Union Savings Bank’s Oracle ORCL Stock Holding History

Union Savings Bank’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	$970K	Buy	6,620 +23	+0.3%	+$4.17K	0.39%	47
2026 Q1	$970K	Buy	6,597 +397	+6%	+$64.5K	0.43%	46
2025 Q4	$1.21M	Buy	+6,200	New	+$1.48M	0.52%	34
2025 Q2	$1.81M	Buy	7,114 +10	+0.1%	+$1.61K	0.83%	23
2025 Q1	$993K	Sell	7,104 -31	-0.4%	-$5.05K	0.49%	41
2024 Q4	$1.19M	Sell	7,135 -508	-7%	-$90.2K	0.58%	36
2024 Q3	$1.3M	Buy	7,643 +15	+0.2%	+$2.17K	0.64%	33
2024 Q2	$1.08M	Sell	7,628 -509	-6%	-$63.2K	0.57%	37
2024 Q1	$1.02M	Sell	8,137 -65	-0.8%	-$7.44K	0.53%	43
2023 Q4	$865K	Sell	8,202 -1,681	-17%	-$183K	0.49%	52
2023 Q3	$1.05M	Hold	9,883	–	–	0.65%	35
2023 Q2	$1.16M	Buy	+9,883	New	+$1.02M	0.69%	33

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

Union Savings Bank's ORCL Position: Q2 2026 in Review

Union Savings Bank increased its Oracle (ORCL) stake by 0.35% in Q2 2026, buying an estimated $4.17K and bringing the position to 6,620 shares worth $970K. The position accounts for 0.39% of the portfolio, ranked #47.

Union Savings Bank first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2025. 1,664 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Union Savings Bank held 6,620 shares of Oracle worth $970K as of Q2 2026.
Union Savings Bank bought 23 Oracle shares in Q2 2026, an estimated $4.17K.
Oracle made up 0.39% of Union Savings Bank's portfolio in Q2 2026, its #47 holding.
Union Savings Bank first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Oracle position peaked at $1.81M in Q2 2025.
1,664 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.