Charter Research & Investment 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 | $529K | Hold |
3,599
| – | – | 0.35% | 55 |
|
|
2025
Q4 | $701K | Hold |
3,599
| – | – | 0.47% | 49 |
|
|
2025
Q3 | $1.01M | Hold |
3,599
| – | – | 0.7% | 38 |
|
|
2025
Q2 | $787K | Sell |
3,599
-650
| -15% | -$105K | 0.59% | 47 |
|
|
2025
Q1 | $594K | Hold |
4,249
| – | – | 0.45% | 56 |
|
|
2024
Q4 | $708K | Hold |
4,249
| – | – | 0.54% | 45 |
|
|
2024
Q3 | $724K | Sell |
4,249
-1,471
| -26% | -$213K | 0.53% | 44 |
|
|
2024
Q2 | $808K | Hold |
5,720
| – | – | 0.64% | 40 |
|
|
2024
Q1 | $719K | Hold |
5,720
| – | – | 0.57% | 43 |
|
|
2023
Q4 | $603K | Buy |
5,720
+530
| +10% | +$57.8K | 0.5% | 47 |
|
|
2023
Q3 | $550K | Sell |
5,190
-900
| -15% | -$104K | 0.49% | 51 |
|
|
2023
Q2 | $725K | Sell |
6,090
-70
| -1% | -$7.24K | 0.6% | 42 |
|
|
2023
Q1 | $572K | Sell |
6,160
-170
| -3% | -$14.9K | 0.5% | 48 |
|
|
2022
Q4 | $517K | Hold |
6,330
| – | – | 0.5% | 46 |
|
|
2022
Q3 | $387K | Hold |
6,330
| – | – | 0.39% | 56 |
|
|
2022
Q2 | $442K | Hold |
6,330
| – | – | 0.4% | 54 |
|
|
2022
Q1 | $524K | Sell |
6,330
-900
| -12% | -$72.9K | 0.43% | 52 |
|
|
2021
Q4 | $631K | Sell |
7,230
-400
| -5% | -$37.6K | 0.5% | 48 |
|
|
2021
Q3 | $665K | Sell |
7,630
-450
| -6% | -$39.7K | 0.55% | 44 |
|
|
2021
Q2 | $629K | Hold |
8,080
| – | – | 0.52% | 45 |
|
|
2021
Q1 | $567K | Hold |
8,080
| – | – | 0.5% | 47 |
|
|
2020
Q4 | $523K | Hold |
8,080
| – | – | 0.5% | 47 |
|
|
2020
Q3 | $482K | Sell |
8,080
-220
| -3% | -$12.5K | 0.53% | 45 |
|
|
2020
Q2 | $459K | Buy |
8,300
+500
| +6% | +$26.5K | 0.53% | 47 |
|
|
2020
Q1 | $377K | Hold |
7,800
| – | – | 0.5% | 49 |
|
|
2019
Q4 | $413K | Hold |
7,800
| – | – | 0.42% | 55 |
|
|
2019
Q3 | $429K | Hold |
7,800
| – | – | 0.46% | 58 |
|
|
2019
Q2 | $444K | Hold |
7,800
| – | – | 0.49% | 52 |
|
|
2019
Q1 | $419K | Hold |
7,800
| – | – | 0.46% | 54 |
|
|
2018
Q4 | $352K | Hold |
7,800
| – | – | 0.44% | 55 |
|
|
2018
Q3 | $402K | Sell |
7,800
-1,100
| -12% | -$53.4K | 0.44% | 53 |
|
|
2018
Q2 | $392K | Hold |
8,900
| – | – | 0.45% | 52 |
|
|
2018
Q1 | $407K | Hold |
8,900
| – | – | 0.49% | 50 |
|
|
2017
Q4 | $421K | Buy |
+8,900
| New | +$437K | 0.47% | 49 |
|
|
2016
Q3 | $376K | Hold |
9,575
| – | – | 0.44% | 51 |
|
|
2016
Q2 | $392K | Buy |
9,575
+189
| +2% | +$7.55K | 0.45% | 52 |
|
|
2016
Q1 | $384K | Hold |
9,386
| – | – | 0.44% | 49 |
|
|
2015
Q4 | $343K | Sell |
9,386
-400
| -4% | -$15.3K | 0.4% | 54 |
|
|
2015
Q3 | $353K | Hold |
9,786
| – | – | 0.47% | 48 |
|
|
2015
Q2 | $394K | Hold |
9,786
| – | – | 0.44% | 50 |
|
|
2015
Q1 | $422K | Sell |
9,786
-1,350
| -12% | -$58.5K | 0.47% | 50 |
|
|
2014
Q4 | $501K | Buy |
+11,136
| New | +$453K | 0.55% | 46 |
|
Other funds holding ORCL
VCM
VPM
Charter Research & Investment Group's ORCL Position: Q1 2026 in Review
Charter Research & Investment Group held its Oracle (ORCL) position steady in Q1 2026 at 3,599 shares worth $529K. The position accounts for 0.35% of the portfolio, ranked #55.
Charter Research & Investment Group first reported a position in ORCL in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.01M in Q3 2025. 3,479 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Charter Research & Investment Group held 3,599 shares of Oracle worth $529K as of Q1 2026.
- Charter Research & Investment Group left its Oracle share count unchanged in Q1 2026.
- Oracle made up 0.35% of Charter Research & Investment Group's portfolio in Q1 2026, its #55 holding.
- Charter Research & Investment Group first reported a position in Oracle in Q4 2014 and has held it in 42 quarters since.
- Charter Research & Investment Group's Oracle position peaked at $1.01M in Q3 2025.
- 3,479 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.