Bigelow Investment 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 | $987K | Sell |
6,712
-805
| -11% | -$131K | 0.4% | 65 |
|
|
2025
Q4 | $1.47M | Sell |
7,517
-84
| -1% | -$20K | 0.57% | 50 |
|
|
2025
Q3 | $2.14M | Sell |
7,601
-81
| -1% | -$20.6K | 0.86% | 33 |
|
|
2025
Q2 | $1.68M | Sell |
7,682
-125
| -2% | -$20.2K | 0.74% | 37 |
|
|
2025
Q1 | $1.09M | Sell |
7,807
-218
| -3% | -$35.5K | 0.52% | 57 |
|
|
2024
Q4 | $1.34M | Sell |
8,025
-317
| -4% | -$56.3K | 0.63% | 45 |
|
|
2024
Q3 | $1.42M | Sell |
8,342
-205
| -2% | -$29.7K | 0.63% | 46 |
|
|
2024
Q2 | $1.21M | Sell |
8,547
-40
| -0.5% | -$4.97K | 0.58% | 51 |
|
|
2024
Q1 | $1.08M | Sell |
8,587
-49
| -0.6% | -$5.61K | 0.53% | 58 |
|
|
2023
Q4 | $910K | Sell |
8,636
-40
| -0.5% | -$4.37K | 0.49% | 63 |
|
|
2023
Q3 | $919K | Sell |
8,676
-175
| -2% | -$20.3K | 0.53% | 58 |
|
|
2023
Q2 | $1.05M | Sell |
8,851
-50
| -0.6% | -$5.17K | 0.58% | 52 |
|
|
2023
Q1 | $827K | Sell |
8,901
-25
| -0.3% | -$2.19K | 0.48% | 66 |
|
|
2022
Q4 | $730K | Sell |
8,926
-178
| -2% | -$13.5K | 0.42% | 73 |
|
|
2022
Q3 | $556K | Sell |
9,104
-276
| -3% | -$20.2K | 0.33% | 87 |
|
|
2022
Q2 | $655K | Sell |
9,380
-434
| -4% | -$31.8K | 0.36% | 75 |
|
|
2022
Q1 | $812K | Sell |
9,814
-85
| -0.9% | -$6.88K | 0.38% | 70 |
|
|
2021
Q4 | $863K | Sell |
9,899
-705
| -7% | -$66.2K | 0.39% | 67 |
|
|
2021
Q3 | $924K | Sell |
10,604
-3,946
| -27% | -$349K | 0.46% | 60 |
|
|
2021
Q2 | $1.13M | Buy |
14,550
+50
| +0.3% | +$3.91K | 0.55% | 50 |
|
|
2021
Q1 | $1.02M | Sell |
14,500
-2,982
| -17% | -$193K | 0.52% | 52 |
|
|
2020
Q4 | $1.13M | Buy |
17,482
+90
| +0.5% | +$5.36K | 0.6% | 45 |
|
|
2020
Q3 | $1.04M | Sell |
17,392
-40
| -0.2% | -$2.27K | 0.61% | 45 |
|
|
2020
Q2 | $963K | Sell |
17,432
-613
| -3% | -$32.5K | 0.62% | 43 |
|
|
2020
Q1 | $872K | Sell |
18,045
-124
| -0.7% | -$6.4K | 0.65% | 42 |
|
|
2019
Q4 | $963K | Sell |
18,169
-114
| -0.6% | -$6.28K | 0.56% | 47 |
|
|
2019
Q3 | $1.01M | Buy |
18,283
+97
| +0.5% | +$5.36K | 0.64% | 38 |
|
|
2019
Q2 | $1.04M | Sell |
18,186
-1,176
| -6% | -$63.6K | 0.69% | 39 |
|
|
2019
Q1 | $1.04M | Sell |
19,362
-448
| -2% | -$22.8K | 0.72% | 37 |
|
|
2018
Q4 | $894K | Sell |
19,810
-184
| -0.9% | -$8.82K | 0.67% | 39 |
|
|
2018
Q3 | $1.03M | Sell |
19,994
-2,921
| -13% | -$142K | 0.69% | 39 |
|
|
2018
Q2 | $1.01M | Sell |
22,915
-550
| -2% | -$25.3K | 0.69% | 42 |
|
|
2018
Q1 | $1.07M | Buy |
23,465
+8,630
| +58% | +$429K | 0.73% | 36 |
|
|
2017
Q4 | $701K | Buy |
+14,835
| New | +$728K | 0.7% | 39 |
|
Other funds holding ORCL
VCM
VPM
Bigelow Investment Advisors's ORCL Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Oracle (ORCL) stake by 11% in Q1 2026, selling an estimated $131K and leaving 6,712 shares worth $987K. The position accounts for 0.4% of the portfolio, ranked #65.
Bigelow Investment Advisors first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.14M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Bigelow Investment Advisors held 6,712 shares of Oracle worth $987K as of Q1 2026.
- Bigelow Investment Advisors sold 805 Oracle shares in Q1 2026, an estimated $131K.
- Oracle made up 0.4% of Bigelow Investment Advisors's portfolio in Q1 2026, its #65 holding.
- Bigelow Investment Advisors first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Oracle position peaked at $2.14M in Q3 2025.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.