Alpha Cubed Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $22.4M | Buy |
114,742
+69,917
| +156% | +$16.6M | 0.77% | 35 |
|
|
2025
Q3 | $12.6M | Sell |
44,825
-66,714
| -60% | -$17M | 0.44% | 49 |
|
|
2025
Q2 | $24.4M | Buy |
111,539
+65,592
| +143% | +$10.6M | 0.93% | 28 |
|
|
2025
Q1 | $6.42M | Sell |
45,947
-1,365
| -3% | -$222K | 0.29% | 58 |
|
|
2024
Q4 | $7.88M | Buy |
47,312
+532
| +1% | +$94.5K | 0.36% | 54 |
|
|
2024
Q3 | $7.97M | Sell |
46,780
-1,628
| -3% | -$236K | 0.35% | 54 |
|
|
2024
Q2 | $6.84M | Buy |
48,408
+6,134
| +15% | +$762K | 0.33% | 60 |
|
|
2024
Q1 | $5.31M | Sell |
42,274
-6,140
| -13% | -$703K | 0.28% | 63 |
|
|
2023
Q4 | $5.1M | Buy |
48,414
+4,211
| +10% | +$460K | 0.29% | 68 |
|
|
2023
Q3 | $4.68M | Buy |
44,203
+316
| +0.7% | +$36.6K | 0.31% | 61 |
|
|
2023
Q2 | $5.23M | Sell |
43,887
-2,244
| -5% | -$232K | 0.35% | 60 |
|
|
2023
Q1 | $4.29M | Sell |
46,131
-3,668
| -7% | -$322K | 0.31% | 65 |
|
|
2022
Q4 | $4.07M | Sell |
49,799
-147
| -0.3% | -$11.2K | 0.31% | 68 |
|
|
2022
Q3 | $3.05M | Sell |
49,946
-4,910
| -9% | -$359K | 0.24% | 73 |
|
|
2022
Q2 | $3.83M | Buy |
54,856
+682
| +1% | +$49.9K | 0.28% | 68 |
|
|
2022
Q1 | $4.48M | Sell |
54,174
-9,317
| -15% | -$755K | 0.29% | 61 |
|
|
2021
Q4 | $5.54M | Sell |
63,491
-2,101
| -3% | -$197K | 0.36% | 63 |
|
|
2021
Q3 | $5.71M | Sell |
65,592
-152,835
| -70% | -$13.5M | 0.43% | 57 |
|
|
2021
Q2 | $17M | Sell |
218,427
-25,430
| -10% | -$1.99M | 1.23% | 26 |
|
|
2021
Q1 | $17.1M | Buy |
243,857
+7,535
| +3% | +$488K | 1.33% | 25 |
|
|
2020
Q4 | $15.3M | Sell |
236,322
-23,891
| -9% | -$1.42M | 1.31% | 23 |
|
|
2020
Q3 | $15.5M | Buy |
260,213
+3,654
| +1% | +$208K | 1.49% | 23 |
|
|
2020
Q2 | $14.2M | Buy |
256,559
+41,503
| +19% | +$2.2M | 1.55% | 22 |
|
|
2020
Q1 | $10.4M | Buy |
215,056
+169,278
| +370% | +$8.74M | 1.25% | 28 |
|
|
2019
Q4 | $2.42M | Sell |
45,778
-371
| -0.8% | -$20.4K | 0.25% | 69 |
|
|
2019
Q3 | $2.54M | Buy |
46,149
+1,959
| +4% | +$108K | 0.3% | 64 |
|
|
2019
Q2 | $2.52M | Sell |
44,190
-192
| -0.4% | -$10.4K | 0.29% | 69 |
|
|
2019
Q1 | $2.38M | Buy |
44,382
+14,851
| +50% | +$757K | 0.29% | 71 |
|
|
2018
Q4 | $1.33M | Sell |
29,531
-7,726
| -21% | -$370K | 0.2% | 79 |
|
|
2018
Q3 | $1.77M | Buy |
37,257
+7,817
| +27% | +$380K | 0.21% | 87 |
|
|
2018
Q2 | $1.3M | Buy |
29,440
+272
| +0.9% | +$12.5K | 0.17% | 80 |
|
|
2018
Q1 | $1.33M | Buy |
29,168
+338
| +1% | +$16.8K | 0.17% | 79 |
|
|
2017
Q4 | $1.36M | Sell |
28,830
-347
| -1% | -$17K | 0.18% | 80 |
|
|
2017
Q3 | $1.41M | Buy |
29,177
+3,875
| +15% | +$193K | 0.21% | 73 |
|
|
2017
Q2 | $1.27M | Buy |
25,302
+3,973
| +19% | +$181K | 0.22% | 67 |
|
|
2017
Q1 | $951K | Sell |
21,329
-16,490
| -44% | -$687K | 0.19% | 72 |
|
|
2016
Q4 | $1.45M | Buy |
37,819
+4,051
| +12% | +$158K | 0.35% | 56 |
|
|
2016
Q3 | $1.33M | Sell |
33,768
-629
| -2% | -$25.6K | 0.36% | 55 |
|
|
2016
Q2 | $1.41M | Sell |
34,397
-105,753
| -75% | -$4.22M | 0.49% | 44 |
|
|
2016
Q1 | $5.73M | Sell |
140,150
-10,177
| -7% | -$377K | 1.75% | 22 |
|
|
2015
Q4 | $5.49M | Sell |
150,327
-3,121
| -2% | -$119K | 1.43% | 20 |
|
|
2015
Q3 | $5.96M | Sell |
153,448
-648
| -0.4% | -$24.9K | 1.56% | 16 |
|
|
2015
Q2 | $6.21M | Sell |
154,096
-19,717
| -11% | -$855K | 1.67% | 10 |
|
|
2015
Q1 | $7.5M | Buy |
173,813
+2,855
| +2% | +$124K | 2.33% | 6 |
|
|
2014
Q4 | $7.69M | Buy |
170,958
+117,369
| +219% | +$4.78M | 3.01% | 3 |
|
|
2014
Q3 | $2.05M | Sell |
53,589
-4,488
| -8% | -$182K | 0.97% | 38 |
|
|
2014
Q2 | $2.35M | Sell |
58,077
-3,541
| -6% | -$146K | 1.05% | 29 |
|
|
2014
Q1 | $2.52M | Sell |
61,618
-60,688
| -50% | -$2.31M | 1.31% | 20 |
|
|
2013
Q4 | $4.68M | Buy |
+122,306
| New | +$4.2M | 1.67% | 7 |
|
Other funds holding ORCL
Alpha Cubed Investments's ORCL Position: Q4 2025 in Review
Alpha Cubed Investments increased its Oracle (ORCL) stake by 156% in Q4 2025, buying an estimated $16.6M and bringing the position to 114,742 shares worth $22.4M. The position accounts for 0.77% of the portfolio, ranked #35.
Alpha Cubed Investments first reported a position in ORCL in Q4 2013 and has held it in 49 quarters since. The position peaked at $24.4M in Q2 2025. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.
- Alpha Cubed Investments held 114,742 shares of Oracle worth $22.4M as of Q4 2025.
- Alpha Cubed Investments bought 69,917 Oracle shares in Q4 2025, an estimated $16.6M.
- Oracle made up 0.77% of Alpha Cubed Investments's portfolio in Q4 2025, its #35 holding.
- Alpha Cubed Investments first reported a position in Oracle in Q4 2013 and has held it in 49 quarters since.
- Alpha Cubed Investments's Oracle position peaked at $24.4M in Q2 2025.
- 3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.