Boit C.F. David’s Oracle ORCL Stock Holding History

Boit C.F. David’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	$1.44M	Hold	9,800	–	–	0.64%	34
2025 Q4	$1.95M	Hold	9,800	–	–	0.84%	29
2025 Q3	$2.76M	Hold	9,800	–	–	1.25%	25
2025 Q2	$2.14M	Hold	9,800	–	–	1.03%	28
2025 Q1	$1.37M	Hold	9,800	–	–	0.69%	33
2024 Q4	$1.63M	Hold	9,800	–	–	0.66%	32
2024 Q3	$1.64M	Hold	9,800	–	–	0.81%	32
2024 Q2	$1.38M	Hold	9,800	–	–	0.72%	33
2024 Q1	$1.12M	Hold	9,800	–	–	0.61%	37
2023 Q4	$1M	Hold	9,800	–	–	0.57%	41
2023 Q3	$1.05M	Hold	9,800	–	–	0.72%	33
2023 Q2	$1.17M	Hold	9,800	–	–	0.77%	33
2023 Q1	$939K	Hold	9,800	–	–	0.64%	36
2022 Q4	$801K	Hold	9,800	–	–	0.57%	36
2022 Q3	$598K	Buy	+9,800	New	+$717K	0.49%	40
2022 Q1	$811K	Hold	9,800	–	–	0.53%	39
2021 Q4	$855K	Hold	9,800	–	–	0.54%	39
2021 Q3	$879K	Hold	9,800	–	–	0.6%	42
2021 Q2	$763K	Buy	+9,800	New	+$767K	0.58%	42

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

Boit C.F. David's ORCL Position: Q1 2026 in Review

Boit C.F. David held its Oracle (ORCL) position steady in Q1 2026 at 9,800 shares worth $1.44M. The position accounts for 0.64% of the portfolio, ranked #34.

Boit C.F. David first reported a position in ORCL in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Boit C.F. David held 9,800 shares of Oracle worth $1.44M as of Q1 2026.
Boit C.F. David left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.64% of Boit C.F. David's portfolio in Q1 2026, its #34 holding.
Boit C.F. David first reported a position in Oracle in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Oracle position peaked at $2.76M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.