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Denver PWM’s Oracle ORCL Stock Holding History

Denver PWM’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 		$1.65M Sell
8,399
-2,201
-21% -$358K 0.57% 32
2025
Q4 		$2.32M Hold
10,600
– – 0.77% 27
2025
Q3 		$2.32M Hold
10,600
– – 0.72% 28
2025
Q2 		$2.32M Buy
10,600
+1,091
+11% +$176K 0.72% 28
2025
Q1 		$1.33M Sell
9,509
-409
-4% -$66.6K 0.48% 35
2024
Q4 		$1.65M Sell
9,918
-64
-0.6% -$11.4K 0.64% 30
2024
Q3 		$1.7M Buy
9,982
+13
+0.1% +$1.88K 0.65% 28
2024
Q2 		$1.41M Buy
9,969
+96
+1% +$11.9K 0.56% 29
2024
Q1 		$1.23M Buy
9,873
+33
+0.3% +$3.78K 0.48% 35
2023
Q4 		$1.01M Sell
9,840
-272
-3% -$29.7K 0.47% 33
2023
Q3 		$1.08M Buy
10,112
+32
+0.3% +$3.7K 0.45% 42
2023
Q2 		$1.16M Hold
10,080
– – 0.48% 41
2023
Q1 		$974K Buy
10,080
+80
+0.8% +$7.01K 0.43% 44
2022
Q4 		$817K Buy
10,000
+43
+0.4% +$3.27K 0.39% 50
2022
Q3 		$628K Buy
9,957
+41
+0.4% +$3K 0.35% 55
2022
Q2 		$700K Buy
9,916
+41
+0.4% +$3K 0.33% 53
2022
Q1 		$810K Buy
9,875
+37
+0.4% +$3K 0.32% 56
2021
Q4 		$861K Sell
9,838
-466
-5% -$43.8K 0.33% 56
2021
Q3 		$898K Buy
10,304
+38
+0.4% +$3.36K 0.37% 54
2021
Q2 		$809K Buy
10,266
+124
+1% +$9.71K 0.34% 55
2021
Q1 		$605K Sell
10,142
-40
-0.4% -$2.59K 0.35% 45
2020
Q4 		$649K Buy
10,182
+40
+0.4% +$2.38K 0.32% 54
2020
Q3 		$605K Sell
10,142
-1,756
-15% -$99.8K 0.35% 45
2020
Q2 		$658K Buy
11,898
+54
+0.5% +$2.86K 0.4% 41
2020
Q1 		$573K Buy
11,844
+51
+0.4% +$2.63K 0.42% 44
2019
Q4 		$636K Buy
11,793
+52
+0.4% +$2.86K 0.37% 43
2019
Q3 		$644K Hold
11,741
– – 0.39% 41
2019
Q2 		$624K Buy
11,741
+100
+0.9% +$5.41K 0.4% 40
2019
Q1 		$626K Hold
11,641
– – 0.41% 37
2018
Q4 		$596K Buy
11,641
+43
+0.4% +$2.06K 0.43% 34
2018
Q3 		$574K Buy
+11,598
New +$563K 0.43% 39
2018
Q1 		$648K Buy
13,762
+57
+0.4% +$2.83K 0.58% 26
2017
Q4 		$684K Buy
13,705
+50
+0.4% +$2.45K 0.52% 32
2017
Q3 		$690K Buy
+13,655
New +$679K 0.54% 32

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

Denver PWM's ORCL Position: Q1 2026 in Review

Denver PWM reduced its Oracle (ORCL) stake by 21% in Q1 2026, selling an estimated $358K and leaving 8,399 shares worth $1.65M. The position accounts for 0.57% of the portfolio, ranked #32.

Denver PWM first reported a position in ORCL in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.32M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Denver PWM held 8,399 shares of Oracle worth $1.65M as of Q1 2026.
  • Denver PWM sold 2,201 Oracle shares in Q1 2026, an estimated $358K.
  • Oracle made up 0.57% of Denver PWM's portfolio in Q1 2026, its #32 holding.
  • Denver PWM first reported a position in Oracle in Q3 2017 and has held it in 34 quarters since.
  • Denver PWM's Oracle position peaked at $2.32M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.