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Woodmont Investment Counsel’s Oracle ORCL Stock Holding History

Woodmont Investment Counsel’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 		$1.44M Buy
9,857
+13
+0.1% +$2.36K 0.08% 118
2026
Q1 		$1.45M Sell
9,844
-209
-2% -$34K 0.09% 114
2025
Q4 		$1.96M Sell
10,053
-1,130
-10% -$269K 0.12% 103
2025
Q3 		$3.15M Sell
11,183
-87
-0.8% -$22.2K 0.21% 79
2025
Q2 		$2.46M Buy
11,270
+81
+0.7% +$13.1K 0.16% 93
2025
Q1 		$1.56M Buy
11,189
+65
+0.6% +$10.6K 0.11% 118
2024
Q4 		$1.85M Buy
11,124
+185
+2% +$32.9K 0.14% 103
2024
Q3 		$1.86M Sell
10,939
-7
-0.1% -$1.01K 0.14% 104
2024
Q2 		$1.55M Buy
10,946
+627
+6% +$77.9K 0.13% 106
2024
Q1 		$1.3M Hold
10,319
– – 0.11% 120
2023
Q4 		$1.09M Sell
10,319
-392
-4% -$42.8K 0.1% 125
2023
Q3 		$1.13M Sell
10,711
-1,060
-9% -$123K 0.12% 119
2023
Q2 		$1.4M Sell
11,771
-334
-3% -$34.5K 0.15% 114
2023
Q1 		$1.12M Sell
12,105
-181
-1% -$15.9K 0.12% 122
2022
Q4 		$1M Hold
12,286
– – 0.11% 128
2022
Q3 		$750K Sell
12,286
-300
-2% -$22K 0.09% 141
2022
Q2 		$879K Hold
12,586
– – 0.11% 137
2022
Q1 		$1.04M Sell
12,586
-1
-0% -$81 0.12% 126
2021
Q4 		$1.1M Sell
12,587
-2,450
-16% -$230K 0.14% 111
2021
Q3 		$1.31M Hold
15,037
– – 0.19% 95
2021
Q2 		$1.17M Sell
15,037
-425
-3% -$33.3K 0.18% 97
2021
Q1 		$1.08M Sell
15,462
-34
-0.2% -$2.2K 0.18% 94
2020
Q4 		$1M Sell
15,496
-60
-0.4% -$3.57K 0.19% 92
2020
Q3 		$929K Hold
15,556
– – 0.2% 89
2020
Q2 		$860K Sell
15,556
-1,037
-6% -$54.9K 0.21% 94
2020
Q1 		$802K Sell
16,593
-1,193
-7% -$61.6K 0.22% 91
2019
Q4 		$942K Sell
17,786
-54
-0.3% -$2.97K 0.21% 95
2019
Q3 		$982K Sell
17,840
-4,797
-21% -$265K 0.24% 96
2019
Q2 		$1.29M Buy
22,637
+1,083
+5% +$58.6K 0.32% 80
2019
Q1 		$1.16M Sell
21,554
-1,426
-6% -$72.7K 0.3% 80
2018
Q4 		$1.04M Buy
22,980
+123
+0.5% +$5.89K 0.29% 83
2018
Q3 		$1.18M Sell
22,857
-1,419
-6% -$68.9K 0.32% 78
2018
Q2 		$1.07M Buy
24,276
+1,253
+5% +$57.7K 0.3% 83
2018
Q1 		$1.05M Buy
23,023
+723
+3% +$35.9K 0.29% 83
2017
Q4 		$1.05M Buy
22,300
+851
+4% +$41.7K 0.27% 92
2017
Q3 		$1.04M Buy
21,449
+200
+0.9% +$9.95K 0.28% 88
2017
Q2 		$1.06M Sell
21,249
-4,825
-19% -$220K 0.3% 89
2017
Q1 		$1M Hold
26,074
– – 0.29% 92
2016
Q4 		$1M Buy
26,074
+7,748
+42% +$303K 0.29% 93
2016
Q3 		$720K Hold
18,326
– – 0.21% 114
2016
Q2 		$750K Sell
18,326
-189
-1% -$7.55K 0.22% 105
2016
Q1 		$757K Hold
18,515
– – 0.23% 101
2015
Q4 		$676K Sell
18,515
-500
-3% -$19.1K 0.2% 116
2015
Q3 		$687K Sell
19,015
-1,100
-5% -$42.3K 0.21% 112
2015
Q2 		$811K Sell
20,115
-1,750
-8% -$75.9K 0.23% 103
2015
Q1 		$943K Sell
21,865
-1,700
-7% -$73.7K 0.29% 91
2014
Q4 		$1.06M Sell
23,565
-525
-2% -$21.4K 0.33% 95
2014
Q3 		$922K Buy
24,090
+2,005
+9% +$81.2K 0.26% 112
2014
Q2 		$895K Sell
22,085
-873
-4% -$35.9K 0.25% 116
2014
Q1 		$939K Sell
22,958
-1,075
-4% -$40.9K 0.27% 110
2013
Q4 		$920K Sell
24,033
-2,575
-10% -$88.5K 0.28% 110
2013
Q3 		$883K Sell
26,608
-2,151
-7% -$69.8K 0.32% 89
2013
Q2 		$883K Buy
+28,759
New +$954K 0.29% 99

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

Woodmont Investment Counsel's ORCL Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Oracle (ORCL) stake by 0.13% in Q2 2026, buying an estimated $2.36K and bringing the position to 9,857 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #118.

Woodmont Investment Counsel first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.15M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Woodmont Investment Counsel held 9,857 shares of Oracle worth $1.44M as of Q2 2026.
  • Woodmont Investment Counsel bought 13 Oracle shares in Q2 2026, an estimated $2.36K.
  • Oracle made up 0.08% of Woodmont Investment Counsel's portfolio in Q2 2026, its #118 holding.
  • Woodmont Investment Counsel first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Woodmont Investment Counsel's Oracle position peaked at $3.15M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.