C
ORCL icon

Covestor’s Oracle ORCL Stock Holding History

Covestor’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 		$134K Sell
908
-185
-17% -$30.1K 0.09% 181
2025
Q4 		$213K Sell
1,093
-66
-6% -$15.7K 0.11% 191
2025
Q3 		$326K Buy
1,159
+114
+11% +$29K 0.18% 66
2025
Q2 		$228K Sell
1,045
-114
-10% -$18.4K 0.13% 136
2025
Q1 		$162K Sell
1,159
-31
-3% -$5.05K 0.11% 222
2024
Q4 		$198K Sell
1,190
-38
-3% -$6.75K 0.12% 178
2024
Q3 		$209K Sell
1,228
-127
-9% -$18.4K 0.13% 153
2024
Q2 		$191K Buy
1,355
+26
+2% +$3.23K 0.12% 173
2024
Q1 		$167K Buy
1,329
+347
+35% +$39.7K 0.11% 232
2023
Q4 		$104K Buy
982
+148
+18% +$16.2K 0.07% 472
2023
Q3 		$89K Sell
834
-215
-20% -$24.9K 0.07% 490
2023
Q2 		$125K Sell
1,049
-107
-9% -$11.1K 0.1% 319
2023
Q1 		$107K Sell
1,156
-1,467
-56% -$129K 0.09% 342
2022
Q4 		$214K Sell
2,623
-447
-15% -$34K 0.17% 93
2022
Q3 		$188K Buy
3,070
+1,035
+51% +$75.8K 0.17% 93
2022
Q2 		$143K Buy
2,035
+40
+2% +$2.93K 0.11% 220
2022
Q1 		$165K Buy
1,995
+1,109
+125% +$89.8K 0.11% 227
2021
Q4 		$77K Buy
+886
New +$83.2K 0.11% 293

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

Covestor's ORCL Position: Q1 2026 in Review

Covestor reduced its Oracle (ORCL) stake by 17% in Q1 2026, selling an estimated $30.1K and leaving 908 shares worth $134K. The position accounts for 0.09% of the portfolio, ranked #181.

Covestor first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $326K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Covestor held 908 shares of Oracle worth $134K as of Q1 2026.
  • Covestor sold 185 Oracle shares in Q1 2026, an estimated $30.1K.
  • Oracle made up 0.09% of Covestor's portfolio in Q1 2026, its #181 holding.
  • Covestor first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Oracle position peaked at $326K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.