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Windsor Capital Management’s Oracle ORCL Stock Holding History

Windsor 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 		$512K Buy
3,491
+3
+0.1% +$544 0.13% 89
2026
Q1 		$513K Buy
3,488
+3
+0.1% +$488 0.14% 84
2025
Q4 		$679K Sell
3,485
-473
-12% -$113K 0.19% 70
2025
Q3 		$1.11M Buy
3,958
+493
+14% +$126K 0.31% 51
2025
Q2 		$758K Buy
3,465
+4
+0.1% +$646 0.22% 65
2025
Q1 		$484K Buy
3,461
+3
+0.1% +$488 0.15% 85
2024
Q4 		$576K Buy
3,458
+2
+0.1% +$355 0.17% 76
2024
Q3 		$589K Buy
3,456
+3
+0.1% +$435 0.17% 76
2024
Q2 		$488K Buy
3,453
+4
+0.1% +$497 0.15% 83
2024
Q1 		$433K Buy
3,449
+3
+0.1% +$343 0.13% 86
2023
Q4 		$363K Buy
3,446
+5
+0.1% +$546 0.12% 88
2023
Q3 		$365K Buy
3,441
+3
+0.1% +$347 0.13% 85
2023
Q2 		$409K Buy
3,438
+5
+0.1% +$517 0.14% 80
2023
Q1 		$319K Buy
3,433
+4
+0.1% +$351 0.11% 91
2022
Q4 		$280K Buy
3,429
+5
+0.1% +$380 0.1% 93
2022
Q3 		$209K Buy
3,424
+4
+0.1% +$293 0.08% 107
2022
Q2 		$238K Buy
3,420
+4
+0.1% +$293 0.08% 107
2022
Q1 		$282K Buy
3,416
+4
+0.1% +$324 0.09% 104
2021
Q4 		$297K Buy
3,412
+4
+0.1% +$376 0.09% 101
2021
Q3 		$297K Buy
3,408
+3
+0.1% +$265 0.1% 98
2021
Q2 		$265K Buy
3,405
+5
+0.1% +$391 0.09% 101
2021
Q1 		$238K Buy
3,400
+4
+0.1% +$259 0.08% 106
2020
Q4 		$219K Buy
+3,396
New +$202K 0.08% 111
2020
Q3 		– Sell
-4,788
Closed -$264K – 113
2020
Q2 		$264K Buy
4,788
+5
+0.1% +$265 0.11% 101
2020
Q1 		$231K Buy
+4,783
New +$247K 0.12% 105
2015
Q4 		– Sell
-770
Closed -$27K – 325
2015
Q3 		$27K Buy
+770
New +$29.6K 0.02% 225
2014
Q1 		– Sell
-918
Closed -$35K – 226
2013
Q4 		$35K Buy
918
+148
+19% +$5.09K 0.02% 202
2013
Q3 		$26K Hold
770
– – 0.02% 245
2013
Q2 		$24K Buy
+770
New +$25.5K 0.01% 249

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

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

Windsor Capital Management increased its Oracle (ORCL) stake by 0.09% in Q2 2026, buying an estimated $544 and bringing the position to 3,491 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #89.

Windsor Capital Management first reported a position in ORCL in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.11M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Windsor Capital Management held 3,491 shares of Oracle worth $512K as of Q2 2026.
  • Windsor Capital Management bought 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.13% of Windsor Capital Management's portfolio in Q2 2026, its #89 holding.
  • Windsor Capital Management first reported a position in Oracle in Q2 2013 and has held it in 29 quarters since.
  • Windsor Capital Management's Oracle position peaked at $1.11M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.