
-114
-0.4% -$29K 0.73% 46
2025
Q2 		$6.83M Buy
31,229
+6,158
+25% +$994K 0.6% 51
2025
Q1 		$3.51M Sell
25,071
-40
-0.2% -$6.51K 0.32% 66
2024
Q4 		$4.18M Sell
25,111
-675
-3% -$120K 0.39% 60
2024
Q3 		$4.39M Buy
25,786
+530
+2% +$76.8K 0.39% 61
2024
Q2 		$3.57M Sell
25,256
-470
-2% -$58.4K 0.34% 64
2024
Q1 		$3.23M Sell
25,726
-358
-1% -$41K 0.31% 66
2023
Q4 		$2.75M Buy
26,084
+70
+0.3% +$7.64K 0.28% 69
2023
Q3 		$2.76M Sell
26,014
-365
-1% -$42.2K 0.3% 70
2023
Q2 		$3.14M Sell
26,379
-1,016
-4% -$105K 0.33% 69
2023
Q1 		$2.55M Sell
27,395
-14,663
-35% -$1.29M 0.28% 72
2022
Q4 		$3.44M Buy
42,058
+30,855
+275% +$2.34M 0.39% 64
2022
Q3 		$684K Buy
11,203
+1,267
+13% +$92.8K 0.09% 114
2022
Q2 		$695K Buy
9,936
+101
+1% +$7.39K 0.08% 120
2022
Q1 		$813K Buy
9,835
+105
+1% +$8.5K 0.09% 120
2021
Q4 		$848K Sell
9,730
-295
-3% -$27.7K 0.08% 121
2021
Q3 		$874K Sell
10,025
-300
-3% -$26.5K 0.1% 115
2021
Q2 		$806K Sell
10,325
-232
-2% -$18.2K 0.09% 116
2021
Q1 		$741K Buy
10,557
+1,382
+15% +$89.5K 0.09% 115
2020
Q4 		$593K Hold
9,175
– – 0.07% 124
2020
Q3 		$547K Buy
9,175
+2,650
+41% +$151K 0.07% 120
2020
Q2 		$361K Sell
6,525
-1,783
-21% -$94.5K 0.05% 137
2020
Q1 		$401K Sell
8,308
-500
-6% -$25.8K 0.07% 127
2019
Q4 		$467K Sell
8,808
-800
-8% -$44K 0.06% 133
2019
Q3 		$529K Buy
9,608
+83
+0.9% +$4.58K 0.07% 119
2019
Q2 		$543K Hold
9,525
– – 0.07% 122
2019
Q1 		$512K Sell
9,525
-2,200
-19% -$112K 0.07% 129
2018
Q4 		$530K Sell
11,725
-474
-4% -$22.7K 0.08% 131
2018
Q3 		$629K Sell
12,199
-1,306
-10% -$63.4K 0.08% 128
2018
Q2 		$595K Sell
13,505
-2,069
-13% -$95.3K 0.08% 127
2018
Q1 		$713K Sell
15,574
-1,825
-10% -$90.7K 0.1% 115
2017
Q4 		$822K Sell
17,399
-6,730
-28% -$330K 0.11% 111
2017
Q3 		$1.17M Sell
24,129
-28,510
-54% -$1.42M 0.17% 91
2017
Q2 		$2.64M Sell
52,639
-127,311
-71% -$5.8M 0.4% 69
2017
Q1 		$8.03M Sell
179,950
-375
-0.2% -$15.6K 1.23% 31
2016
Q4 		$6.93M Sell
180,325
-860
-0.5% -$33.6K 1.12% 36
2016
Q3 		$7.12M Buy
181,185
+2,225
+1% +$90.7K 1.2% 33
2016
Q2 		$7.33M Buy
178,960
+2,095
+1% +$83.7K 1.27% 26
2016
Q1 		$7.24M Buy
176,865
+1,204
+0.7% +$44.6K 1.3% 27
2015
Q4 		$6.42M Sell
175,661
-1,920
-1% -$73.3K 1.14% 31
2015
Q3 		$6.41M Sell
177,581
-371
-0.2% -$14.3K 1.16% 28
2015
Q2 		$7.17M Buy
177,952
+242
+0.1% +$10.5K 1.18% 26
2015
Q1 		$7.67M Sell
177,710
-671
-0.4% -$29.1K 1.24% 22
2014
Q4 		$8.02M Sell
178,381
-809
-0.5% -$32.9K 1.32% 21
2014
Q3 		$6.86M Sell
179,190
-4,416
-2% -$179K 1.16% 25
2014
Q2 		$7.44M Sell
183,606
-3,532
-2% -$145K 1.22% 23
2014
Q1 		$7.66M Sell
187,138
-882
-0.5% -$33.6K 1.29% 21
2013
Q4 		$7.19M Sell
188,020
-300
-0.2% -$10.3K 1.23% 23
2013
Q3 		$6.25M Buy
188,320
+2,783
+1% +$90.3K 1.22% 22
2013
Q2 		$5.7M Buy
+185,537
New +$6.16M 1.17% 24

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

TCV Trust & Wealth Management's ORCL Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Oracle (ORCL) stake by 0.53% in Q2 2026, selling an estimated $23.4K and leaving 24,113 shares worth $3.53M. The position accounts for 0.27% of the portfolio, ranked #68.

TCV Trust & Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.75M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • TCV Trust & Wealth Management held 24,113 shares of Oracle worth $3.53M as of Q2 2026.
  • TCV Trust & Wealth Management sold 129 Oracle shares in Q2 2026, an estimated $23.4K.
  • Oracle made up 0.27% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #68 holding.
  • TCV Trust & Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Oracle position peaked at $8.75M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.