WG
ORCL icon

Welch Group’s Oracle ORCL Stock Holding History

Welch Group’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 		$11.6M Buy
79,270
+4,653
+6% +$843K 0.4% 49
2026
Q1 		$11M Buy
74,617
+6,331
+9% +$1.03M 0.41% 45
2025
Q4 		$13.3M Buy
68,286
+875
+1% +$208K 0.51% 41
2025
Q3 		$19M Buy
67,411
+1,526
+2% +$389K 0.74% 34
2025
Q2 		$14.4M Buy
65,885
+2,778
+4% +$449K 0.6% 35
2025
Q1 		$8.89M Buy
63,107
+944
+2% +$154K 0.39% 41
2024
Q4 		$10.4M Buy
62,163
+223
+0.4% +$39.6K 0.47% 40
2024
Q3 		$10.6M Buy
61,940
+2,814
+5% +$408K 0.46% 35
2024
Q2 		$8.35M Buy
59,126
+814
+1% +$101K 0.4% 39
2024
Q1 		$7.32M Buy
58,312
+2,474
+4% +$283K 0.36% 39
2023
Q4 		$5.89M Buy
55,838
+1,212
+2% +$132K 0.32% 44
2023
Q3 		$5.79M Buy
54,626
+50
+0.1% +$5.79K 0.34% 41
2023
Q2 		$6.5M Buy
54,576
+484
+0.9% +$50K 0.37% 39
2023
Q1 		$5.03M Buy
54,092
+2,933
+6% +$257K 0.29% 46
2022
Q4 		$4.18M Buy
51,159
+1,755
+4% +$133K 0.24% 47
2022
Q3 		$3.02M Buy
49,404
+1,821
+4% +$133K 0.2% 55
2022
Q2 		$3.33M Buy
47,583
+2,521
+6% +$185K 0.2% 50
2022
Q1 		$3.73M Buy
45,062
+6,254
+16% +$506K 0.21% 52
2021
Q4 		$3.38M Buy
38,808
+1,791
+5% +$168K 0.2% 57
2021
Q3 		$3.23M Buy
37,017
+4,518
+14% +$399K 0.22% 54
2021
Q2 		$2.53M Buy
32,499
+4,055
+14% +$317K 0.17% 57
2021
Q1 		$2M Buy
28,444
+10,913
+62% +$707K 0.14% 60
2020
Q4 		$1.13M Buy
17,531
+2,722
+18% +$162K 0.09% 69
2020
Q3 		$884K Buy
14,809
+3,720
+34% +$211K 0.08% 68
2020
Q2 		$613K Buy
11,089
+916
+9% +$48.5K 0.06% 74
2020
Q1 		$492K Buy
10,173
+3,539
+53% +$183K 0.05% 80
2019
Q4 		$351K Sell
6,634
-169
-2% -$9.3K 0.03% 91
2019
Q3 		$374K Buy
6,803
+36
+0.5% +$1.99K 0.04% 85
2019
Q2 		$386K Buy
6,767
+47
+0.7% +$2.54K 0.04% 81
2019
Q1 		$361K Buy
6,720
+183
+3% +$9.32K 0.04% 86
2018
Q4 		$295K Buy
6,537
+1,255
+24% +$60.1K 0.04% 90
2018
Q3 		$272 Buy
5,282
+901
+21% +$43.8K 0.03% 106
2018
Q2 		$193K Buy
4,381
+338
+8% +$15.6K 0.02% 111
2018
Q1 		$185K Sell
4,043
-430
-10% -$21.4K 0.02% 110
2017
Q4 		$211K Buy
4,473
+810
+22% +$39.7K 0.03% 97
2017
Q3 		$177K Sell
3,663
-711
-16% -$35.4K 0.03% 98
2017
Q2 		$219K Buy
4,374
+560
+15% +$25.5K 0.04% 115
2017
Q1 		$170K Buy
3,814
+238
+7% +$9.91K 0.03% 89
2016
Q4 		$138K Sell
3,576
-2,206
-38% -$86.3K 0.03% 116
2016
Q3 		$227K Buy
5,782
+1,789
+45% +$72.9K 0.05% 84
2016
Q2 		$163K Sell
3,993
-1,407
-26% -$56.2K 0.03% 87
2016
Q1 		$221K Hold
5,400
– – 0.04% 100
2015
Q4 		$197K Buy
5,400
+47
+0.9% +$1.79K 0.04% 105
2015
Q3 		$193K Buy
5,353
+86
+2% +$3.31K 0.04% 99
2015
Q2 		$212K Buy
5,267
+500
+10% +$21.7K 0.04% 103
2015
Q1 		$206 Hold
4,767
– – 0.04% 108
2014
Q4 		$214K Sell
4,767
-509
-10% -$20.7K 0.04% 98
2014
Q3 		$202K Sell
5,276
-8
-0.2% -$324 0.04% 98
2014
Q2 		$214K Sell
5,284
-93
-2% -$3.83K 0.04% 98
2014
Q1 		$220K Hold
5,377
– – 0.05% 86
2013
Q4 		$206K Buy
5,377
+141
+3% +$4.85K 0.05% 94
2013
Q3 		$174K Sell
5,236
-95
-2% -$3.08K 0.04% 98
2013
Q2 		$164K Buy
+5,331
New +$177K 0.04% 98

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Welch Group's ORCL Position: Q2 2026 in Review

Welch Group increased its Oracle (ORCL) stake by 6.2% in Q2 2026, buying an estimated $843K and bringing the position to 79,270 shares worth $11.6M. The position accounts for 0.4% of the portfolio, ranked #49.

Welch Group first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $19M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Welch Group held 79,270 shares of Oracle worth $11.6M as of Q2 2026.
  • Welch Group bought 4,653 Oracle shares in Q2 2026, an estimated $843K.
  • Oracle made up 0.4% of Welch Group's portfolio in Q2 2026, its #49 holding.
  • Welch Group first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Oracle position peaked at $19M in Q3 2025.
  • 1,403 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.