Eagle Global Advisors’s Oracle ORCL Stock Holding History

Eagle Global 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	–	Sell	-1,317	Closed	-$257K	–	289
2025 Q4	$257K	Hold	1,317	–	–	0.01%	256
2025 Q3	$371K	Hold	1,317	–	–	0.01%	233
2025 Q2	$288K	Buy	+1,317	New	+$213K	0.01%	240
2025 Q1	–	Sell	-2,017	Closed	-$336K	–	283
2024 Q4	$336K	Hold	2,017	–	–	0.01%	224
2024 Q3	$344K	Hold	2,017	–	–	0.02%	206
2024 Q2	$285K	Sell	2,017 -1,699	-46%	-$211K	0.02%	213
2024 Q1	$467K	Buy	3,716 +416	+13%	+$47.6K	0.03%	179
2023 Q4	$348K	Hold	3,300	–	–	0.02%	187
2023 Q3	$350K	Hold	3,300	–	–	0.02%	185
2023 Q2	$393K	Sell	3,300 -200	-6%	-$20.7K	0.03%	178
2023 Q1	$325K	Hold	3,500	–	–	0.02%	187
2022 Q4	$286K	Hold	3,500	–	–	0.02%	192
2022 Q3	$214K	Hold	3,500	–	–	0.02%	206
2022 Q2	$245K	Sell	3,500 -98	-3%	-$7.17K	0.02%	201
2022 Q1	$298K	Hold	3,598	–	–	0.02%	202
2021 Q4	$314K	Hold	3,598	–	–	0.02%	202
2021 Q3	$313K	Buy	3,598 +98	+3%	+$8.66K	0.02%	198
2021 Q2	$272K	Hold	3,500	–	–	0.02%	221
2021 Q1	$246K	Sell	3,500 -200	-5%	-$12.9K	0.02%	228
2020 Q4	$239K	Hold	3,700	–	–	0.02%	198
2020 Q3	$221K	Sell	3,700 -1,500	-29%	-$85.2K	0.02%	191
2020 Q2	$287K	Hold	5,200	–	–	0.03%	172
2020 Q1	$251K	Hold	5,200	–	–	0.03%	167
2019 Q4	$275K	Sell	5,200 -350	-6%	-$19.3K	0.01%	195
2019 Q3	$305K	Hold	5,550	–	–	0.01%	184
2019 Q2	$316K	Sell	5,550 -633	-10%	-$34.3K	0.01%	194
2019 Q1	$332K	Buy	6,183 +133	+2%	+$6.78K	0.01%	184
2018 Q4	$273K	Hold	6,050	–	–	0.01%	192
2018 Q3	$312K	Hold	6,050	–	–	0.01%	193
2018 Q2	$267K	Hold	6,050	–	–	0.01%	212
2018 Q1	$277K	Hold	6,050	–	–	0.01%	206
2017 Q4	$286K	Hold	6,050	–	–	0.01%	212
2017 Q3	$293K	Sell	6,050 -4,452	-42%	-$222K	0.01%	209
2017 Q2	$527K	Buy	10,502 +4,452	+74%	+$203K	0.02%	209
2017 Q1	$270K	Hold	6,050	–	–	0.01%	305
2016 Q4	$233K	Hold	6,050	–	–	0.01%	306
2016 Q3	$238K	Hold	6,050	–	–	0.01%	295
2016 Q2	$248K	Sell	6,050 -400	-6%	-$16K	0.01%	289
2016 Q1	$264K	Hold	6,450	–	–	0.01%	286
2015 Q4	$236K	Sell	6,450 -2,200	-25%	-$84K	0.01%	304
2015 Q3	$312K	Hold	8,650	–	–	0.01%	268
2015 Q2	$349K	Sell	8,650 -200	-2%	-$8.68K	0.01%	269
2015 Q1	$382K	Hold	8,850	–	–	0.01%	229
2014 Q4	$398K	Hold	8,850	–	–	0.01%	225
2014 Q3	$339K	Hold	8,850	–	–	0.01%	234
2014 Q2	$359K	Hold	8,850	–	–	0.01%	212
2014 Q1	$362K	Buy	8,850 +2,400	+37%	+$91.4K	0.01%	188
2013 Q4	$247K	Sell	6,450 -600	-9%	-$20.6K	0.01%	217
2013 Q3	$234K	Sell	7,050 -300	-4%	-$9.73K	0.01%	218
2013 Q2	$226K	Buy	+7,350	New	+$244K	0.01%	209

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

Eagle Global Advisors's ORCL Position: Q1 2026 in Review

Eagle Global Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,317 shares — an estimated $257K sold.

Eagle Global Advisors first reported a position in ORCL in Q2 2013 and held it in 50 quarters. The position peaked at $527K in Q2 2017. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Eagle Global Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Eagle Global Advisors sold 1,317 Oracle shares in Q1 2026, an estimated $257K.
Eagle Global Advisors first reported a position in Oracle in Q2 2013 and held it in 50 quarters.
Eagle Global Advisors's Oracle position peaked at $527K in Q2 2017.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.