Triumph Capital Management’s Oracle ORCL Stock Holding History

Triumph Capital 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	$1.44M	Sell	9,840 -1,425	-13%	-$258K	0.26%	90
2026 Q1	$1.66M	Buy	11,265 +3,390	+43%	+$551K	0.34%	62
2025 Q4	$1.53M	Buy	7,875 +3,167	+67%	+$754K	0.33%	63
2025 Q3	$1.32M	Buy	4,708 +2,712	+136%	+$691K	0.36%	69
2025 Q2	$436K	Sell	1,996 -490	-20%	-$79.1K	0.13%	180
2025 Q1	$348K	Buy	2,486 +105	+4%	+$17.1K	0.12%	192
2024 Q4	$397K	Buy	2,381 +491	+26%	+$87.2K	0.14%	185
2024 Q3	$322K	Buy	1,890 +200	+12%	+$29K	0.11%	195
2024 Q2	$239K	Buy	1,690 +13	+0.8%	+$1.61K	0.09%	201
2024 Q1	$210K	Buy	+1,677	New	+$192K	0.09%	210
2023 Q4	–	Sell	-10,266	Closed	-$1.09M	–	247
2023 Q3	$1.09M	Buy	+10,266	New	+$1.19M	0.49%	49
2023 Q2	–	Sell	-4,123	Closed	-$383K	–	243
2023 Q1	$383K	Buy	+4,123	New	+$362K	0.2%	103

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Triumph Capital Management's ORCL Position: Q2 2026 in Review

Triumph Capital Management reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $258K and leaving 9,840 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #90.

Triumph Capital Management first reported a position in ORCL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q1 2026. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Triumph Capital Management held 9,840 shares of Oracle worth $1.44M as of Q2 2026.
Triumph Capital Management sold 1,425 Oracle shares in Q2 2026, an estimated $258K.
Oracle made up 0.26% of Triumph Capital Management's portfolio in Q2 2026, its #90 holding.
Triumph Capital Management first reported a position in Oracle in Q1 2023 and has held it in 12 quarters since.
Triumph Capital Management's Oracle position peaked at $1.66M in Q1 2026.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.