Birinyi Associates’s Oracle ORCL Stock Holding History

Birinyi Associates’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	–	Sell	-1,300	Closed	-$253K	–	62
2025 Q4	$253K	Hold	1,300	–	–	0.06%	56
2025 Q3	$366K	Hold	1,300	–	–	0.09%	51
2025 Q2	$284K	Sell	1,300 -230	-15%	-$37.1K	0.08%	52
2025 Q1	$214K	Buy	1,530 +230	+18%	+$37.4K	0.07%	55
2024 Q4	$217K	Hold	1,300	–	–	0.06%	57
2024 Q3	$222K	Buy	+1,300	New	+$188K	0.06%	58
2022 Q1	–	Sell	-4,550	Closed	-$397K	–	63
2021 Q4	$397K	Buy	+4,550	New	+$427K	0.12%	54
2014 Q4	–	Sell	-8,550	Closed	-$327K	–	95
2014 Q3	$327K	Sell	8,550 -5,500	-39%	-$223K	0.15%	70
2014 Q2	$569K	Buy	14,050 +5,250	+60%	+$216K	0.26%	56
2014 Q1	$360K	Hold	8,800	–	–	0.18%	61
2013 Q4	$337K	Hold	8,800	–	–	0.18%	64
2013 Q3	$292K	Sell	8,800 -2,000	-19%	-$64.9K	0.16%	62
2013 Q2	$332K	Buy	+10,800	New	+$358K	0.2%	58

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

Birinyi Associates's ORCL Position: Q1 2026 in Review

Birinyi Associates sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,300 shares — an estimated $253K sold.

Birinyi Associates first reported a position in ORCL in Q2 2013 and held it in 13 quarters. The position peaked at $569K in Q2 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Birinyi Associates reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Birinyi Associates sold 1,300 Oracle shares in Q1 2026, an estimated $253K.
Birinyi Associates first reported a position in Oracle in Q2 2013 and held it in 13 quarters.
Birinyi Associates's Oracle position peaked at $569K in Q2 2014.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.