Barrow, Hanley, Mewhinney & Strauss’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
$277M Buy
1,883,362
+258,581
+16% +$42M 0.91% 41
2025
Q4
$317M Buy
1,624,781
+65,998
+4% +$15.7M 1.05% 40
2025
Q3
$438M Sell
1,558,783
-309,599
-17% -$78.8M 1.4% 24
2025
Q2
$408M Sell
1,868,382
-280,958
-13% -$45.4M 1.38% 27
2025
Q1
$300M Buy
2,149,340
+74,490
+4% +$12.1M 1.09% 39
2024
Q4
$346M Sell
2,074,850
-45,197
-2% -$8.03M 1.18% 35
2024
Q3
$361M Sell
2,120,047
-1,205,218
-36% -$175M 1.18% 35
2024
Q2
$470M Buy
3,325,265
+53,809
+2% +$6.68M 1.6% 21
2024
Q1
$411M Sell
3,271,456
-146,233
-4% -$16.7M 1.38% 29
2023
Q4
$360M Sell
3,417,689
-169,334
-5% -$18.5M 1.27% 34
2023
Q3
$380M Sell
3,587,023
-2,553,137
-42% -$296M 1.45% 31
2023
Q2
$731M Sell
6,140,160
-1,250,652
-17% -$129M 2.72% 5
2023
Q1
$687M Buy
7,390,812
+20,449
+0.3% +$1.79M 2.66% 3
2022
Q4
$602M Buy
7,370,363
+7,310
+0.1% +$556K 2.26% 6
2022
Q3
$450M Buy
7,363,053
+402,626
+6% +$29.5M 1.84% 19
2022
Q2
$486M Buy
6,960,427
+135,139
+2% +$9.89M 1.84% 19
2022
Q1
$565M Buy
6,825,288
+250,378
+4% +$20.3M 1.84% 17
2021
Q4
$573M Sell
6,574,910
-159,269
-2% -$15M 1.81% 17
2021
Q3
$587M Buy
6,734,179
+306,956
+5% +$27.1M 1.95% 13
2021
Q2
$500M Sell
6,427,223
-81,681
-1% -$6.39M 1.61% 26
2021
Q1
$457M Buy
6,508,904
+93,663
+1% +$6.06M 1.45% 31
2020
Q4
$415M Sell
6,415,241
-313,982
-5% -$18.7M 1.43% 30
2020
Q3
$402M Sell
6,729,223
-735,902
-10% -$41.8M 1.55% 26
2020
Q2
$413M Sell
7,465,125
-5,116,315
-41% -$271M 1.62% 23
2020
Q1
$608M Buy
12,581,440
+2,091,760
+20% +$108M 2.79% 4
2019
Q4
$556M Sell
10,489,680
-12,484,094
-54% -$687M 1.78% 20
2019
Q3
$1.26B Sell
22,973,774
-2,799,415
-11% -$155M 2.48% 10
2019
Q2
$1.47B Sell
25,773,189
-933,937
-3% -$50.5M 2.67% 5
2019
Q1
$1.43B Sell
26,707,126
-1,472,440
-5% -$75M 2.58% 5
2018
Q4
$1.27B Sell
28,179,566
-1,568,075
-5% -$75.1M 2.49% 5
2018
Q3
$1.53B Sell
29,747,641
-942,527
-3% -$45.8M 2.43% 6
2018
Q2
$1.35B Sell
30,690,168
-944,506
-3% -$43.5M 2.18% 12
2018
Q1
$1.45B Sell
31,634,674
-1,386,586
-4% -$68.9M 2.3% 9
2017
Q4
$1.56B Sell
33,021,260
-1,950,369
-6% -$95.7M 2.33% 6
2017
Q3
$1.69B Sell
34,971,629
-605,783
-2% -$30.1M 2.55% 5
2017
Q2
$1.78B Sell
35,577,412
-1,527,435
-4% -$69.6M 2.71% 5
2017
Q1
$1.66B Sell
37,104,847
-1,706,786
-4% -$71.1M 2.49% 6
2016
Q4
$1.49B Buy
38,811,633
+3,278,258
+9% +$128M 2.24% 9
2016
Q3
$1.4B Sell
35,533,375
-694,496
-2% -$28.3M 2.12% 14
2016
Q2
$1.48B Buy
36,227,871
+14,500
+0% +$579K 2.26% 12
2016
Q1
$1.48B Sell
36,213,371
-607,467
-2% -$22.5M 2.27% 13
2015
Q4
$1.35B Sell
36,820,838
-140,158
-0.4% -$5.35M 2% 13
2015
Q3
$1.34B Sell
36,960,996
-1,023,025
-3% -$39.3M 2.05% 12
2015
Q2
$1.53B Buy
37,984,021
+217,227
+0.6% +$9.42M 2.08% 11
2015
Q1
$1.63B Sell
37,766,794
-226,537
-0.6% -$9.82M 2.21% 9
2014
Q4
$1.71B Buy
37,993,331
+660,161
+2% +$26.9M 2.29% 10
2014
Q3
$1.43B Buy
37,333,170
+296,971
+0.8% +$12M 1.95% 19
2014
Q2
$1.5B Buy
37,036,199
+21,379,638
+137% +$880M 2.02% 16
2014
Q1
$641M Buy
+15,656,561
New +$596M 0.92% 42

Other funds holding ORCL

Barrow, Hanley, Mewhinney & Strauss's ORCL Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its Oracle (ORCL) stake by 16% in Q1 2026, buying an estimated $42M and bringing the position to 1,883,362 shares worth $277M. The position accounts for 0.91% of the portfolio, ranked #41.

Barrow, Hanley, Mewhinney & Strauss first reported a position in ORCL in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.78B in Q2 2017. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 1,883,362 shares of Oracle worth $277M as of Q1 2026.
  • Barrow, Hanley, Mewhinney & Strauss bought 258,581 Oracle shares in Q1 2026, an estimated $42M.
  • Oracle made up 0.91% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #41 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Oracle in Q1 2014 and has held it in 49 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Oracle position peaked at $1.78B in Q2 2017.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.