Trust Company of the South’s Oracle ORCL Stock Holding History

Trust Company of the South’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	$840K	Sell	5,731 -479	-8%	-$86.8K	0.12%	64
2026 Q1	$914K	Buy	6,210 +3,926	+172%	+$638K	0.15%	58
2025 Q4	$445K	Sell	2,284 -404	-15%	-$96.2K	0.07%	86
2025 Q3	$756K	Buy	2,688 +340	+14%	+$86.6K	0.13%	60
2025 Q2	$513K	Buy	2,348 +234	+11%	+$37.8K	0.09%	72
2025 Q1	$296K	Sell	2,114 -622	-23%	-$101K	0.06%	101
2024 Q4	$456K	Buy	2,736 +622	+29%	+$110K	0.09%	76
2024 Q3	$360K	Hold	2,114	–	–	0.08%	92
2024 Q2	$298K	Hold	2,114	–	–	0.07%	92
2024 Q1	$266K	Sell	2,114 -1,198	-36%	-$137K	0.06%	98
2023 Q4	$349K	Buy	+3,312	New	+$361K	0.09%	75

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

Trust Company of the South's ORCL Position: Q2 2026 in Review

Trust Company of the South reduced its Oracle (ORCL) stake by 7.7% in Q2 2026, selling an estimated $86.8K and leaving 5,731 shares worth $840K. The position accounts for 0.12% of the portfolio, ranked #64.

Trust Company of the South first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $914K in Q1 2026. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Trust Company of the South held 5,731 shares of Oracle worth $840K as of Q2 2026.
Trust Company of the South sold 479 Oracle shares in Q2 2026, an estimated $86.8K.
Oracle made up 0.12% of Trust Company of the South's portfolio in Q2 2026, its #64 holding.
Trust Company of the South first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Trust Company of the South's Oracle position peaked at $914K in Q1 2026.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.