Columbia Asset Management’s Oracle ORCL Stock Holding History

Columbia Asset 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	$1.11M	Sell	7,572 -1,335	-15%	-$217K	0.21%	81
2025 Q4	$1.74M	Sell	8,907 -3,789	-30%	-$902K	0.31%	65
2025 Q3	$3.57M	Sell	12,696 -1,805	-12%	-$460K	0.67%	41
2025 Q2	$3.17M	Sell	14,501 -595	-4%	-$96.1K	0.62%	44
2025 Q1	$2.11M	Buy	15,096 +1,490	+11%	+$243K	0.41%	58
2024 Q4	$2.27M	Buy	13,606 +5,800	+74%	+$1.03M	0.41%	54
2024 Q3	$1.33M	Buy	7,806 +220	+3%	+$31.9K	0.23%	77
2024 Q2	$1.07M	Buy	7,586 +36	+0.5%	+$4.47K	0.2%	81
2024 Q1	$796K	Hold	7,550	–	–	0.16%	92
2023 Q4	$796K	Hold	7,550	–	–	0.16%	93
2023 Q3	$800K	Sell	7,550 -150	-2%	-$17.4K	0.18%	87
2023 Q2	$917K	Sell	7,700 -430	-5%	-$44.5K	0.2%	83
2023 Q1	$755K	Buy	8,130 +250	+3%	+$21.9K	0.17%	88
2022 Q4	$644K	Buy	7,880 +130	+2%	+$9.88K	0.16%	94
2022 Q3	$473K	Buy	7,750 +2,942	+61%	+$215K	0.12%	110
2022 Q2	$336K	Buy	+4,808	New	+$352K	0.09%	133
2021 Q4	$477K	Sell	5,469 -2,000	-27%	-$188K	0.1%	127
2021 Q3	$651K	Sell	7,469 -739	-9%	-$65.3K	0.14%	105
2021 Q2	$639K	Sell	8,208 -23,176	-74%	-$1.81M	0.14%	104
2021 Q1	$2.2M	Buy	31,384 +360	+1%	+$23.3K	0.4%	57
2020 Q4	$2.01M	Hold	31,024	–	–	0.4%	57
2020 Q3	$1.85M	Hold	31,024	–	–	0.42%	55
2020 Q2	$1.72M	Hold	31,024	–	–	0.41%	56
2020 Q1	$1.5M	Hold	31,024	–	–	0.37%	56
2019 Q4	$16.4K	Hold	31,024	–	–	0.4%	59
2019 Q3	$1.71M	Sell	31,024 -625	-2%	-$34.5K	0.44%	55
2019 Q2	$1.8M	Hold	31,649	–	–	0.47%	51
2019 Q1	$1.7M	Sell	31,649 -2,000	-6%	-$102K	0.45%	51
2018 Q4	$1.52M	Hold	33,649	–	–	0.46%	50
2018 Q3	$1.74M	Hold	33,649	–	–	0.45%	55
2018 Q2	$1.48M	Buy	33,649 +225	+0.7%	+$10.4K	0.43%	60
2018 Q1	$1.53M	Buy	33,424 +400	+1%	+$19.9K	0.45%	56
2017 Q4	$1.56M	Hold	33,024	–	–	0.45%	55
2017 Q3	$1.6M	Buy	33,024 +1,000	+3%	+$49.8K	0.49%	53
2017 Q2	$1.6M	Buy	32,024 +1,000	+3%	+$45.6K	0.52%	55
2017 Q1	$1.38M	Sell	31,024 -350	-1%	-$14.6K	0.46%	57
2016 Q4	$1.21M	Sell	31,374 -1,108	-3%	-$43.3K	0.41%	59
2016 Q3	$1.28M	Buy	32,482 +2	+0%	+$81	0.45%	56
2016 Q2	$1.33M	Buy	32,480 +1	+0%	+$40	0.47%	57
2016 Q1	$1.33M	Sell	32,479 -1,499	-4%	-$55.5K	0.49%	57
2015 Q4	$1.24M	Sell	33,978 -299	-0.9%	-$11.4K	0.5%	57
2015 Q3	$1.24M	Buy	34,277 +2	+0%	+$77	0.5%	55
2015 Q2	$1.38M	Sell	34,275 -215	-0.6%	-$9.32K	0.53%	58
2015 Q1	$1.49M	Hold	34,490	–	–	0.56%	54
2014 Q4	$1.55M	Sell	34,490 -615	-2%	-$25K	0.6%	52
2014 Q3	$1.34M	Hold	35,105	–	–	0.54%	53
2014 Q2	$1.42M	Hold	35,105	–	–	0.58%	54
2014 Q1	$1.44M	Hold	35,105	–	–	0.62%	52
2013 Q4	$1.34M	Buy	+35,105	New	+$1.21M	0.59%	53

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

Columbia Asset Management's ORCL Position: Q1 2026 in Review

Columbia Asset Management reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $217K and leaving 7,572 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #81.

Columbia Asset Management first reported a position in ORCL in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.57M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Columbia Asset Management held 7,572 shares of Oracle worth $1.11M as of Q1 2026.
Columbia Asset Management sold 1,335 Oracle shares in Q1 2026, an estimated $217K.
Oracle made up 0.21% of Columbia Asset Management's portfolio in Q1 2026, its #81 holding.
Columbia Asset Management first reported a position in Oracle in Q4 2013 and has held it in 49 quarters since.
Columbia Asset Management's Oracle position peaked at $3.57M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.