Boston Research & Management’s Oracle ORCL Stock Holding History

Boston Research & Management’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	$1.43M	Sell	9,749 -65	-0.7%	-$10.6K	0.34%	64
2025 Q4	$1.91M	Hold	9,814	–	–	0.44%	63
2025 Q3	$2.76M	Sell	9,814 -85	-0.9%	-$21.6K	0.61%	57
2025 Q2	$2.16M	Sell	9,899 -255	-3%	-$41.2K	0.52%	59
2025 Q1	$1.42M	Sell	10,154 -105	-1%	-$17.1K	0.35%	65
2024 Q4	$1.71M	Sell	10,259 -60	-0.6%	-$10.7K	0.42%	60
2024 Q3	$1.76M	Hold	10,319	–	–	0.41%	62
2024 Q2	$1.46M	Hold	10,319	–	–	0.37%	65
2024 Q1	$1.3M	Hold	10,319	–	–	0.32%	69
2023 Q4	$1.09M	Hold	10,319	–	–	0.29%	70
2023 Q3	$1.09M	Hold	10,319	–	–	0.32%	69
2023 Q2	$1.23M	Buy	10,319 +112	+1%	+$11.6K	0.35%	68
2023 Q1	$948K	Sell	10,207 -71	-0.7%	-$6.23K	0.28%	70
2022 Q4	$840K	Buy	10,278 +67	+0.7%	+$5.09K	0.26%	73
2022 Q3	$623K	Hold	10,211	–	–	0.21%	74
2022 Q2	$713K	Hold	10,211	–	–	0.23%	72
2022 Q1	$844K	Hold	10,211	–	–	0.25%	71
2021 Q4	$890K	Hold	10,211	–	–	0.24%	72
2021 Q3	$889K	Hold	10,211	–	–	0.26%	72
2021 Q2	$794K	Sell	10,211 -380	-4%	-$29.7K	0.24%	71
2021 Q1	$743K	Buy	10,591 +27	+0.3%	+$1.75K	0.24%	71
2020 Q4	$683K	Hold	10,564	–	–	0.24%	70
2020 Q3	$630K	Hold	10,564	–	–	0.25%	68
2020 Q2	$583K	Sell	10,564 -1,130	-10%	-$59.9K	0.24%	68
2020 Q1	$565K	Buy	11,694 +130	+1%	+$6.71K	0.28%	65
2019 Q4	$612K	Hold	11,564	–	–	0.23%	71
2019 Q3	$636K	Hold	11,564	–	–	0.25%	70
2019 Q2	$658K	Hold	11,564	–	–	0.27%	68
2019 Q1	$621K	Hold	11,564	–	–	0.26%	72
2018 Q4	$522K	Hold	11,564	–	–	0.25%	71
2018 Q3	$596K	Buy	11,564 +2,054	+22%	+$99.8K	0.27%	71
2018 Q2	$419K	Hold	9,510	–	–	0.21%	76
2018 Q1	$435K	Hold	9,510	–	–	0.22%	75
2017 Q4	$449K	Hold	9,510	–	–	0.23%	76
2017 Q3	$459K	Hold	9,510	–	–	0.23%	73
2017 Q2	$476K	Hold	9,510	–	–	0.26%	71
2017 Q1	$424K	Hold	9,510	–	–	0.23%	76
2016 Q4	$365K	Hold	9,510	–	–	0.21%	78
2016 Q3	$373K	Buy	9,510 +2,740	+40%	+$112K	0.22%	79
2016 Q2	$277K	Hold	6,770	–	–	0.17%	83
2016 Q1	$276K	Hold	6,770	–	–	0.17%	85
2015 Q4	$247K	Hold	6,770	–	–	0.15%	87
2015 Q3	$244K	Hold	6,770	–	–	0.16%	90
2015 Q2	$272K	Hold	6,770	–	–	0.17%	86
2015 Q1	$292K	Sell	6,770 -300	-4%	-$13K	0.19%	86
2014 Q4	$317K	Hold	7,070	–	–	0.2%	85
2014 Q3	$270K	Hold	7,070	–	–	0.18%	87
2014 Q2	$286K	Sell	7,070 -168	-2%	-$6.91K	0.2%	84
2014 Q1	$296K	Buy	7,238 +300	+4%	+$11.4K	0.22%	83
2013 Q4	$265K	Hold	6,938	–	–	0.2%	81
2013 Q3	$230K	Hold	6,938	–	–	0.19%	82
2013 Q2	$213K	Buy	+6,938	New	+$230K	0.19%	82

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

Boston Research & Management's ORCL Position: Q1 2026 in Review

Boston Research & Management reduced its Oracle (ORCL) stake by 0.66% in Q1 2026, selling an estimated $10.6K and leaving 9,749 shares worth $1.43M. The position accounts for 0.34% of the portfolio, ranked #64.

Boston Research & Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.76M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Boston Research & Management held 9,749 shares of Oracle worth $1.43M as of Q1 2026.
Boston Research & Management sold 65 Oracle shares in Q1 2026, an estimated $10.6K.
Oracle made up 0.34% of Boston Research & Management's portfolio in Q1 2026, its #64 holding.
Boston Research & Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's Oracle position peaked at $2.76M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.