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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Winthrop Capital Management increased its Oracle (ORCL) stake by 0.21% in Q2 2026, buying an estimated $3.99K and bringing the position to 10,605 shares worth $1.55M. The position accounts for 0.38% of the portfolio, ranked #54.

Winthrop Capital Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Winthrop Capital Management held 10,605 shares of Oracle worth $1.55M as of Q2 2026.
Winthrop Capital Management bought 22 Oracle shares in Q2 2026, an estimated $3.99K.
Oracle made up 0.38% of Winthrop Capital Management's portfolio in Q2 2026, its #54 holding.
Winthrop Capital Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's Oracle position peaked at $2.94M in Q3 2025.
3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.