Becker Capital Management’s Oracle ORCL Stock Holding History

Becker 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	$470K	Sell	3,197 -3,750	-54%	-$610K	0.01%	227
2025 Q4	$1.35M	Buy	6,947 +1,070	+18%	+$255K	0.04%	159
2025 Q3	$1.65M	Buy	5,877 +55	+0.9%	+$14K	0.05%	150
2025 Q2	$1.27M	Hold	5,822	–	–	0.04%	157
2025 Q1	$814K	Buy	5,822 +57	+1%	+$9.28K	0.03%	180
2024 Q4	$961K	Hold	5,765	–	–	0.03%	169
2024 Q3	$982K	Hold	5,765	–	–	0.03%	171
2024 Q2	$814K	Hold	5,765	–	–	0.03%	172
2024 Q1	$724K	Sell	5,765 -15	-0.3%	-$1.72K	0.02%	181
2023 Q4	$609K	Sell	5,780 -11	-0.2%	-$1.2K	0.02%	187
2023 Q3	$613K	Sell	5,791 -129	-2%	-$14.9K	0.02%	182
2023 Q2	$705K	Sell	5,920 -235	-4%	-$24.3K	0.03%	180
2023 Q1	$572K	Sell	6,155 -4,051	-40%	-$355K	0.02%	181
2022 Q4	$834K	Sell	10,206 -409	-4%	-$31.1K	0.04%	129
2022 Q3	$648K	Hold	10,615	–	–	0.03%	138
2022 Q2	$742K	Buy	10,615 +60	+0.6%	+$4.39K	0.04%	136
2022 Q1	$873K	Sell	10,555 -35	-0.3%	-$2.83K	0.04%	137
2021 Q4	$924K	Sell	10,590 -437	-4%	-$41K	0.04%	135
2021 Q3	$961K	Sell	11,027 -146	-1%	-$12.9K	0.04%	133
2021 Q2	$870K	Buy	11,173 +411	+4%	+$32.2K	0.04%	134
2021 Q1	$755K	Buy	10,762 +4,231	+65%	+$274K	0.03%	141
2020 Q4	$422K	Hold	6,531	–	–	0.02%	148
2020 Q3	$390K	Buy	6,531 +135	+2%	+$7.67K	0.02%	140
2020 Q2	$354K	Hold	6,396	–	–	0.02%	143
2020 Q1	$309K	Sell	6,396 -833	-12%	-$43K	0.02%	146
2019 Q4	$383K	Sell	7,229 -432	-6%	-$23.8K	0.01%	146
2019 Q3	$422K	Sell	7,661 -425	-5%	-$23.5K	0.02%	134
2019 Q2	$461K	Sell	8,086 -88	-1%	-$4.76K	0.02%	133
2019 Q1	$439K	Buy	8,174 +95	+1%	+$4.84K	0.02%	144
2018 Q4	$365K	Hold	8,079	–	–	0.01%	141
2018 Q3	$417K	Hold	8,079	–	–	0.01%	141
2018 Q2	$356K	Hold	8,079	–	–	0.01%	129
2018 Q1	$370K	Buy	8,079 +1,574	+24%	+$78.3K	0.01%	135
2017 Q4	$308K	Hold	6,505	–	–	0.01%	134
2017 Q3	$315K	Sell	6,505 -2,284	-26%	-$114K	0.01%	128
2017 Q2	$441K	Hold	8,789	–	–	0.02%	107
2017 Q1	$392K	Hold	8,789	–	–	0.01%	109
2016 Q4	$338K	Sell	8,789 -650	-7%	-$25.4K	0.01%	119
2016 Q3	$371K	Hold	9,439	–	–	0.01%	111
2016 Q2	$386K	Hold	9,439	–	–	0.02%	107
2016 Q1	$386K	Sell	9,439 -870	-8%	-$32.2K	0.02%	101
2015 Q4	$377K	Sell	10,309 -2,720	-21%	-$104K	0.02%	108
2015 Q3	$471K	Hold	13,029	–	–	0.02%	95
2015 Q2	$525K	Sell	13,029 -251	-2%	-$10.9K	0.02%	102
2015 Q1	$573K	Sell	13,280 -255	-2%	-$11.1K	0.02%	101
2014 Q4	$609K	Buy	13,535 +396	+3%	+$16.1K	0.02%	103
2014 Q3	$503K	Buy	13,139 +5,510	+72%	+$223K	0.02%	107
2014 Q2	$309K	Sell	7,629 -1,110	-13%	-$45.7K	0.01%	119
2014 Q1	$358K	Hold	8,739	–	–	0.01%	113
2013 Q4	$334K	Buy	8,739 +455	+5%	+$15.6K	0.01%	113
2013 Q3	$275K	Sell	8,284 -300	-3%	-$9.73K	0.01%	114
2013 Q2	$264K	Buy	+8,584	New	+$285K	0.01%	109

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

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

Becker Capital Management reduced its Oracle (ORCL) stake by 54% in Q1 2026, selling an estimated $610K and leaving 3,197 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #227.

Becker Capital Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.65M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Becker Capital Management held 3,197 shares of Oracle worth $470K as of Q1 2026.
Becker Capital Management sold 3,750 Oracle shares in Q1 2026, an estimated $610K.
Oracle made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #227 holding.
Becker Capital Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Becker Capital Management's Oracle position peaked at $1.65M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.