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AIMZ Investment Advisors’s Oracle ORCL Stock Holding History

AIMZ Investment Advisors’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
Q1 		$1.91M Hold
12,963
– – 0.59% 55
2025
Q4 		$2.53M Sell
12,963
-790
-6% -$188K 0.72% 45
2025
Q3 		$3.87M Hold
13,753
– – 1.21% 27
2025
Q2 		$3.01M Sell
13,753
-800
-5% -$129K 1.01% 33
2025
Q1 		$2.03M Buy
14,553
+350
+2% +$57K 0.71% 47
2024
Q4 		$2.37M Sell
14,203
-200
-1% -$35.5K 0.82% 38
2024
Q3 		$2.45M Sell
14,403
-374
-3% -$54.2K 0.84% 37
2024
Q2 		$2.09M Sell
14,777
-1,046
-7% -$130K 0.75% 42
2024
Q1 		$1.99M Sell
15,823
-200
-1% -$22.9K 0.74% 43
2023
Q4 		$1.69M Hold
16,023
– – 0.68% 47
2023
Q3 		$1.7M Hold
16,023
– – 0.75% 44
2023
Q2 		$1.91M Sell
16,023
-600
-4% -$62K 0.82% 42
2023
Q1 		$1.54M Sell
16,623
-100
-0.6% -$8.77K 0.69% 48
2022
Q4 		$1.37M Sell
16,723
-250
-1% -$19K 0.65% 52
2022
Q3 		$1.04M Sell
16,973
-400
-2% -$29.3K 0.52% 60
2022
Q2 		$1.21M Hold
17,373
– – 0.58% 55
2022
Q1 		$1.44M Hold
17,373
– – 0.59% 57
2021
Q4 		$1.51M Sell
17,373
-200
-1% -$18.8K 0.59% 58
2021
Q3 		$1.53M Sell
17,573
-50
-0.3% -$4.42K 0.69% 48
2021
Q2 		$1.37M Sell
17,623
-36
-0.2% -$2.82K 0.62% 53
2021
Q1 		$1.24M Hold
17,659
– – 0.61% 54
2020
Q4 		$1.14M Hold
17,659
– – 0.6% 52
2020
Q3 		$1.05M Hold
17,659
– – 0.63% 49
2020
Q2 		$976K Sell
17,659
-200
-1% -$10.6K 0.63% 46
2020
Q1 		$863K Sell
17,859
-300
-2% -$15.5K 0.67% 48
2019
Q4 		$962K Sell
18,159
-500
-3% -$27.5K 0.62% 54
2019
Q3 		$1.03M Sell
18,659
-242
-1% -$13.4K 0.71% 54
2019
Q2 		$1.08M Sell
18,901
-100
-0.5% -$5.41K 0.74% 54
2019
Q1 		$1.02M Hold
19,001
– – 0.7% 54
2018
Q4 		$858K Sell
19,001
-600
-3% -$28.8K 0.66% 53
2018
Q3 		$1.01M Sell
19,601
-225
-1% -$10.9K 0.65% 52
2018
Q2 		$874K Hold
19,826
– – 0.62% 55
2018
Q1 		$907K Hold
19,826
– – 0.66% 54
2017
Q4 		$937K Hold
19,826
– – 0.7% 52
2017
Q3 		$959K Hold
19,826
– – 0.79% 50
2017
Q2 		$994K Hold
19,826
– – 0.84% 47
2017
Q1 		$884K Hold
19,826
– – 0.75% 51
2016
Q4 		$762K Sell
19,826
-100
-0.5% -$3.91K 0.68% 52
2016
Q3 		$783K Hold
19,926
– – 0.7% 51
2016
Q2 		$816K Sell
19,926
-20,024
-50% -$800K 0.75% 51
2016
Q1 		$1.68M Buy
39,950
+20,076
+101% +$743K 0.74% 51
2015
Q4 		$726K Hold
19,874
– – 0.66% 54
2015
Q3 		$718K Hold
19,874
– – 0.66% 55
2015
Q2 		$801K Buy
19,874
+100
+0.5% +$4.34K 0.7% 54
2015
Q1 		$853K Buy
19,774
+1,650
+9% +$71.5K 0.73% 48
2014
Q4 		$815K Buy
+18,124
New +$738K 0.73% 49

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AIMZ Investment Advisors's ORCL Position: Q1 2026 in Review

AIMZ Investment Advisors held its Oracle (ORCL) position steady in Q1 2026 at 12,963 shares worth $1.91M. The position accounts for 0.59% of the portfolio, ranked #55.

AIMZ Investment Advisors first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.87M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • AIMZ Investment Advisors held 12,963 shares of Oracle worth $1.91M as of Q1 2026.
  • AIMZ Investment Advisors left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.59% of AIMZ Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • AIMZ Investment Advisors first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's Oracle position peaked at $3.87M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.