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Calton & Associates’s Oracle ORCL Stock Holding History

Calton & 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 		$1.58M Buy
10,717
+5,845
+120% +$950K 0.23% 91
2025
Q4 		$950K Buy
4,872
+2,469
+103% +$588K 0.14% 139
2025
Q3 		$676K Buy
2,403
+56
+2% +$14.3K 0.1% 183
2025
Q2 		$513K Buy
+2,347
New +$379K 0.09% 199
2022
Q3 		– Sell
-3,341
Closed -$233K – 240
2022
Q2 		$233K Sell
3,341
-1,148
-26% -$84K 0.13% 187
2022
Q1 		$371K Buy
4,489
+60
+1% +$4.86K 0.11% 207
2021
Q4 		$386K Sell
4,429
-760
-15% -$71.4K 0.1% 214
2021
Q3 		$452K Sell
5,189
-2,867
-36% -$253K 0.1% 208
2021
Q2 		$629K Sell
8,056
-601
-7% -$47K 0.12% 172
2021
Q1 		$608K Buy
8,657
+916
+12% +$59.3K 0.12% 164
2020
Q4 		$501K Buy
7,741
+826
+12% +$49.2K 0.09% 181
2020
Q3 		$413K Buy
6,915
+878
+15% +$49.9K 0.08% 180
2020
Q2 		$334K Buy
6,037
+1,128
+23% +$59.8K 0.07% 207
2020
Q1 		$237K Sell
4,909
-422
-8% -$21.8K 0.06% 241
2019
Q4 		$282K Buy
5,331
+160
+3% +$8.81K 0.06% 273
2019
Q3 		$285K Sell
5,171
-166
-3% -$9.17K 0.06% 251
2019
Q2 		$304K Buy
5,337
+278
+5% +$15K 0.09% 192
2019
Q1 		$272K Buy
+5,059
New +$258K 0.08% 206
2018
Q2 		– Sell
-7,588
Closed -$347K – 367
2018
Q1 		$347K Sell
7,588
-1,201
-14% -$59.7K 0.1% 205
2017
Q4 		$449K Buy
+8,789
New +$431K 0.11% 177

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calton & Associates's ORCL Position: Q1 2026 in Review

Calton & Associates increased its Oracle (ORCL) stake by 120% in Q1 2026, buying an estimated $950K and bringing the position to 10,717 shares worth $1.58M. The position accounts for 0.23% of the portfolio, ranked #91.

Calton & Associates first reported a position in ORCL in Q4 2017 and has held it in 20 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Calton & Associates held 10,717 shares of Oracle worth $1.58M as of Q1 2026.
  • Calton & Associates bought 5,845 Oracle shares in Q1 2026, an estimated $950K.
  • Oracle made up 0.23% of Calton & Associates's portfolio in Q1 2026, its #91 holding.
  • Calton & Associates first reported a position in Oracle in Q4 2017 and has held it in 20 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.