Aspen Investment Management’s Oracle ORCL Stock Holding History

Aspen 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	–	Sell	-5,870	Closed	-$1.14M	–	178
2025 Q4	$1.14M	Buy	5,870 +2,881	+96%	+$686K	0.34%	86
2025 Q3	$841K	Hold	2,989	–	–	0.32%	82
2025 Q2	$653K	Hold	2,989	–	–	0.27%	86
2025 Q1	$418K	Buy	2,989 +16	+0.5%	+$2.6K	0.19%	112
2024 Q4	$495K	Sell	2,973 -100	-3%	-$17.8K	0.23%	100
2024 Q3	$524K	Buy	3,073 +1	+0%	+$145	0.24%	96
2024 Q2	$434K	Hold	3,072	–	–	0.22%	106
2024 Q1	$386K	Sell	3,072 -507	-14%	-$58K	0.2%	120
2023 Q4	$377K	Sell	3,579 -4,578	-56%	-$500K	0.21%	106
2023 Q3	$863K	Sell	8,157 -110	-1%	-$12.7K	0.52%	58
2023 Q2	$985K	Buy	8,267 +2,085	+34%	+$216K	0.59%	54
2023 Q1	$574K	Buy	6,182 +2,505	+68%	+$220K	0.37%	76
2022 Q4	$301K	Sell	3,677 -1,250	-25%	-$95K	0.2%	107
2022 Q3	$301K	Sell	4,927 -120	-2%	-$8.79K	0.2%	110
2022 Q2	$353K	Sell	5,047 -150	-3%	-$11K	0.22%	110
2022 Q1	$430K	Sell	5,197 -5,490	-51%	-$445K	0.23%	108
2021 Q4	$932K	Buy	10,687 +15	+0.1%	+$1.41K	0.46%	74
2021 Q3	$930K	Buy	10,672 +5,475	+105%	+$484K	0.49%	70
2021 Q2	$405K	Hold	5,197	–	–	0.21%	107
2021 Q1	$365K	Sell	5,197 -1	-0%	-$65	0.2%	104
2020 Q4	$336K	Hold	5,198	–	–	0.2%	104
2020 Q3	$310K	Buy	5,198 +1	+0%	+$57	0.21%	97
2020 Q2	$287K	Sell	5,197 -100	-2%	-$5.3K	0.21%	95
2020 Q1	$256K	Sell	5,297 -1,100	-17%	-$56.8K	0.22%	88
2019 Q4	$339K	Sell	6,397 -1,100	-15%	-$60.6K	0.21%	96
2019 Q3	$413K	Sell	7,497 -600	-7%	-$33.1K	0.28%	92
2019 Q2	$461K	Hold	8,097	–	–	0.3%	93
2019 Q1	$435K	Sell	8,097 -117	-1%	-$5.96K	0.3%	92
2018 Q4	$371K	Buy	8,214 +600	+8%	+$28.8K	0.3%	89
2018 Q3	$393K	Hold	7,614	–	–	0.26%	101
2018 Q2	$335K	Sell	7,614 -150	-2%	-$6.91K	0.23%	109
2018 Q1	$355K	Sell	7,764 -1,250	-14%	-$62.1K	0.25%	104
2017 Q4	$426K	Hold	9,014	–	–	0.3%	95
2017 Q3	$436K	Hold	9,014	–	–	0.32%	89
2017 Q2	$452K	Hold	9,014	–	–	0.34%	82
2017 Q1	$402K	Sell	9,014 -245	-3%	-$10.2K	0.3%	88
2016 Q4	$356K	Hold	9,259	–	–	0.27%	85
2016 Q3	$364K	Buy	9,259 +2,050	+28%	+$83.5K	0.29%	81
2016 Q2	$295K	Sell	7,209 -161	-2%	-$6.43K	0.24%	94
2016 Q1	$302K	Hold	7,370	–	–	0.28%	86
2015 Q4	$269K	Buy	7,370 +61	+0.8%	+$2.33K	0.27%	98
2015 Q3	$264K	Sell	7,309 -1,093	-13%	-$42K	0.26%	93
2015 Q2	$339K	Hold	8,402	–	–	0.28%	85
2015 Q1	$363K	Hold	8,402	–	–	0.29%	81
2014 Q4	$378K	Sell	8,402 -200	-2%	-$8.14K	0.32%	79
2014 Q3	$329K	Hold	8,602	–	–	0.28%	91
2014 Q2	$349K	Sell	8,602 -2,500	-23%	-$103K	0.21%	99
2014 Q1	$454K	Sell	11,102 -45	-0.4%	-$1.71K	0.29%	86
2013 Q4	$426K	Sell	11,147 -180	-2%	-$6.19K	0.28%	92
2013 Q3	$376K	Hold	11,327	–	–	0.27%	89
2013 Q2	$348K	Buy	+11,327	New	+$376K	0.24%	89

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

Aspen Investment Management's ORCL Position: Q1 2026 in Review

Aspen Investment Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 5,870 shares — an estimated $1.14M sold.

Aspen Investment Management first reported a position in ORCL in Q2 2013 and held it in 51 quarters. The position peaked at $1.14M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Aspen Investment Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Aspen Investment Management sold 5,870 Oracle shares in Q1 2026, an estimated $1.14M.
Aspen Investment Management first reported a position in Oracle in Q2 2013 and held it in 51 quarters.
Aspen Investment Management's Oracle position peaked at $1.14M in Q4 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Aspen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.