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Anchor Capital Advisors’s Oracle ORCL Stock Holding History

Anchor Capital Advisors’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 		$877K Hold
5,964
– – 0.03% 169
2025
Q4 		$1.16M Buy
5,964
+214
+4% +$51K 0.03% 161
2025
Q3 		$1.62M Hold
5,750
– – 0.05% 147
2025
Q2 		$1.26M Hold
5,750
– – 0.04% 159
2025
Q1 		$804K Sell
5,750
-256
-4% -$41.7K 0.02% 183
2024
Q4 		$1M Buy
6,006
+111
+2% +$19.7K 0.03% 181
2024
Q3 		$1M Sell
5,895
-180
-3% -$26.1K 0.03% 179
2024
Q2 		$858K Buy
6,075
+1,400
+30% +$174K 0.02% 178
2024
Q1 		$587K Hold
4,675
– – 0.02% 196
2023
Q4 		$493K Buy
4,675
+1,200
+35% +$131K 0.01% 203
2023
Q3 		$368K Hold
3,475
– – 0.01% 227
2023
Q2 		$414K Hold
3,475
– – 0.01% 224
2023
Q1 		$323K Hold
3,475
– – 0.01% 230
2022
Q4 		$284K Hold
3,475
– – 0.01% 243
2022
Q3 		$212K Hold
3,475
– – 0.01% 257
2022
Q2 		$243K Hold
3,475
– – 0.01% 256
2022
Q1 		$287K Hold
3,475
– – 0.01% 254
2021
Q4 		$303K Hold
3,475
– – 0.01% 250
2021
Q3 		$303K Buy
+3,475
New +$307K 0.01% 244
2018
Q2 		– Sell
-32,000
Closed -$1.46M – 307
2018
Q1 		$1.46M Buy
+32,000
New +$1.59M 0.05% 152
2015
Q4 		– Sell
-22,762
Closed -$822K – 304
2015
Q3 		$822K Sell
22,762
-269,208
-92% -$10.3M 0.02% 193
2015
Q2 		$11.8M Buy
291,970
+12,200
+4% +$529K 0.26% 96
2015
Q1 		$12.1M Sell
279,770
-47,433
-14% -$2.06M 0.26% 96
2014
Q4 		$14.7M Buy
327,203
+3,559
+1% +$145K 0.3% 96
2014
Q3 		$12.4M Buy
323,644
+31,084
+11% +$1.26M 0.26% 101
2014
Q2 		$11.9M Sell
292,560
-7,594
-3% -$312K 0.23% 102
2014
Q1 		$12.3M Buy
300,154
+21,063
+8% +$802K 0.24% 99
2013
Q4 		$10.7M Buy
+279,091
New +$9.59M 0.21% 102

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anchor Capital Advisors's ORCL Position: Q1 2026 in Review

Anchor Capital Advisors held its Oracle (ORCL) position steady in Q1 2026 at 5,964 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #169.

Anchor Capital Advisors first reported a position in ORCL in Q4 2013 and has held it in 28 quarters since. The position peaked at $14.7M in Q4 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Anchor Capital Advisors held 5,964 shares of Oracle worth $877K as of Q1 2026.
  • Anchor Capital Advisors left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.03% of Anchor Capital Advisors's portfolio in Q1 2026, its #169 holding.
  • Anchor Capital Advisors first reported a position in Oracle in Q4 2013 and has held it in 28 quarters since.
  • Anchor Capital Advisors's Oracle position peaked at $14.7M in Q4 2014.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.