Alta Advisers’s Oracle ORCL Stock Holding History

Alta Advisers’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	$965K	Buy	6,562 +154	+2%	+$25K	0.35%	41
2025 Q4	$1.25M	Sell	6,408 -1,760	-22%	-$419K	0.45%	30
2025 Q3	$2.3M	Buy	8,168 +250	+3%	+$63.7K	0.7%	21
2025 Q2	$1.73M	Hold	7,918	–	–	0.62%	26
2025 Q1	$1.11M	Buy	7,918 +2,600	+49%	+$423K	0.47%	38
2024 Q4	$886K	Buy	5,318 +918	+21%	+$163K	0.56%	29
2024 Q3	$750K	Hold	4,400	–	–	0.34%	29
2024 Q2	$621K	Buy	4,400 +200	+5%	+$24.8K	0.3%	34
2024 Q1	$528K	Hold	4,200	–	–	0.26%	40
2023 Q4	$443K	Hold	4,200	–	–	0.24%	45
2023 Q3	$445K	Hold	4,200	–	–	0.26%	42
2023 Q2	$500K	Hold	4,200	–	–	0.28%	40
2023 Q1	$390K	Hold	4,200	–	–	0.23%	50
2022 Q4	$343K	Hold	4,200	–	–	0.21%	55
2022 Q3	$256K	Buy	+4,200	New	+$307K	0.16%	73
2013 Q4	–	Sell	-849	Closed	-$28K	–	67
2013 Q3	$28K	Sell	849 -313	-27%	-$10.2K	0.01%	54
2013 Q2	$36K	Buy	+1,162	New	+$38.6K	0.01%	79

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

Alta Advisers's ORCL Position: Q1 2026 in Review

Alta Advisers increased its Oracle (ORCL) stake by 2.4% in Q1 2026, buying an estimated $25K and bringing the position to 6,562 shares worth $965K. The position accounts for 0.35% of the portfolio, ranked #41.

Alta Advisers first reported a position in ORCL in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.3M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Alta Advisers held 6,562 shares of Oracle worth $965K as of Q1 2026.
Alta Advisers bought 154 Oracle shares in Q1 2026, an estimated $25K.
Oracle made up 0.35% of Alta Advisers's portfolio in Q1 2026, its #41 holding.
Alta Advisers first reported a position in Oracle in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's Oracle position peaked at $2.3M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.