CPSC
ORCL icon

Carl P. Sherr & Co’s Oracle ORCL Stock Holding History

Carl P. Sherr & Co’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 		$307K Hold
2,089
– – 0.14% 105
2025
Q4 		$344K Sell
2,089
-40
-2% -$9.52K 0.15% 99
2025
Q3 		$599K Hold
2,129
– – 0.28% 68
2025
Q2 		$465K Hold
2,129
– – 0.24% 78
2025
Q1 		$298K Sell
2,129
-55
-3% -$8.95K 0.16% 99
2024
Q4 		$364K Buy
2,184
+450
+26% +$79.9K 0.19% 91
2024
Q3 		$295K Hold
1,734
– – 0.16% 102
2024
Q2 		$245K Sell
1,734
-135
-7% -$16.8K 0.14% 110
2024
Q1 		$235K Buy
+1,869
New +$214K 0.13% 109

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

Carl P. Sherr & Co's ORCL Position: Q1 2026 in Review

Carl P. Sherr & Co held its Oracle (ORCL) position steady in Q1 2026 at 2,089 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #105.

Carl P. Sherr & Co first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $599K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Carl P. Sherr & Co held 2,089 shares of Oracle worth $307K as of Q1 2026.
  • Carl P. Sherr & Co left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.14% of Carl P. Sherr & Co's portfolio in Q1 2026, its #105 holding.
  • Carl P. Sherr & Co first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Carl P. Sherr & Co's Oracle position peaked at $599K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.