Woodward Diversified Capital’s Oracle ORCL Stock Holding History

Woodward Diversified Capital’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	$219K	Buy	+1,494	New	+$271K	0.1%	166
2026 Q1	–	Sell	-1,054	Closed	-$205K	–	194
2025 Q4	$205K	Sell	1,054 -302	-22%	-$71.9K	0.09%	172
2025 Q3	$381K	Sell	1,356 -15	-1%	-$3.82K	0.18%	124
2025 Q2	$300K	Buy	+1,371	New	+$221K	0.15%	133
2025 Q1	–	Sell	-2,120	Closed	-$353K	–	142
2024 Q4	$353K	Sell	2,120 -1,557	-42%	-$277K	0.26%	83
2024 Q3	$627K	Buy	3,677 +153	+4%	+$22.2K	0.4%	74
2024 Q2	$498K	Buy	3,524 +304	+9%	+$37.8K	0.29%	84
2024 Q1	$404K	Buy	3,220 +455	+16%	+$52.1K	0.25%	103
2023 Q4	$292K	Buy	+2,765	New	+$302K	0.18%	119

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Woodward Diversified Capital's ORCL Position: Q2 2026 in Review

Woodward Diversified Capital opened a new position in Oracle (ORCL) in Q2 2026: 1,494 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #166 among its holdings. This is a return to the name: Woodward Diversified Capital previously reported a position in ORCL as recently as Q4 2025.

Woodward Diversified Capital first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $627K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Woodward Diversified Capital held 1,494 shares of Oracle worth $219K as of Q2 2026.
Oracle was a new Woodward Diversified Capital position in Q2 2026.
Oracle made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #166 holding.
Woodward Diversified Capital first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
Woodward Diversified Capital's Oracle position peaked at $627K in Q3 2024.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.