Thomas Russo’s Oracle ORCL Stock Holding History

Thomas Russo’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	$398K	Sell	2,715 -885	-25%	-$160K	﹤0.01%	76
2026 Q1	$530K	Buy	3,600 +125	+4%	+$20.3K	0.01%	72
2025 Q4	$677K	Hold	3,475	–	–	0.01%	72
2025 Q3	$977K	Hold	3,475	–	–	0.01%	61
2025 Q2	$760K	Hold	3,475	–	–	0.01%	70
2025 Q1	$486K	Hold	3,475	–	–	0.01%	73
2024 Q4	$579K	Hold	3,475	–	–	0.01%	55
2024 Q3	$592K	Hold	3,475	–	–	0.01%	57
2024 Q2	$491K	Hold	3,475	–	–	0.01%	60
2024 Q1	$436K	Sell	3,475 -22	-0.6%	-$2.52K	﹤0.01%	66
2023 Q4	$369K	Sell	3,497 -121	-3%	-$13.2K	﹤0.01%	70
2023 Q3	$383K	Buy	3,618 +13	+0.4%	+$1.5K	﹤0.01%	67
2023 Q2	$429K	Sell	3,605 -395	-10%	-$40.8K	﹤0.01%	67
2023 Q1	$372K	Hold	4,000	–	–	﹤0.01%	74
2022 Q4	$327K	Hold	4,000	–	–	﹤0.01%	74
2022 Q3	$244K	Hold	4,000	–	–	﹤0.01%	78
2022 Q2	$279K	Hold	4,000	–	–	﹤0.01%	79
2022 Q1	$331K	Hold	4,000	–	–	﹤0.01%	76
2021 Q4	$349K	Hold	4,000	–	–	﹤0.01%	76
2021 Q3	$349K	Hold	4,000	–	–	﹤0.01%	79
2021 Q2	$311K	Hold	4,000	–	–	﹤0.01%	79
2021 Q1	$281K	Hold	4,000	–	–	﹤0.01%	79
2020 Q4	$259K	Hold	4,000	–	–	﹤0.01%	82
2020 Q3	$239K	Hold	4,000	–	–	﹤0.01%	79
2020 Q2	$221K	Buy	+4,000	New	+$212K	﹤0.01%	81
2020 Q1	–	Sell	-4,000	Closed	-$212K	–	87
2019 Q4	$212K	Hold	4,000	–	–	﹤0.01%	85
2019 Q3	$220K	Hold	4,000	–	–	﹤0.01%	89
2019 Q2	$228K	Hold	4,000	–	–	﹤0.01%	87
2019 Q1	$215K	Buy	+4,000	New	+$204K	﹤0.01%	85
2018 Q4	–	Sell	-4,000	Closed	-$206K	–	93
2018 Q3	$206K	Buy	+4,000	New	+$194K	﹤0.01%	89
2018 Q1	–	Sell	-4,300	Closed	-$203K	–	147
2017 Q4	$203K	Hold	4,300	–	–	﹤0.01%	98
2017 Q3	$208K	Hold	4,300	–	–	﹤0.01%	95
2017 Q2	$216K	Buy	+4,300	New	+$196K	﹤0.01%	92
2016 Q3	–	Sell	-5,000	Closed	-$205K	–	104
2016 Q2	$205K	Hold	5,000	–	–	﹤0.01%	97
2016 Q1	$205K	Buy	+5,000	New	+$185K	﹤0.01%	99
2015 Q3	–	Sell	-7,500	Closed	-$302K	–	107
2015 Q2	$302K	Sell	7,500 -2,500	-25%	-$108K	﹤0.01%	87
2015 Q1	$432K	Hold	10,000	–	–	﹤0.01%	83
2014 Q4	$450K	Hold	10,000	–	–	﹤0.01%	82
2014 Q3	$383K	Hold	10,000	–	–	﹤0.01%	85
2014 Q2	$405K	Hold	10,000	–	–	﹤0.01%	89
2014 Q1	$409K	Sell	10,000 -2,500	-20%	-$95.2K	﹤0.01%	91
2013 Q4	$478K	Hold	12,500	–	–	﹤0.01%	89
2013 Q3	$415K	Sell	12,500 -625	-5%	-$20.3K	﹤0.01%	91
2013 Q2	$403K	Buy	+13,125	New	+$435K	﹤0.01%	93

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thomas Russo's ORCL Position: Q2 2026 in Review

Thomas Russo reduced its Oracle (ORCL) stake by 25% in Q2 2026, selling an estimated $160K and leaving 2,715 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #76.

Thomas Russo first reported a position in ORCL in Q2 2013 and has held it in 44 quarters since. The position peaked at $977K in Q3 2025. 3,504 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Thomas Russo held 2,715 shares of Oracle worth $398K as of Q2 2026.
Thomas Russo sold 885 Oracle shares in Q2 2026, an estimated $160K.
Oracle made up ﹤0.01% of Thomas Russo's portfolio in Q2 2026, its #76 holding.
Thomas Russo first reported a position in Oracle in Q2 2013 and has held it in 44 quarters since.
Thomas Russo's Oracle position peaked at $977K in Q3 2025.
3,504 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gardner Russo & Quinn's 13F filing for Q2 2026, filed 13 Aug 2026.