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Whitney & Co’s Oracle ORCL Stock Holding History

Whitney & Co’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 		$1.97M Sell
13,422
-16
-0.1% -$2.9K 0.14% 84
2026
Q1 		$1.98M Sell
13,438
-1,200
-8% -$195K 0.16% 78
2025
Q4 		$2.85M Buy
14,638
+3,344
+30% +$796K 0.23% 71
2025
Q3 		$3.18M Sell
11,294
-360
-3% -$91.7K 0.29% 62
2025
Q2 		$2.55M Sell
11,654
-100
-0.9% -$16.1K 0.25% 61
2025
Q1 		$1.64M Sell
11,754
-300
-2% -$48.8K 0.17% 65
2024
Q4 		$2.01M Sell
12,054
-96
-0.8% -$17.1K 0.21% 59
2024
Q3 		$2.07M Sell
12,150
-149
-1% -$21.6K 0.22% 58
2024
Q2 		$1.74M Sell
12,299
-260
-2% -$32.3K 0.2% 58
2024
Q1 		$1.58M Sell
12,559
-1,850
-13% -$212K 0.19% 60
2023
Q4 		$1.52M Sell
14,409
-95
-0.7% -$10.4K 0.2% 58
2023
Q3 		$1.54M Hold
14,504
– – 0.23% 56
2023
Q2 		$1.73M Hold
14,504
– – 0.25% 54
2023
Q1 		$1.35M Sell
14,504
-45
-0.3% -$3.95K 0.21% 60
2022
Q4 		$1.19M Sell
14,549
-700
-5% -$53.2K 0.22% 63
2022
Q3 		$931K Buy
15,249
+108
+0.7% +$7.91K 0.18% 67
2022
Q2 		$1.06M Hold
15,141
– – 0.19% 66
2022
Q1 		$1.25M Buy
15,141
+450
+3% +$36.4K 0.19% 66
2021
Q4 		$1.28M Hold
14,691
– – 0.19% 67
2021
Q3 		$1.28M Hold
14,691
– – 0.2% 63
2021
Q2 		$1.14M Sell
14,691
-200
-1% -$15.7K 0.18% 62
2021
Q1 		$1.04M Sell
14,891
-150
-1% -$9.71K 0.18% 62
2020
Q4 		$930K Sell
15,041
-356
-2% -$21.2K 0.15% 72
2020
Q3 		$919K Buy
15,397
+45
+0.3% +$2.56K 0.17% 66
2020
Q2 		$848K Sell
15,352
-779
-5% -$41.3K 0.17% 63
2020
Q1 		$780K Sell
16,131
-619
-4% -$31.9K 0.19% 61
2019
Q4 		$887K Sell
16,750
-281
-2% -$15.5K 0.18% 68
2019
Q3 		$944K Buy
17,031
+11
+0.1% +$608 0.2% 67
2019
Q2 		$970K Hold
17,020
– – 0.22% 68
2019
Q1 		$942K Buy
17,020
+51
+0.3% +$2.6K 0.21% 65
2018
Q4 		$866K Sell
16,969
-275
-2% -$13.2K 0.22% 72
2018
Q3 		$870K Buy
17,244
+1,660
+11% +$80.6K 0.21% 74
2018
Q2 		$687K Sell
15,584
-900
-5% -$41.5K 0.18% 77
2018
Q1 		$754K Sell
16,484
-300
-2% -$14.9K 0.22% 77
2017
Q4 		$794K Buy
16,784
+429
+3% +$21K 0.23% 78
2017
Q3 		$820K Hold
16,355
– – 0.28% 77
2017
Q2 		$820K Buy
16,355
+155
+1% +$7.06K 0.27% 79
2017
Q1 		$723K Sell
16,200
-1,100
-6% -$45.8K 0.26% 72
2016
Q4 		$665K Buy
17,300
+600
+4% +$23.5K 0.25% 74
2016
Q3 		$656K Sell
16,700
-716
-4% -$29.2K 0.26% 75
2016
Q2 		$713K Buy
17,416
+2,186
+14% +$87.3K 0.29% 75
2016
Q1 		$623K Sell
15,230
-150
-1% -$5.55K 0.27% 77
2015
Q4 		$562K Sell
15,380
-2,750
-15% -$105K 0.25% 79
2015
Q3 		$655K Hold
18,130
– – 0.3% 77
2015
Q2 		$731K Hold
18,130
– – 0.32% 76
2015
Q1 		$782K Buy
18,130
+500
+3% +$21.7K 0.35% 73
2014
Q4 		$793K Sell
17,630
-870
-5% -$35.4K 0.36% 71
2014
Q3 		$708K Sell
18,500
-515
-3% -$20.9K 0.33% 72
2014
Q2 		$771K Sell
19,015
-500
-3% -$20.6K 0.36% 71
2014
Q1 		$798K Hold
19,515
– – 0.4% 68
2013
Q4 		$747K Buy
19,515
+500
+3% +$17.2K 0.41% 65
2013
Q3 		$631K Buy
19,015
+800
+4% +$26K 0.44% 63
2013
Q2 		$559K Buy
+18,215
New +$604K 0.41% 67

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Whitney & Co's ORCL Position: Q2 2026 in Review

Whitney & Co reduced its Oracle (ORCL) stake by 0.12% in Q2 2026, selling an estimated $2.9K and leaving 13,422 shares worth $1.97M. The position accounts for 0.14% of the portfolio, ranked #84.

Whitney & Co first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.18M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Whitney & Co held 13,422 shares of Oracle worth $1.97M as of Q2 2026.
  • Whitney & Co sold 16 Oracle shares in Q2 2026, an estimated $2.9K.
  • Oracle made up 0.14% of Whitney & Co's portfolio in Q2 2026, its #84 holding.
  • Whitney & Co first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Whitney & Co's Oracle position peaked at $3.18M in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.