Walker Asset Management’s Oracle ORCL Stock Holding History

Walker Asset 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	$818K	Sell	5,578 -11	-0.2%	-$1.99K	0.41%	51
2026 Q1	$822K	Buy	5,589 +15	+0.3%	+$2.44K	0.44%	45
2025 Q4	$1.09M	Buy	5,574 +86	+2%	+$20.5K	0.58%	32
2025 Q3	$1.54M	Buy	5,488 +47	+0.9%	+$12K	0.87%	20
2025 Q2	$1.19M	Buy	5,441 +17	+0.3%	+$2.75K	0.69%	28
2025 Q1	$758K	Buy	5,424 +4	+0.1%	+$651	0.46%	40
2024 Q4	$903K	Buy	5,420 +4	+0.1%	+$711	0.56%	30
2024 Q3	$923K	Buy	5,416 +5	+0.1%	+$724	0.57%	31
2024 Q2	$764K	Sell	5,411 -252	-4%	-$31.3K	0.51%	34
2024 Q1	$711K	Buy	5,663 +7	+0.1%	+$801	0.47%	40
2023 Q4	$596K	Buy	5,656 +7	+0.1%	+$764	0.43%	40
2023 Q3	$598K	Buy	5,649 +6	+0.1%	+$695	0.53%	38
2023 Q2	$672K	Buy	5,643 +7	+0.1%	+$724	0.56%	34
2023 Q1	$524K	Buy	5,636 +7	+0.1%	+$614	0.45%	43
2022 Q4	$460K	Buy	5,629 +7	+0.1%	+$532	0.4%	43
2022 Q3	$343K	Buy	5,622 +8	+0.1%	+$586	0.31%	48
2022 Q2	$392K	Buy	5,614 +7	+0.1%	+$512	0.35%	46
2022 Q1	$464K	Buy	5,607 +7	+0.1%	+$567	0.37%	43
2021 Q4	$488K	Buy	+5,600	New	+$526K	0.43%	34

Other funds holding ORCL

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Walker Asset Management's ORCL Position: Q2 2026 in Review

Walker Asset Management reduced its Oracle (ORCL) stake by 0.2% in Q2 2026, selling an estimated $1.99K and leaving 5,578 shares worth $818K. The position accounts for 0.41% of the portfolio, ranked #51.

Walker Asset Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Walker Asset Management held 5,578 shares of Oracle worth $818K as of Q2 2026.
Walker Asset Management sold 11 Oracle shares in Q2 2026, an estimated $1.99K.
Oracle made up 0.41% of Walker Asset Management's portfolio in Q2 2026, its #51 holding.
Walker Asset Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Walker Asset Management's Oracle position peaked at $1.54M in Q3 2025.
635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.