Bollard Group’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 | $2.67M | Buy |
18,139
+50
| +0.3% | +$8.13K | 0.08% | 78 |
|
|
2025
Q4 | $3.53M | Buy |
18,089
+33
| +0.2% | +$7.86K | 0.09% | 68 |
|
|
2025
Q3 | $5.08M | Buy |
18,056
+36
| +0.2% | +$9.17K | 0.12% | 62 |
|
|
2025
Q2 | $3.94M | Buy |
18,020
+71
| +0.4% | +$11.5K | 0.09% | 67 |
|
|
2025
Q1 | $2.51M | Buy |
17,949
+38
| +0.2% | +$6.19K | 0.07% | 78 |
|
|
2024
Q4 | $2.98M | Sell |
17,911
-3,252
| -15% | -$578K | 0.08% | 69 |
|
|
2024
Q3 | $3.61M | Buy |
21,163
+59
| +0.3% | +$8.55K | 0.1% | 67 |
|
|
2024
Q2 | $2.98M | Buy |
21,104
+72
| +0.3% | +$8.94K | 0.08% | 72 |
|
|
2024
Q1 | $2.64M | Buy |
21,032
+75
| +0.4% | +$8.58K | 0.08% | 73 |
|
|
2023
Q4 | $2.21M | Sell |
20,957
-61
| -0.3% | -$6.66K | 0.08% | 76 |
|
|
2023
Q3 | $2.23M | Buy |
21,018
+11
| +0.1% | +$1.27K | 0.08% | 73 |
|
|
2023
Q2 | $2.5M | Buy |
21,007
+154
| +0.7% | +$15.9K | 0.09% | 81 |
|
|
2023
Q1 | $1.94M | Buy |
20,853
+12
| +0.1% | +$1.05K | 0.07% | 89 |
|
|
2022
Q4 | $1.7M | Buy |
20,841
+14
| +0.1% | +$1.06K | 0.07% | 92 |
|
|
2022
Q3 | $1.27M | Sell |
20,827
-1,539
| -7% | -$113K | 0.05% | 104 |
|
|
2022
Q2 | $1.56M | Sell |
22,366
-400
| -2% | -$29.3K | 0.06% | 102 |
|
|
2022
Q1 | $1.88M | Buy |
22,766
+19
| +0.1% | +$1.54K | 0.06% | 115 |
|
|
2021
Q4 | $1.98M | Buy |
22,747
+16
| +0.1% | +$1.5K | 0.06% | 108 |
|
|
2021
Q3 | $1.98M | Buy |
22,731
+20
| +0.1% | +$1.77K | 0.06% | 102 |
|
|
2021
Q2 | $1.77M | Buy |
22,711
+21
| +0.1% | +$1.64K | 0.06% | 103 |
|
|
2021
Q1 | $1.59M | Buy |
22,690
+1
| +0% | +$65 | 0.06% | 103 |
|
|
2020
Q4 | $1.47M | Sell |
22,689
-520
| -2% | -$31K | 0.05% | 103 |
|
|
2020
Q3 | $1.39M | Buy |
23,209
+3
| +0% | +$170 | 0.05% | 107 |
|
|
2020
Q2 | $1.28M | Buy |
23,206
+4
| +0% | +$212 | 0.05% | 106 |
|
|
2020
Q1 | $1.12M | Sell |
23,202
-1,742
| -7% | -$89.9K | 0.05% | 101 |
|
|
2019
Q4 | $1.32M | Buy |
24,944
+109
| +0.4% | +$6K | 0.04% | 114 |
|
|
2019
Q3 | $1.37M | Buy |
24,835
+103
| +0.4% | +$5.69K | 0.05% | 114 |
|
|
2019
Q2 | $1.41M | Buy |
24,732
+107
| +0.4% | +$5.79K | 0.05% | 128 |
|
|
2019
Q1 | $1.32M | Buy |
24,625
+93
| +0.4% | +$4.74K | 0.05% | 124 |
|
|
2018
Q4 | $1.11M | Buy |
24,532
+98
| +0.4% | +$4.7K | 0.05% | 125 |
|
|
2018
Q3 | $1.26M | Buy |
24,434
+96
| +0.4% | +$4.66K | 0.05% | 125 |
|
|
2018
Q2 | $1.07M | Buy |
24,338
+101
| +0.4% | +$4.65K | 0.05% | 126 |
|
|
2018
Q1 | $1.11M | Buy |
24,237
+1,089
| +5% | +$54.1K | 0.06% | 127 |
|
|
2017
Q4 | $1.09M | Sell |
23,148
-1,713
| -7% | -$84K | 0.05% | 124 |
|
|
2017
Q3 | $1.2M | Buy |
24,861
+2,089
| +9% | +$104K | 0.06% | 122 |
|
|
2017
Q2 | $1.14M | Buy |
22,772
+97
| +0.4% | +$4.42K | 0.06% | 131 |
|
|
2017
Q1 | $1.01M | Buy |
22,675
+84
| +0.4% | +$3.5K | 0.06% | 137 |
|
|
2016
Q4 | $869K | Buy |
22,591
+88
| +0.4% | +$3.44K | 0.06% | 142 |
|
|
2016
Q3 | $884K | Buy |
22,503
+3,772
| +20% | +$154K | 0.06% | 138 |
|
|
2016
Q2 | $767K | Buy |
18,731
+69
| +0.4% | +$2.75K | 0.05% | 145 |
|
|
2016
Q1 | $763K | Buy |
18,662
+79
| +0.4% | +$2.92K | 0.06% | 143 |
|
|
2015
Q4 | $679K | Buy |
18,583
+72
| +0.4% | +$2.75K | 0.06% | 145 |
|
|
2015
Q3 | $669K | Buy |
18,511
+70
| +0.4% | +$2.69K | 0.05% | 158 |
|
|
2015
Q2 | $743K | Buy |
18,441
+63
| +0.3% | +$2.73K | 0.06% | 153 |
|
|
2015
Q1 | $793K | Buy |
18,378
+49
| +0.3% | +$2.12K | 0.06% | 150 |
|
|
2014
Q4 | $824K | Sell |
18,329
-31,776
| -63% | -$1.29M | 0.07% | 128 |
|
|
2014
Q3 | $1.92M | Buy |
50,105
+605
| +1% | +$24.5K | 0.18% | 85 |
|
|
2014
Q2 | $2.01M | Buy |
49,500
+5
| +0% | +$206 | 0.19% | 76 |
|
|
2014
Q1 | $2.02M | Buy |
49,495
+7,006
| +16% | +$267K | 0.2% | 67 |
|
|
2013
Q4 | $1.63M | Buy |
42,489
+9,456
| +29% | +$325K | 0.18% | 69 |
|
|
2013
Q3 | $1.1M | Buy |
33,033
+10,000
| +43% | +$324K | 0.13% | 84 |
|
|
2013
Q2 | $707K | Buy |
+23,033
| New | +$764K | 0.14% | 87 |
|
Other funds holding ORCL
VCM
VPM
Bollard Group's ORCL Position: Q1 2026 in Review
Bollard Group increased its Oracle (ORCL) stake by 0.28% in Q1 2026, buying an estimated $8.13K and bringing the position to 18,139 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #78.
Bollard Group first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.08M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Bollard Group held 18,139 shares of Oracle worth $2.67M as of Q1 2026.
- Bollard Group bought 50 Oracle shares in Q1 2026, an estimated $8.13K.
- Oracle made up 0.08% of Bollard Group's portfolio in Q1 2026, its #78 holding.
- Bollard Group first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Bollard Group's Oracle position peaked at $5.08M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.