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Timothy G. Youngquist 2020 Irrevocable Trust’s Oracle ORCL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-597
Closed -$87.8K – 373
2026
Q1 		$87.8K Buy
+597
New +$97K 0.04% 173

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's ORCL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Oracle (ORCL) in Q2 2026, closing a stake of 597 shares — an estimated $87.8K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ORCL in Q1 2026 and held it in 1 quarter. The position peaked at $87.8K in Q1 2026. 3,536 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 597 Oracle shares in Q2 2026, an estimated $87.8K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Oracle in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Oracle position peaked at $87.8K in Q1 2026.
  • 3,536 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.