Whitener Capital Management’s Oracle ORCL Stock Holding History

Whitener 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	$755K	Buy	5,149 +119	+2%	+$21.6K	0.16%	104
2026 Q1	$740K	Buy	5,030 +906	+22%	+$147K	0.17%	94
2025 Q4	$804K	Sell	4,124 -794	-16%	-$189K	0.18%	90
2025 Q3	$1.38M	Buy	4,918 +44	+0.9%	+$11.2K	0.33%	62
2025 Q2	$1.07M	Buy	4,874 +6	+0.1%	+$969	0.28%	74
2025 Q1	$681K	Buy	4,868 +85	+2%	+$13.8K	0.19%	88
2024 Q4	$797K	Hold	4,783	–	–	0.22%	78
2024 Q3	$815K	Sell	4,783 -55	-1%	-$7.97K	0.23%	79
2024 Q2	$683K	Hold	4,838	–	–	0.21%	83
2024 Q1	$608K	Buy	4,838 +55	+1%	+$6.29K	0.2%	90
2023 Q4	$504K	Hold	4,783	–	–	0.18%	94
2023 Q3	$507K	Sell	4,783 -187	-4%	-$21.6K	0.2%	85
2023 Q2	$592K	Hold	4,970	–	–	0.23%	80
2023 Q1	$462K	Hold	4,970	–	–	0.19%	88
2022 Q4	$406K	Hold	4,970	–	–	0.18%	90
2022 Q3	$303K	Buy	4,970 +70	+1%	+$5.13K	0.14%	103
2022 Q2	$342K	Hold	4,900	–	–	0.15%	99
2022 Q1	$405K	Buy	4,900 +70	+1%	+$5.67K	0.15%	104
2021 Q4	$421K	Buy	4,830 +200	+4%	+$18.8K	0.15%	103
2021 Q3	$299K	Sell	4,630 -100	-2%	-$8.83K	0.14%	107
2021 Q2	$368K	Hold	4,730	–	–	0.15%	103
2021 Q1	$331K	Buy	4,730 +100	+2%	+$6.47K	0.14%	106
2020 Q4	$299K	Hold	4,630	–	–	0.14%	108
2020 Q3	$276K	Sell	4,630 -15	-0.3%	-$852	0.13%	103
2020 Q2	$256K	Hold	4,645	–	–	0.13%	109
2020 Q1	$224K	Sell	4,645 -200	-4%	-$10.3K	0.14%	106
2019 Q4	$256K	Hold	4,845	–	–	0.13%	118
2019 Q3	$266K	Hold	4,845	–	–	0.15%	109
2019 Q2	$276K	Sell	4,845 -200	-4%	-$10.8K	0.16%	106
2019 Q1	$270K	Sell	5,045 -300	-6%	-$15.3K	0.18%	100
2018 Q4	$241K	Buy	5,345 +1,900	+55%	+$91.1K	0.18%	105
2018 Q3	$177K	Buy	+3,445	New	+$167K	0.12%	132
2018 Q2	–	Sell	-4,045	Closed	-$185K	–	305
2018 Q1	$185K	Buy	4,045 +380	+10%	+$18.9K	0.14%	122
2017 Q4	$173K	Buy	+3,665	New	+$180K	0.15%	119

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Whitener Capital Management increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,149 shares worth $755K. The position accounts for 0.16% of the portfolio, ranked #104.

Whitener Capital Management first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.38M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Whitener Capital Management held 5,149 shares of Oracle worth $755K as of Q2 2026.
Whitener Capital Management bought 119 Oracle shares in Q2 2026, an estimated $21.6K.
Oracle made up 0.16% of Whitener Capital Management's portfolio in Q2 2026, its #104 holding.
Whitener Capital Management first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
Whitener Capital Management's Oracle position peaked at $1.38M in Q3 2025.
1,029 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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