Alpine Woods Capital Investors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$278K Buy
1,900
+20
+1% +$3.63K 0.06% 177
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

Alpine Woods Capital Investors's ORCL Position: Q2 2026 in Review

Alpine Woods Capital Investors increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $3.63K and bringing the position to 1,900 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #177.

Alpine Woods Capital Investors first reported a position in ORCL in Q4 2015 and has held it in 37 quarters since. The position peaked at $3.13M in Q4 2023. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Alpine Woods Capital Investors held 1,900 shares of Oracle worth $278K as of Q2 2026.
  • Alpine Woods Capital Investors bought 20 Oracle shares in Q2 2026, an estimated $3.63K.
  • Oracle made up 0.06% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #177 holding.
  • Alpine Woods Capital Investors first reported a position in Oracle in Q4 2015 and has held it in 37 quarters since.
  • Alpine Woods Capital Investors's Oracle position peaked at $3.13M in Q4 2023.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.