Ariel Investments’s Oracle ORCL Stock Holding History

Ariel Investments’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	$2.41M	Sell	16,367 -17	-0.1%	-$2.76K	0.03%	92
2025 Q4	$3.19M	Sell	16,384 -18	-0.1%	-$4.29K	0.03%	93
2025 Q3	$4.61M	Sell	16,402 -15,483	-49%	-$3.94M	0.05%	91
2025 Q2	$6.97M	Sell	31,885 -6,123	-16%	-$989K	0.08%	83
2025 Q1	$5.31M	Sell	38,008 -3,755	-9%	-$611K	0.06%	90
2024 Q4	$6.96M	Sell	41,763 -13,481	-24%	-$2.39M	0.07%	92
2024 Q3	$9.41M	Sell	55,244 -5,176	-9%	-$750K	0.1%	89
2024 Q2	$8.53M	Sell	60,420 -1,090	-2%	-$135K	0.09%	92
2024 Q1	$7.73M	Hold	61,510	–	–	0.08%	90
2023 Q4	$6.48M	Buy	61,510 +3,051	+5%	+$333K	0.06%	90
2023 Q3	$6.19M	Sell	58,459 -3,048	-5%	-$353K	0.07%	85
2023 Q2	$7.32M	Sell	61,507 -8,343	-12%	-$863K	0.07%	86
2023 Q1	$6.49M	Hold	69,850	–	–	0.06%	92
2022 Q4	$5.71M	Sell	69,850 -19,927	-22%	-$1.51M	0.06%	93
2022 Q3	$5.48M	Sell	89,777 -8,392	-9%	-$614K	0.06%	92
2022 Q2	$6.86M	Sell	98,169 -1,733	-2%	-$127K	0.07%	92
2022 Q1	$8.27M	Sell	99,902 -1,778	-2%	-$144K	0.07%	94
2021 Q4	$8.87M	Buy	101,680 +3,236	+3%	+$304K	0.07%	92
2021 Q3	$8.58M	Sell	98,444 -53,612	-35%	-$4.74M	0.08%	92
2021 Q2	$11.8M	Sell	152,056 -12,400	-8%	-$971K	0.11%	87
2021 Q1	$11.5M	Buy	164,456 +1,740	+1%	+$113K	0.11%	91
2020 Q4	$10.5M	Hold	162,716	–	–	0.12%	88
2020 Q3	$9.71M	Buy	162,716 +2,537	+2%	+$144K	0.14%	88
2020 Q2	$8.85M	Sell	160,179 -18,576	-10%	-$984K	0.13%	92
2020 Q1	$8.64M	Sell	178,755 -17,502	-9%	-$903K	0.15%	85
2019 Q4	$10.4M	Buy	196,257 +2,000	+1%	+$110K	0.13%	91
2019 Q3	$10.7M	Sell	194,257 -2,500	-1%	-$138K	0.14%	91
2019 Q2	$11.2M	Hold	196,757	–	–	0.14%	101
2019 Q1	$10.6M	Sell	196,757 -8,104	-4%	-$413K	0.13%	108
2018 Q4	$9.25M	Sell	204,861 -6,577	-3%	-$315K	0.13%	109
2018 Q3	$10.9M	Sell	211,438 -29	-0%	-$1.41K	0.12%	111
2018 Q2	$9.32M	Sell	211,467 -122	-0.1%	-$5.62K	0.1%	114
2018 Q1	$9.68M	Sell	211,589 -90	-0%	-$4.47K	0.11%	114
2017 Q4	$10M	Buy	211,679 +8,801	+4%	+$432K	0.11%	114
2017 Q3	$9.81M	Buy	202,878 +1,165	+0.6%	+$58K	0.11%	112
2017 Q2	$10.1M	Sell	201,713 -2,422	-1%	-$110K	0.12%	111
2017 Q1	$9.11M	Sell	204,135 -160	-0.1%	-$6.66K	0.11%	115
2016 Q4	$7.86M	Hold	204,295	–	–	0.09%	124
2016 Q3	$8.03M	Hold	204,295	–	–	0.1%	122
2016 Q2	$8.36M	Hold	204,295	–	–	0.11%	117
2016 Q1	$8.36M	Sell	204,295 -12,965	-6%	-$480K	0.1%	120
2015 Q4	$7.94M	Sell	217,260 -8,515	-4%	-$325K	0.1%	124
2015 Q3	$8.15M	Buy	225,775 +865	+0.4%	+$33.3K	0.1%	122
2015 Q2	$9.06M	Sell	224,910 -3,600	-2%	-$156K	0.1%	125
2015 Q1	$9.86M	Hold	228,510	–	–	0.11%	122
2014 Q4	$10.3M	Sell	228,510 -2,500	-1%	-$102K	0.12%	120
2014 Q3	$8.84M	Buy	231,010 +73,605	+47%	+$2.98M	0.11%	122
2014 Q2	$6.38M	Buy	157,405 +20,760	+15%	+$854K	0.08%	140
2014 Q1	$5.59M	Buy	136,645 +16,330	+14%	+$622K	0.07%	140
2013 Q4	$4.6M	Buy	+120,315	New	+$4.14M	0.06%	142

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

Ariel Investments's ORCL Position: Q1 2026 in Review

Ariel Investments reduced its Oracle (ORCL) stake by 0.1% in Q1 2026, selling an estimated $2.76K and leaving 16,367 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #92.

Ariel Investments first reported a position in ORCL in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.8M in Q2 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Ariel Investments held 16,367 shares of Oracle worth $2.41M as of Q1 2026.
Ariel Investments sold 17 Oracle shares in Q1 2026, an estimated $2.76K.
Oracle made up 0.03% of Ariel Investments's portfolio in Q1 2026, its #92 holding.
Ariel Investments first reported a position in Oracle in Q4 2013 and has held it in 50 quarters since.
Ariel Investments's Oracle position peaked at $11.8M in Q2 2021.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.