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Winthrop Advisory Group’s Oracle ORCL Stock Holding History

Winthrop Advisory 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 		$813K Buy
5,546
+397
+8% +$71.9K 0.05% 98
2026
Q1 		$757K Sell
5,149
-13
-0.3% -$2.11K 0.06% 88
2025
Q4 		$1.01M Buy
5,162
+95
+2% +$22.6K 0.09% 71
2025
Q3 		$1.43M Sell
5,067
-40
-0.8% -$10.2K 0.12% 59
2025
Q2 		$1.12M Sell
5,107
-354
-6% -$57.2K 0.11% 64
2025
Q1 		$764K Buy
5,461
+457
+9% +$74.4K 0.09% 68
2024
Q4 		$834K Buy
5,004
+32
+0.6% +$5.68K 0.1% 68
2024
Q3 		$847K Buy
4,972
+203
+4% +$29.4K 0.1% 64
2024
Q2 		$673K Buy
4,769
+376
+9% +$46.7K 0.09% 67
2024
Q1 		$552K Buy
4,393
+41
+0.9% +$4.69K 0.08% 73
2023
Q4 		$459K Buy
4,352
+405
+10% +$44.2K 0.07% 83
2023
Q3 		$418K Sell
3,947
-312
-7% -$36.1K 0.07% 82
2023
Q2 		$507K Buy
4,259
+133
+3% +$13.8K 0.08% 73
2023
Q1 		$383K Sell
4,126
-248
-6% -$21.7K 0.07% 84
2022
Q4 		$358K Sell
4,374
-27
-0.6% -$2.05K 0.07% 89
2022
Q3 		$269K Buy
4,401
+2
+0% +$146 0.06% 90
2022
Q2 		$307K Buy
4,399
+5
+0.1% +$366 0.07% 86
2022
Q1 		$363K Buy
4,394
+619
+16% +$50.1K 0.08% 87
2021
Q4 		$329K Sell
3,775
-763
-17% -$71.6K 0.07% 95
2021
Q3 		$395K Buy
4,538
+453
+11% +$40K 0.09% 76
2021
Q2 		$318K Sell
4,085
-22
-0.5% -$1.72K 0.07% 95
2021
Q1 		$288K Buy
4,107
+690
+20% +$44.7K 0.07% 99
2020
Q4 		$221K Sell
3,417
-122
-3% -$7.26K 0.06% 118
2020
Q3 		$213K Buy
+3,539
New +$201K 0.07% 109
2019
Q4 		– Sell
-3,734
Closed -$205K – 105
2019
Q3 		$205K Sell
3,734
-360
-9% -$19.9K 0.08% 90
2019
Q2 		$233K Buy
+4,094
New +$222K 0.1% 79

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winthrop Advisory Group's ORCL Position: Q2 2026 in Review

Winthrop Advisory Group increased its Oracle (ORCL) stake by 7.7% in Q2 2026, buying an estimated $71.9K and bringing the position to 5,546 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #98.

Winthrop Advisory Group first reported a position in ORCL in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Winthrop Advisory Group held 5,546 shares of Oracle worth $813K as of Q2 2026.
  • Winthrop Advisory Group bought 397 Oracle shares in Q2 2026, an estimated $71.9K.
  • Oracle made up 0.05% of Winthrop Advisory Group's portfolio in Q2 2026, its #98 holding.
  • Winthrop Advisory Group first reported a position in Oracle in Q2 2019 and has held it in 26 quarters since.
  • Winthrop Advisory Group's Oracle position peaked at $1.43M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.