Analyst IMS Investment Management Services’s Oracle ORCL Stock Holding History

Analyst IMS Investment Management Services’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	$18.4M	Sell	124,838 -13,491	-10%	-$2.19M	0.56%	19
2025 Q4	$27M	Buy	138,329 +94,811	+218%	+$22.6M	0.79%	18
2025 Q3	$12.2M	Buy	43,518 +8,235	+23%	+$2.1M	0.38%	28
2025 Q2	$7.71M	Buy	35,283 +295	+0.8%	+$47.6K	0.26%	32
2025 Q1	$4.89M	Sell	34,988 -9,071	-21%	-$1.48M	0.19%	37
2024 Q4	$7.34M	Buy	44,059 +3,236	+8%	+$575K	0.27%	29
2024 Q3	$6.96M	Buy	40,823 +6,716	+20%	+$973K	0.27%	29
2024 Q2	$4.82M	Buy	34,107 +5,815	+21%	+$722K	0.2%	31
2024 Q1	$3.55M	Buy	28,292 +1,170	+4%	+$134K	0.15%	32
2023 Q4	$2.86M	Buy	27,122 +178	+0.7%	+$19.4K	0.15%	35
2023 Q3	$2.86M	Buy	26,944 +233	+0.9%	+$27K	0.18%	29
2023 Q2	$3.15M	Buy	26,711 +34	+0.1%	+$3.52K	0.21%	27
2023 Q1	$2.42M	Sell	26,677 -1,103	-4%	-$96.7K	0.18%	28
2022 Q4	$2.26M	Hold	27,780	–	–	0.19%	31
2022 Q3	$1.71M	Sell	27,780 -4,620	-14%	-$338K	0.17%	33
2022 Q2	$2.26M	Sell	32,400 -2,100	-6%	-$154K	0.22%	31
2022 Q1	$2.85M	Sell	34,500 -1,750	-5%	-$142K	0.25%	32
2021 Q4	$3.19M	Sell	36,250 -2,240	-6%	-$210K	0.3%	34
2021 Q3	$3.35M	Sell	38,490 -9,123	-19%	-$806K	0.41%	29
2021 Q2	$3.71M	Sell	47,613 -20,700	-30%	-$1.62M	0.44%	30
2021 Q1	$4.79M	Sell	68,313 -5,469	-7%	-$354K	0.64%	24
2020 Q4	$4.77M	Sell	73,782 -320	-0.4%	-$19K	0.8%	21
2020 Q3	$4.42M	Buy	74,102 +9,032	+14%	+$513K	0.9%	18
2020 Q2	$3.6M	Buy	65,070 +7,892	+14%	+$418K	0.84%	18
2020 Q1	$2.76M	Sell	57,178 -4,950	-8%	-$255K	0.89%	17
2019 Q4	$3.29M	Buy	62,128 +8,715	+16%	+$480K	0.89%	17
2019 Q3	$2.88M	Buy	53,413 +3,173	+6%	+$175K	0.85%	16
2019 Q2	$2.86M	Sell	50,240 -65	-0.1%	-$3.52K	0.85%	18
2019 Q1	$2.7M	Sell	50,305 -65,625	-57%	-$3.34M	0.83%	21
2018 Q4	$5.2K	Buy	115,930 +62,175	+116%	+$2.98M	0.83%	16
2018 Q3	$2.77K	Sell	53,755 -12,702	-19%	-$617K	0.44%	24
2018 Q2	$2.89M	Buy	66,457 +3,570	+6%	+$164K	0.88%	22
2018 Q1	$2.82M	Buy	62,887 +5,372	+9%	+$267K	0.89%	26
2017 Q4	$2.72M	Buy	57,515 +8,903	+18%	+$437K	0.83%	28
2017 Q3	$2.34M	Buy	48,612 +3,230	+7%	+$161K	0.77%	33
2017 Q2	$2.27M	Buy	45,382 +4,844	+12%	+$221K	0.81%	32
2017 Q1	$1.81M	Sell	40,538 -2,123	-5%	-$88.4K	0.71%	32
2016 Q4	$1.64M	Sell	42,661 -1,553	-4%	-$60.7K	0.72%	33
2016 Q3	$1.74M	Sell	44,214 -6,320	-13%	-$258K	0.74%	34
2016 Q2	$2.07M	Sell	50,534 -2,895	-5%	-$116K	0.87%	28
2016 Q1	$2.19M	Sell	53,429 -5,568	-9%	-$206K	0.94%	32
2015 Q4	$2.15M	Sell	58,997 -3,865	-6%	-$148K	0.9%	33
2015 Q3	$2.27M	Sell	62,862 -592	-0.9%	-$22.8K	0.96%	33
2015 Q2	$2.56M	Sell	63,454 -3,946	-6%	-$171K	1%	32
2015 Q1	$2.91M	Buy	67,400 +10,650	+19%	+$462K	1.13%	26
2014 Q4	$2.55M	Buy	+56,750	New	+$2.31M	0.98%	28

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

Analyst IMS Investment Management Services's ORCL Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its Oracle (ORCL) stake by 9.8% in Q1 2026, selling an estimated $2.19M and leaving 124,838 shares worth $18.4M. The position accounts for 0.56% of the portfolio, ranked #19.

Analyst IMS Investment Management Services first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $27M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Analyst IMS Investment Management Services held 124,838 shares of Oracle worth $18.4M as of Q1 2026.
Analyst IMS Investment Management Services sold 13,491 Oracle shares in Q1 2026, an estimated $2.19M.
Oracle made up 0.56% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #19 holding.
Analyst IMS Investment Management Services first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
Analyst IMS Investment Management Services's Oracle position peaked at $27M in Q4 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.