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Anchor Investment Management’s Oracle ORCL Stock Holding History

Anchor Investment Management’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 		$6.11M Buy
41,564
+831
+2% +$135K 0.51% 52
2025
Q4 		$7.94M Sell
40,733
-1,992
-5% -$474K 0.65% 34
2025
Q3 		$12M Sell
42,725
-1,097
-3% -$279K 1% 20
2025
Q2 		$9.58M Buy
43,822
+4,110
+10% +$664K 0.84% 26
2025
Q1 		$5.55M Buy
39,712
+359
+0.9% +$58.4K 0.52% 51
2024
Q4 		$6.56M Sell
39,353
-2,860
-7% -$508K 0.61% 39
2024
Q3 		$7.19M Buy
42,213
+27
+0.1% +$3.91K 0.68% 35
2024
Q2 		$5.96M Sell
42,186
-6,015
-12% -$747K 0.61% 41
2024
Q1 		$6.05M Buy
48,201
+7,604
+19% +$870K 0.63% 38
2023
Q4 		$4.28M Buy
40,597
+2,520
+7% +$275K 0.49% 55
2023
Q3 		$4.03M Sell
38,077
-624
-2% -$72.2K 0.53% 49
2023
Q2 		$4.61M Sell
38,701
-3,699
-9% -$382K 0.59% 46
2023
Q1 		$3.94M Sell
42,400
-910
-2% -$79.8K 0.54% 52
2022
Q4 		$3.54M Sell
43,310
-6,252
-13% -$475K 0.51% 55
2022
Q3 		$3.03M Sell
49,562
-326
-0.7% -$23.9K 0.47% 57
2022
Q2 		$3.49M Sell
49,888
-1,522
-3% -$111K 0.51% 54
2022
Q1 		$4.25M Buy
51,410
+924
+2% +$74.8K 0.54% 50
2021
Q4 		$4.4M Sell
50,486
-397
-0.8% -$37.3K 0.55% 49
2021
Q3 		$4.43M Sell
50,883
-5,839
-10% -$516K 0.62% 47
2021
Q2 		$4.42M Buy
56,722
+2,594
+5% +$203K 0.61% 42
2021
Q1 		$3.8M Buy
54,128
+3,573
+7% +$231K 0.58% 49
2020
Q4 		$3.27M Buy
50,555
+1,562
+3% +$93K 0.59% 52
2020
Q3 		$2.92M Buy
48,993
+1,977
+4% +$112K 0.59% 49
2020
Q2 		$2.6M Sell
47,016
-546
-1% -$28.9K 0.58% 50
2020
Q1 		$2.3M Buy
47,562
+3,049
+7% +$157K 0.59% 51
2019
Q4 		$2.36M Sell
44,513
-227
-0.5% -$12.5K 0.5% 58
2019
Q3 		$2.46M Buy
44,740
+936
+2% +$51.7K 0.57% 51
2019
Q2 		$2.5M Buy
43,804
+787
+2% +$42.6K 0.59% 44
2019
Q1 		$2.31M Sell
43,017
-224
-0.5% -$11.4K 0.58% 46
2018
Q4 		$1.95M Sell
43,241
-3,523
-8% -$169K 0.56% 48
2018
Q3 		$2.41M Buy
46,764
+1,518
+3% +$73.7K 0.55% 47
2018
Q2 		$1.99M Buy
45,246
+9,995
+28% +$461K 0.49% 57
2018
Q1 		$1.61M Buy
35,251
+2,628
+8% +$131K 0.42% 66
2017
Q4 		$1.54M Buy
32,623
+5,780
+22% +$284K 0.41% 70
2017
Q3 		$1.3M Sell
26,843
-520
-2% -$25.9K 0.38% 77
2017
Q2 		$1.37M Sell
27,363
-700
-2% -$31.9K 0.46% 63
2017
Q1 		$1.25M Sell
28,063
-1,175
-4% -$48.9K 0.43% 70
2016
Q4 		$1.12M Sell
29,238
-775
-3% -$30.3K 0.42% 70
2016
Q3 		$1.18M Sell
30,013
-2,110
-7% -$86K 0.46% 67
2016
Q2 		$1.31M Sell
32,123
-150
-0.5% -$5.99K 0.52% 59
2016
Q1 		$1.32M Buy
+32,273
New +$1.19M 0.54% 54

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 Investment Management's ORCL Position: Q1 2026 in Review

Anchor Investment Management increased its Oracle (ORCL) stake by 2% in Q1 2026, buying an estimated $135K and bringing the position to 41,564 shares worth $6.11M. The position accounts for 0.51% of the portfolio, ranked #52.

Anchor Investment Management first reported a position in ORCL in Q1 2016 and has held it in 41 quarters since. The position peaked at $12M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Anchor Investment Management held 41,564 shares of Oracle worth $6.11M as of Q1 2026.
  • Anchor Investment Management bought 831 Oracle shares in Q1 2026, an estimated $135K.
  • Oracle made up 0.51% of Anchor Investment Management's portfolio in Q1 2026, its #52 holding.
  • Anchor Investment Management first reported a position in Oracle in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Oracle position peaked at $12M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.