Atlas Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $699K | Sell |
4,754
-376
| -7% | -$61.1K | 0.08% | 199 |
|
|
2025
Q4 | $1,000K | Buy |
+5,130
| New | +$1.22M | 0.11% | 152 |
|
|
2025
Q2 | $1.39M | Sell |
6,368
-1,789
| -22% | -$289K | 0.17% | 109 |
|
|
2025
Q1 | $1.14M | Sell |
8,157
-169
| -2% | -$27.5K | 0.14% | 134 |
|
|
2024
Q4 | $1.39M | Sell |
8,326
-87
| -1% | -$15.5K | 0.18% | 99 |
|
|
2024
Q3 | $1.43M | Buy |
8,413
+1,209
| +17% | +$175K | 0.22% | 93 |
|
|
2024
Q2 | $1.02M | Sell |
7,204
-1,122
| -13% | -$139K | 0.13% | 122 |
|
|
2024
Q1 | $1.05M | Buy |
8,326
+310
| +4% | +$35.5K | 0.16% | 116 |
|
|
2023
Q4 | $845K | Buy |
8,016
+750
| +10% | +$81.9K | 0.12% | 138 |
|
|
2023
Q3 | $770K | Sell |
7,266
-1,136
| -14% | -$131K | 0.13% | 127 |
|
|
2023
Q2 | $1M | Buy |
8,402
+252
| +3% | +$26.1K | 0.15% | 110 |
|
|
2023
Q1 | $757K | Buy |
8,150
+12
| +0.1% | +$1.05K | 0.12% | 127 |
|
|
2022
Q4 | $665K | Hold |
8,138
| – | – | 0.11% | 152 |
|
|
2022
Q3 | $497K | Sell |
8,138
-246
| -3% | -$18K | 0.09% | 184 |
|
|
2022
Q2 | $586K | Sell |
8,384
-3,559
| -30% | -$261K | 0.1% | 174 |
|
|
2022
Q1 | $988K | Sell |
11,943
-1,773
| -13% | -$144K | 0.15% | 120 |
|
|
2021
Q4 | $1.2M | Buy |
13,716
+1,923
| +16% | +$181K | 0.18% | 98 |
|
|
2021
Q3 | $1.03M | Buy |
11,793
+2,528
| +27% | +$223K | 0.16% | 110 |
|
|
2021
Q2 | $721K | Buy |
9,265
+98
| +1% | +$7.67K | 0.12% | 154 |
|
|
2021
Q1 | $643K | Sell |
9,167
-5,885
| -39% | -$381K | 0.13% | 163 |
|
|
2020
Q4 | $974K | Sell |
15,052
-2,398
| -14% | -$143K | 0.2% | 105 |
|
|
2020
Q3 | $1.04M | Sell |
17,450
-20,188
| -54% | -$1.15M | 0.25% | 95 |
|
|
2020
Q2 | $2.08M | Sell |
37,638
-273
| -0.7% | -$14.5K | 0.49% | 42 |
|
|
2020
Q1 | $1.83M | Sell |
37,911
-9,804
| -21% | -$506K | 0.55% | 38 |
|
|
2019
Q4 | $2.53M | Buy |
47,715
+5,022
| +12% | +$276K | 0.63% | 33 |
|
|
2019
Q3 | $2.35M | Buy |
42,693
+1,930
| +5% | +$107K | 0.71% | 22 |
|
|
2019
Q2 | $2.32M | Buy |
40,763
+149
| +0.4% | +$8.06K | 0.76% | 21 |
|
|
2019
Q1 | $2.18M | Sell |
40,614
-1,298
| -3% | -$66.1K | 0.79% | 23 |
|
|
2018
Q4 | $1.89M | Buy |
41,912
+16,263
| +63% | +$779K | 0.76% | 24 |
|
|
2018
Q3 | $1.28M | Sell |
25,649
-2,018
| -7% | -$98K | 0.43% | 62 |
|
|
2018
Q2 | $1.35M | Sell |
27,667
-2,664
| -9% | -$123K | 0.48% | 51 |
|
|
2018
Q1 | $1.39M | Buy |
+30,331
| New | +$1.51M | 0.43% | 61 |
|
Other funds holding ORCL
VCM
VPM
Atlas Capital Advisors's ORCL Position: Q1 2026 in Review
Atlas Capital Advisors reduced its Oracle (ORCL) stake by 7.3% in Q1 2026, selling an estimated $61.1K and leaving 4,754 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #199.
Atlas Capital Advisors first reported a position in ORCL in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.53M in Q4 2019. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Atlas Capital Advisors held 4,754 shares of Oracle worth $699K as of Q1 2026.
- Atlas Capital Advisors sold 376 Oracle shares in Q1 2026, an estimated $61.1K.
- Oracle made up 0.08% of Atlas Capital Advisors's portfolio in Q1 2026, its #199 holding.
- Atlas Capital Advisors first reported a position in Oracle in Q1 2018 and has held it in 32 quarters since.
- Atlas Capital Advisors's Oracle position peaked at $2.53M in Q4 2019.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.