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Warburton Capital Management’s Oracle ORCL Stock Holding History

Warburton 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 		$207K Buy
+1,417
New +$257K 0.08% 71
2026
Q1 		– Sell
-1,121
Closed -$218K – 70
2025
Q4 		$218K Sell
1,121
-190
-14% -$45.2K 0.12% 55
2025
Q3 		$378K Buy
1,311
+85
+7% +$21.6K 0.23% 32
2025
Q2 		$306K Buy
+1,226
New +$198K 0.18% 37

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Warburton Capital Management opened a new position in Oracle (ORCL) in Q2 2026: 1,417 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Warburton Capital Management previously reported a position in ORCL as recently as Q4 2025.

Warburton Capital Management first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $378K in Q3 2025. 2,025 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Warburton Capital Management held 1,417 shares of Oracle worth $207K as of Q2 2026.
  • Oracle was a new Warburton Capital Management position in Q2 2026.
  • Oracle made up 0.08% of Warburton Capital Management's portfolio in Q2 2026, its #71 holding.
  • Warburton Capital Management first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Warburton Capital Management's Oracle position peaked at $378K in Q3 2025.
  • 2,025 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.