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Ashford Capital Management’s Oracle ORCL Stock Holding History

Ashford Capital 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 		$1.83M Buy
12,440
+5,612
+82% +$912K 0.23% 69
2025
Q4 		$1.33M Buy
+6,828
New +$1.63M 0.15% 79

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

Ashford Capital Management's ORCL Position: Q1 2026 in Review

Ashford Capital Management increased its Oracle (ORCL) stake by 82% in Q1 2026, buying an estimated $912K and bringing the position to 12,440 shares worth $1.83M. The position accounts for 0.23% of the portfolio, ranked #69.

Ashford Capital Management first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ashford Capital Management held 12,440 shares of Oracle worth $1.83M as of Q1 2026.
  • Ashford Capital Management bought 5,612 Oracle shares in Q1 2026, an estimated $912K.
  • Oracle made up 0.23% of Ashford Capital Management's portfolio in Q1 2026, its #69 holding.
  • Ashford Capital Management first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ashford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.