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Concord Investment Counsel’s Oracle ORCL Stock Holding History

Concord Investment Counsel’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 		$194K Sell
1,318
-75
-5% -$12.2K 0.07% 36
2025
Q4 		$272K Sell
1,393
-450
-24% -$107K 0.09% 33
2025
Q3 		$518K Buy
+1,843
New +$469K 0.16% 32
2024
Q1 		$478K Buy
+3,805
New +$436K 0.17% 39

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

Concord Investment Counsel's ORCL Position: Q1 2026 in Review

Concord Investment Counsel reduced its Oracle (ORCL) stake by 5.4% in Q1 2026, selling an estimated $12.2K and leaving 1,318 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #36.

Concord Investment Counsel first reported a position in ORCL in Q1 2024 and has held it in 4 quarters since. The position peaked at $518K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Concord Investment Counsel held 1,318 shares of Oracle worth $194K as of Q1 2026.
  • Concord Investment Counsel sold 75 Oracle shares in Q1 2026, an estimated $12.2K.
  • Oracle made up 0.07% of Concord Investment Counsel's portfolio in Q1 2026, its #36 holding.
  • Concord Investment Counsel first reported a position in Oracle in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's Oracle position peaked at $518K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.