Biltmore Family Office’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
$2.33M Buy
15,832
+5
+0% +$813 0.33% 61
2025
Q4
$3.08M Buy
15,827
+548
+4% +$130K 0.43% 47
2025
Q3
$4.3M Sell
15,279
-382
-2% -$97.3K 0.61% 34
2025
Q2
$3.42M Buy
15,661
+538
+4% +$86.9K 0.58% 34
2025
Q1
$2.11M Hold
15,123
0.36% 53
2024
Q4
$2.52M Sell
15,123
-755
-5% -$134K 0.42% 45
2024
Q3
$2.71M Sell
15,878
-290
-2% -$42K 0.46% 47
2024
Q2
$2.28M Buy
16,168
+197
+1% +$24.5K 0.42% 48
2024
Q1
$2.01M Hold
15,971
0.4% 49
2023
Q4
$1.68M Sell
15,971
-150
-0.9% -$16.4K 0.35% 49
2023
Q3
$1.71M Sell
16,121
-200
-1% -$23.1K 0.39% 47
2023
Q2
$1.94M Sell
16,321
-705
-4% -$72.9K 0.41% 44
2023
Q1
$1.58M Hold
17,026
0.33% 49
2022
Q4
$1.39M Buy
17,026
+1,045
+7% +$79.4K 0.29% 53
2022
Q3
$976K Hold
15,981
0.22% 62
2022
Q2
$1.12M Sell
15,981
-25
-0.2% -$1.83K 0.28% 60
2022
Q1
$1.32M Hold
16,006
0.28% 57
2021
Q4
$1.4M Sell
16,006
-910
-5% -$85.4K 0.27% 60
2021
Q3
$1.47M Hold
16,916
0.36% 47
2021
Q2
$1.32M Hold
16,916
0.37% 44
2021
Q1
$1.19M Hold
16,916
0.37% 42
2020
Q4
$1.09M Sell
16,916
-847
-5% -$50.4K 0.33% 49
2020
Q3
$1.06M Sell
17,763
-320
-2% -$18.2K 0.59% 38
2020
Q2
$999K Hold
18,083
0.6% 43
2020
Q1
$874K Sell
18,083
-1,603
-8% -$82.7K 0.57% 49
2019
Q4
$1.04M Sell
19,686
-21
-0.1% -$1.16K 0.42% 65
2019
Q3
$1.08M Buy
19,707
+1,000
+5% +$55.2K 0.47% 63
2019
Q2
$1.07M Sell
18,707
-580
-3% -$31.4K 0.58% 49
2019
Q1
$1.04M Buy
19,287
+1,590
+9% +$81K 0.53% 56
2018
Q4
$799K Sell
17,697
-100
-0.6% -$4.79K 0.45% 66
2018
Q3
$918K Sell
17,797
-2,505
-12% -$122K 0.44% 68
2018
Q2
$895K Sell
20,302
-952
-4% -$43.9K 0.45% 64
2018
Q1
$972K Sell
21,254
-1,640
-7% -$81.5K 0.43% 63
2017
Q4
$1.08M Buy
+22,894
New +$1.12M 0.49% 59

Other funds holding ORCL

Biltmore Family Office's ORCL Position: Q1 2026 in Review

Biltmore Family Office increased its Oracle (ORCL) stake by 0.03% in Q1 2026, buying an estimated $813 and bringing the position to 15,832 shares worth $2.33M. The position accounts for 0.33% of the portfolio, ranked #61.

Biltmore Family Office first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.3M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Biltmore Family Office held 15,832 shares of Oracle worth $2.33M as of Q1 2026.
  • Biltmore Family Office bought 5 Oracle shares in Q1 2026, an estimated $813.
  • Oracle made up 0.33% of Biltmore Family Office's portfolio in Q1 2026, its #61 holding.
  • Biltmore Family Office first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
  • Biltmore Family Office's Oracle position peaked at $4.3M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.