Alpine Woods Capital Investors’s Oracle ORCL Stock Holding History

Alpine Woods Capital Investors’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	$277K	Sell	1,880 -3,903	-67%	-$634K	0.07%	152
2025 Q4	$1.13M	Buy	5,783 +3,758	+186%	+$895K	0.27%	83
2025 Q3	$570K	Sell	2,025 -15	-0.7%	-$3.82K	0.13%	104
2025 Q2	$446K	Sell	2,040 -262	-11%	-$42.3K	0.11%	119
2025 Q1	$322K	Sell	2,302 -8,575	-79%	-$1.4M	0.08%	136
2024 Q4	$1.81M	Sell	10,877 -36	-0.3%	-$6.39K	0.34%	85
2024 Q3	$2.06M	Buy	10,913 +8,180	+299%	+$1.18M	0.36%	88
2024 Q2	$386K	Sell	2,733 -20,751	-88%	-$2.58M	0.06%	150
2024 Q1	$2.67M	Sell	23,484 -6,166	-21%	-$706K	0.53%	64
2023 Q4	$3.13M	Buy	29,650 +5,260	+22%	+$574K	0.47%	67
2023 Q3	$2.58M	Buy	24,390 +3,168	+15%	+$367K	0.42%	79
2023 Q2	$2.53M	Buy	21,222 +961	+5%	+$99.4K	0.39%	81
2023 Q1	$1.88M	Sell	20,261 -33	-0.2%	-$2.89K	0.28%	101
2022 Q4	$1.66M	Buy	20,294 +4,818	+31%	+$366K	0.24%	104
2022 Q3	$945K	Sell	15,476 -6	-0%	-$439	0.13%	129
2022 Q2	$1.08M	Sell	15,482 -76	-0.5%	-$5.56K	0.14%	128
2022 Q1	$1.29M	Buy	15,558 +33	+0.2%	+$2.67K	0.14%	133
2021 Q4	$1.35M	Sell	15,525 -278	-2%	-$26.1K	0.13%	137
2021 Q3	$1.38M	Sell	15,803 -1,542	-9%	-$136K	0.15%	138
2021 Q2	$1.35M	Sell	17,345 -526	-3%	-$41.2K	0.14%	141
2021 Q1	$1.25M	Sell	17,871 -157	-0.9%	-$10.2K	0.14%	148
2020 Q4	$1.17M	Sell	18,028 -447	-2%	-$26.6K	0.14%	145
2020 Q3	$1.1M	Buy	18,475 +2,326	+14%	+$132K	0.17%	140
2020 Q2	$893K	Buy	16,149 +872	+6%	+$46.2K	0.17%	139
2020 Q1	$738K	Buy	15,277 +6,557	+75%	+$338K	0.16%	129
2019 Q4	$462K	Buy	+8,720	New	+$480K	0.09%	189
2018 Q2	–	Sell	-44,000	Closed	-$2.01M	–	333
2018 Q1	$2.01M	Buy	44,000 +7,000	+19%	+$348K	0.11%	176
2017 Q4	$1.75M	Hold	37,000	–	–	0.09%	191
2017 Q3	$1.79M	Buy	37,000 +5,000	+16%	+$249K	0.09%	186
2017 Q2	$1.6M	Hold	32,000	–	–	0.09%	190
2017 Q1	$1.43M	Sell	32,000 -2,000	-6%	-$83.3K	0.08%	208
2016 Q4	$1.31M	Buy	34,000 +5,000	+17%	+$196K	0.07%	211
2016 Q3	$1.14M	Buy	29,000 +5,000	+21%	+$204K	0.06%	230
2016 Q2	$982K	Sell	24,000 -6,000	-20%	-$240K	0.06%	238
2016 Q1	$1.23M	Buy	30,000 +5,000	+20%	+$185K	0.07%	216
2015 Q4	$913K	Buy	+25,000	New	+$955K	0.05%	250

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpine Woods Capital Investors's ORCL Position: Q1 2026 in Review

Alpine Woods Capital Investors reduced its Oracle (ORCL) stake by 67% in Q1 2026, selling an estimated $634K and leaving 1,880 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #152.

Alpine Woods Capital Investors first reported a position in ORCL in Q4 2015 and has held it in 36 quarters since. The position peaked at $3.13M in Q4 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Alpine Woods Capital Investors held 1,880 shares of Oracle worth $277K as of Q1 2026.
Alpine Woods Capital Investors sold 3,903 Oracle shares in Q1 2026, an estimated $634K.
Oracle made up 0.07% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #152 holding.
Alpine Woods Capital Investors first reported a position in Oracle in Q4 2015 and has held it in 36 quarters since.
Alpine Woods Capital Investors's Oracle position peaked at $3.13M in Q4 2023.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.