Douglass Winthrop Advisors’s Oracle ORCL Stock Holding History

Douglass Winthrop Advisors’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	$2.06M	Buy	14,013 +33	+0.2%	+$5.36K	0.04%	117
2025 Q4	$2.72M	Buy	13,980 +406	+3%	+$96.7K	0.05%	102
2025 Q3	$3.82M	Buy	13,574 +7,239	+114%	+$1.84M	0.07%	85
2025 Q2	$1.39M	Sell	6,335 -76	-1%	-$12.3K	0.03%	128
2025 Q1	$896K	Sell	6,411 -1,339	-17%	-$218K	0.02%	146
2024 Q4	$1.29M	Buy	7,750 +1,289	+20%	+$229K	0.03%	127
2024 Q3	$1.1M	Buy	6,461 +12	+0.2%	+$1.74K	0.02%	133
2024 Q2	$911K	Sell	6,449 -654	-9%	-$81.2K	0.02%	139
2024 Q1	$892K	Sell	7,103 -7,590	-52%	-$869K	0.02%	143
2023 Q4	$1.55M	Sell	14,693 -57	-0.4%	-$6.22K	0.03%	103
2023 Q3	$1.56M	Buy	14,750 +3,357	+29%	+$389K	0.04%	102
2023 Q2	$1.36M	Hold	11,393	–	–	0.03%	108
2023 Q1	$1.06M	Sell	11,393 -1,000	-8%	-$87.7K	0.03%	118
2022 Q4	$1.01M	Sell	12,393 -2	-0%	-$152	0.03%	123
2022 Q3	$757K	Hold	12,395	–	–	0.02%	129
2022 Q2	$866K	Sell	12,395 -300	-2%	-$22K	0.02%	130
2022 Q1	$1.05M	Hold	12,695	–	–	0.02%	130
2021 Q4	$1.11M	Buy	12,695 +75	+0.6%	+$7.04K	0.02%	128
2021 Q3	$1.1M	Hold	12,620	–	–	0.03%	130
2021 Q2	$982K	Sell	12,620 -190	-1%	-$14.9K	0.02%	139
2021 Q1	$899K	Buy	12,810 +3,190	+33%	+$207K	0.02%	143
2020 Q4	$622K	Hold	9,620	–	–	0.02%	167
2020 Q3	$574K	Sell	9,620 -225	-2%	-$12.8K	0.02%	161
2020 Q2	$544K	Sell	9,845 -509	-5%	-$27K	0.02%	154
2020 Q1	$500K	Buy	10,354 +1,034	+11%	+$53.4K	0.02%	150
2019 Q4	$494K	Sell	9,320 -2,100	-18%	-$116K	0.02%	186
2019 Q3	$628K	Sell	11,420 -725	-6%	-$40K	0.02%	158
2019 Q2	$692K	Buy	12,145 +625	+5%	+$33.8K	0.03%	153
2019 Q1	$619K	Sell	11,520 -1,600	-12%	-$81.5K	0.03%	142
2018 Q4	$592K	Hold	13,120	–	–	0.03%	149
2018 Q3	$676K	Sell	13,120 -22,500	-63%	-$1.09M	0.03%	146
2018 Q2	$1.57M	Buy	35,620 +1,900	+6%	+$87.5K	0.07%	119
2018 Q1	$1.54M	Buy	33,720 +14,098	+72%	+$701K	0.08%	121
2017 Q4	$928K	Sell	19,622 -892	-4%	-$43.8K	0.05%	133
2017 Q3	$992K	Buy	20,514 +3,514	+21%	+$175K	0.06%	122
2017 Q2	$852K	Sell	17,000 -200	-1%	-$9.12K	0.05%	128
2017 Q1	$767K	Buy	17,200 +1,500	+10%	+$62.5K	0.05%	131
2016 Q4	$604K	Sell	15,700 -16,605	-51%	-$649K	0.04%	141
2016 Q3	$1.27M	Buy	32,305 +155	+0.5%	+$6.32K	0.09%	99
2016 Q2	$1.32M	Buy	32,150 +16,199	+102%	+$647K	0.09%	93
2016 Q1	$653K	Sell	15,951 -7,800	-33%	-$289K	0.05%	141
2015 Q4	$868K	Sell	23,751 -48	-0.2%	-$1.83K	0.06%	127
2015 Q3	$860K	Buy	23,799 +3,150	+15%	+$121K	0.07%	128
2015 Q2	$891K	Hold	20,649	–	–	0.07%	131
2015 Q1	$891K	Buy	20,649 +10,250	+99%	+$444K	0.07%	131
2014 Q4	$468K	Buy	10,399 +1,398	+16%	+$56.9K	0.04%	133
2014 Q3	$345K	Hold	9,001	–	–	0.03%	154
2014 Q2	$365K	Hold	9,001	–	–	0.03%	146
2014 Q1	$368K	Sell	9,001 -2,460	-21%	-$93.6K	0.04%	141
2013 Q4	$438K	Buy	11,461 +35	+0.3%	+$1.2K	0.05%	123
2013 Q3	$379K	Buy	11,426 +626	+6%	+$20.3K	0.04%	124
2013 Q2	$332K	Buy	+10,800	New	+$358K	0.04%	133

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

Douglass Winthrop Advisors's ORCL Position: Q1 2026 in Review

Douglass Winthrop Advisors increased its Oracle (ORCL) stake by 0.24% in Q1 2026, buying an estimated $5.36K and bringing the position to 14,013 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #117.

Douglass Winthrop Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.82M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Douglass Winthrop Advisors held 14,013 shares of Oracle worth $2.06M as of Q1 2026.
Douglass Winthrop Advisors bought 33 Oracle shares in Q1 2026, an estimated $5.36K.
Oracle made up 0.04% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #117 holding.
Douglass Winthrop Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Douglass Winthrop Advisors's Oracle position peaked at $3.82M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.