Creative Financial Designs’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 | $783K | Sell |
5,322
-754
| -12% | -$123K | 0.05% | 263 |
|
|
2025
Q4 | $1.18M | Buy |
6,076
+335
| +6% | +$79.8K | 0.07% | 212 |
|
|
2025
Q3 | $1.61M | Sell |
5,741
-2
| -0% | -$509 | 0.11% | 165 |
|
|
2025
Q2 | $1.26M | Sell |
5,743
-47
| -0.8% | -$7.59K | 0.09% | 189 |
|
|
2025
Q1 | $810K | Buy |
5,790
+37
| +0.6% | +$6.02K | 0.06% | 221 |
|
|
2024
Q4 | $959K | Buy |
5,753
+189
| +3% | +$33.6K | 0.08% | 199 |
|
|
2024
Q3 | $948K | Buy |
5,564
+73
| +1% | +$10.6K | 0.08% | 199 |
|
|
2024
Q2 | $775K | Buy |
5,491
+12
| +0.2% | +$1.49K | 0.07% | 210 |
|
|
2024
Q1 | $688K | Sell |
5,479
-71
| -1% | -$8.13K | 0.07% | 213 |
|
|
2023
Q4 | $585K | Buy |
5,550
+59
| +1% | +$6.44K | 0.06% | 219 |
|
|
2023
Q3 | $582K | Buy |
5,491
+723
| +15% | +$83.7K | 0.07% | 192 |
|
|
2023
Q2 | $568K | Buy |
4,768
+2
| +0% | +$207 | 0.07% | 196 |
|
|
2023
Q1 | $443K | Hold |
4,766
| – | – | 0.06% | 221 |
|
|
2022
Q4 | $390K | Hold |
4,766
| – | – | 0.06% | 234 |
|
|
2022
Q3 | $291K | Sell |
4,766
-339
| -7% | -$24.8K | 0.05% | 249 |
|
|
2022
Q2 | $357K | Buy |
5,105
+339
| +7% | +$24.8K | 0.06% | 219 |
|
|
2022
Q1 | $394K | Hold |
4,766
| – | – | 0.06% | 221 |
|
|
2021
Q4 | $416K | Sell |
4,766
-44
| -0.9% | -$4.13K | 0.06% | 213 |
|
|
2021
Q3 | $419K | Hold |
4,810
| – | – | 0.07% | 203 |
|
|
2021
Q2 | $374K | Hold |
4,810
| – | – | 0.06% | 210 |
|
|
2021
Q1 | $338K | Buy |
4,810
+4,500
| +1,452% | +$291K | 0.07% | 212 |
|
|
2020
Q4 | $20K | Sell |
310
-4,500
| -94% | -$268K | ﹤0.01% | 721 |
|
|
2020
Q3 | $287K | Hold |
4,810
| – | – | 0.07% | 200 |
|
|
2020
Q2 | $266K | Buy |
4,810
+210
| +5% | +$11.1K | 0.08% | 179 |
|
|
2020
Q1 | $222K | Hold |
4,600
| – | – | 0.11% | 112 |
|
|
2019
Q4 | $248K | Hold |
4,600
| – | – | 0.11% | 134 |
|
|
2019
Q3 | $244K | Sell |
4,600
-256
| -5% | -$14.1K | 0.13% | 127 |
|
|
2019
Q2 | $289K | Buy |
4,856
+4,500
| +1,264% | +$243K | 0.16% | 107 |
|
|
2019
Q1 | $19K | Buy |
356
+100
| +39% | +$5.09K | 0.01% | 312 |
|
|
2018
Q4 | $12K | Buy |
256
+206
| +412% | +$9.87K | 0.01% | 343 |
|
|
2018
Q3 | $3K | Sell |
50
-4,600
| -99% | -$223K | ﹤0.01% | 613 |
|
|
2018
Q2 | $205K | Buy |
4,650
+100
| +2% | +$4.61K | 0.12% | 120 |
|
|
2018
Q1 | $208K | Hold |
4,550
| – | – | 0.13% | 109 |
|
|
2017
Q4 | $215K | Sell |
4,550
-113
| -2% | -$5.54K | 0.15% | 108 |
|
|
2017
Q3 | $225K | Buy |
4,663
+1
| +0% | +$50 | 0.13% | 129 |
|
|
2017
Q2 | $234K | Buy |
4,662
+112
| +2% | +$5.1K | 0.15% | 122 |
|
|
2017
Q1 | $203K | Sell |
4,550
-6
| -0.1% | -$250 | 0.15% | 128 |
|
|
2016
Q4 | $175K | Buy |
+4,556
| New | +$178K | 0.14% | 123 |
|
Other funds holding ORCL
VCM
VPM
Creative Financial Designs's ORCL Position: Q1 2026 in Review
Creative Financial Designs reduced its Oracle (ORCL) stake by 12% in Q1 2026, selling an estimated $123K and leaving 5,322 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #263.
Creative Financial Designs first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.61M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Creative Financial Designs held 5,322 shares of Oracle worth $783K as of Q1 2026.
- Creative Financial Designs sold 754 Oracle shares in Q1 2026, an estimated $123K.
- Oracle made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #263 holding.
- Creative Financial Designs first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Oracle position peaked at $1.61M in Q3 2025.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.