Winthrop Capital Management’s Oracle ORCL Stock Holding History

Winthrop 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 Q3	$1.46M	Buy	10,612 +7	+0.1%	+$988	0.36%	54
2026 Q2	$1.55M	Buy	10,605 +22	+0.2%	+$3.99K	0.38%	54
2026 Q1	$1.56M	Buy	10,583 +441	+4%	+$71.7K	0.4%	51
2025 Q4	$1.98M	Sell	10,142 -319	-3%	-$76K	0.46%	44
2025 Q3	$2.94M	Buy	10,461 +162	+2%	+$41.3K	0.71%	36
2025 Q2	$2.25M	Buy	10,299 +6	+0.1%	+$969	0.57%	40
2025 Q1	$1.44M	Sell	10,293 -330	-3%	-$53.7K	0.4%	51
2024 Q4	$1.77M	Buy	10,623 +1,325	+14%	+$235K	0.47%	45
2024 Q3	$1.58M	Sell	9,298 -893	-9%	-$129K	0.75%	25
2024 Q2	$1.44M	Buy	10,191 +100	+1%	+$12.4K	0.72%	25
2024 Q1	$1.27M	Sell	10,091 -306	-3%	-$35K	0.58%	32
2023 Q4	$1.1M	Buy	+10,397	New	+$1.13M	0.36%	55

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Winthrop Capital Management's ORCL Position: Q3 2026 in Review

Winthrop Capital Management increased its Oracle (ORCL) stake by 0.07% in Q3 2026, buying an estimated $988 and bringing the position to 10,612 shares worth $1.46M. The position accounts for 0.36% of the portfolio, ranked #54.

Winthrop Capital Management first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.94M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Winthrop Capital Management held 10,612 shares of Oracle worth $1.46M as of Q3 2026.
Winthrop Capital Management bought 7 Oracle shares in Q3 2026, an estimated $988.
Oracle made up 0.36% of Winthrop Capital Management's portfolio in Q3 2026, its #54 holding.
Winthrop Capital Management first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
Winthrop Capital Management's Oracle position peaked at $2.94M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.