Barton Investment Management’s Oracle ORCL Stock Holding History

Barton 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	$851K	Hold	5,785	–	–	0.11%	35
2025 Q4	$1.13M	Sell	5,785 -400	-6%	-$95.2K	0.12%	32
2025 Q3	$1.74M	Sell	6,185 -400	-6%	-$102K	0.18%	26
2025 Q2	$1.44M	Hold	6,585	–	–	0.15%	28
2025 Q1	$921K	Sell	6,585 -690	-9%	-$112K	0.11%	32
2024 Q4	$1.21M	Hold	7,275	–	–	0.13%	28
2024 Q3	$1.24M	Hold	7,275	–	–	0.16%	29
2024 Q2	$1.03M	Hold	7,275	–	–	0.14%	29
2024 Q1	$914K	Hold	7,275	–	–	0.11%	31
2023 Q4	$767K	Hold	7,275	–	–	0.1%	33
2023 Q3	$771K	Hold	7,275	–	–	0.12%	31
2023 Q2	$866K	Hold	7,275	–	–	0.13%	31
2023 Q1	$676K	Hold	7,275	–	–	0.12%	31
2022 Q4	$595K	Sell	7,275 -4,100	-36%	-$312K	0.12%	32
2022 Q3	$695K	Hold	11,375	–	–	0.14%	31
2022 Q2	$795K	Hold	11,375	–	–	0.16%	29
2022 Q1	$941K	Hold	11,375	–	–	0.12%	29
2021 Q4	$992K	Hold	11,375	–	–	0.09%	28
2021 Q3	$991K	Hold	11,375	–	–	0.08%	28
2021 Q2	$885K	Hold	11,375	–	–	0.07%	28
2021 Q1	$798K	Hold	11,375	–	–	0.07%	29
2020 Q4	$736K	Hold	11,375	–	–	0.06%	28
2020 Q3	$679K	Hold	11,375	–	–	0.07%	29
2020 Q2	$629K	Hold	11,375	–	–	0.06%	29
2020 Q1	$550K	Hold	11,375	–	–	0.09%	30
2019 Q4	$603K	Hold	11,375	–	–	0.09%	31
2019 Q3	$626K	Hold	11,375	–	–	0.1%	28
2019 Q2	$648K	Hold	11,375	–	–	0.1%	29
2019 Q1	$611K	Hold	11,375	–	–	0.1%	31
2018 Q4	$514K	Hold	11,375	–	–	0.1%	32
2018 Q3	$586K	Hold	11,375	–	–	0.09%	31
2018 Q2	$501K	Hold	11,375	–	–	0.08%	33
2018 Q1	$520K	Hold	11,375	–	–	0.1%	32
2017 Q4	$538K	Hold	11,375	–	–	0.12%	32
2017 Q3	$550K	Hold	11,375	–	–	0.13%	29
2017 Q2	$570K	Hold	11,375	–	–	0.15%	28
2017 Q1	$507K	Hold	11,375	–	–	0.15%	31
2016 Q4	$437K	Hold	11,375	–	–	0.15%	33
2016 Q3	$446K	Hold	11,375	–	–	0.15%	30
2016 Q2	$465K	Hold	11,375	–	–	0.17%	30
2016 Q1	$465K	Hold	11,375	–	–	0.13%	38
2015 Q4	$416K	Hold	11,375	–	–	0.14%	35
2015 Q3	$410K	Hold	11,375	–	–	0.15%	37
2015 Q2	$458K	Hold	11,375	–	–	0.16%	37
2015 Q1	$491K	Hold	11,375	–	–	0.18%	35
2014 Q4	$512K	Sell	11,375 -3,000	-21%	-$122K	0.2%	34
2014 Q3	$550K	Hold	14,375	–	–	0.21%	31
2014 Q2	$583K	Hold	14,375	–	–	0.23%	32
2014 Q1	$588K	Hold	14,375	–	–	0.24%	29
2013 Q4	$550K	Buy	14,375 +125	+0.9%	+$4.3K	0.22%	32
2013 Q3	$473K	Hold	14,250	–	–	0.21%	35
2013 Q2	$438K	Buy	+14,250	New	+$473K	0.23%	36

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

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

Barton Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 5,785 shares worth $851K. The position accounts for 0.11% of the portfolio, ranked #35.

Barton Investment Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Barton Investment Management held 5,785 shares of Oracle worth $851K as of Q1 2026.
Barton Investment Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.11% of Barton Investment Management's portfolio in Q1 2026, its #35 holding.
Barton Investment Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Barton Investment Management's Oracle position peaked at $1.74M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Barton Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.