Edgemoor Investment Advisors’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 | $1.32M | Hold |
8,999
| – | – | 0.1% | 91 |
|
|
2025
Q4 | $1.75M | Buy |
8,999
+18
| +0.2% | +$4.29K | 0.14% | 80 |
|
|
2025
Q3 | $2.53M | Sell |
8,981
-25
| -0.3% | -$6.37K | 0.19% | 70 |
|
|
2025
Q2 | $1.97M | Buy |
9,006
+75
| +0.8% | +$12.1K | 0.17% | 73 |
|
|
2025
Q1 | $1.25M | Buy |
8,931
+46
| +0.5% | +$7.49K | 0.11% | 86 |
|
|
2024
Q4 | $1.48M | Hold |
8,885
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $1.51M | Hold |
8,885
| – | – | 0.13% | 78 |
|
|
2024
Q2 | $1.25M | Hold |
8,885
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $1.12M | Hold |
8,885
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $937K | Hold |
8,885
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $941K | Hold |
8,885
| – | – | 0.11% | 87 |
|
|
2023
Q2 | $1.06M | Hold |
8,885
| – | – | 0.12% | 84 |
|
|
2023
Q1 | $826K | Hold |
8,885
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $726K | Hold |
8,885
| – | – | 0.09% | 98 |
|
|
2022
Q3 | $543K | Hold |
8,885
| – | – | 0.07% | 99 |
|
|
2022
Q2 | $621K | Hold |
8,885
| – | – | 0.08% | 99 |
|
|
2022
Q1 | $735K | Hold |
8,885
| – | – | 0.08% | 97 |
|
|
2021
Q4 | $775K | Hold |
8,885
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $774K | Hold |
8,885
| – | – | 0.09% | 85 |
|
|
2021
Q2 | $692K | Hold |
8,885
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $623K | Hold |
8,885
| – | – | 0.06% | 90 |
|
|
2020
Q4 | $575K | Sell |
8,885
-114
| -1% | -$6.79K | 0.06% | 85 |
|
|
2020
Q3 | $537K | Buy |
8,999
+1
| +0% | +$57 | 0.07% | 86 |
|
|
2020
Q2 | $497K | Hold |
8,998
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $435K | Hold |
8,998
| – | – | 0.07% | 84 |
|
|
2019
Q4 | $477K | Hold |
8,998
| – | – | 0.05% | 97 |
|
|
2019
Q3 | $495K | Hold |
8,998
| – | – | 0.06% | 95 |
|
|
2019
Q2 | $513K | Sell |
8,998
-1,441
| -14% | -$78K | 0.06% | 97 |
|
|
2019
Q1 | $561K | Hold |
10,439
| – | – | 0.07% | 96 |
|
|
2018
Q4 | $471K | Hold |
10,439
| – | – | 0.07% | 96 |
|
|
2018
Q3 | $538K | Hold |
10,439
| – | – | 0.07% | 95 |
|
|
2018
Q2 | $460K | Sell |
10,439
-510
| -5% | -$23.5K | 0.06% | 99 |
|
|
2018
Q1 | $501K | Sell |
10,949
-238
| -2% | -$11.8K | 0.07% | 100 |
|
|
2017
Q4 | $555K | Buy |
+11,187
| New | +$549K | 0.07% | 96 |
|
Other funds holding ORCL
VCM
VPM
Edgemoor Investment Advisors's ORCL Position: Q1 2026 in Review
Edgemoor Investment Advisors held its Oracle (ORCL) position steady in Q1 2026 at 8,999 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #91.
Edgemoor Investment Advisors first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.53M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Edgemoor Investment Advisors held 8,999 shares of Oracle worth $1.32M as of Q1 2026.
- Edgemoor Investment Advisors left its Oracle share count unchanged in Q1 2026.
- Oracle made up 0.1% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #91 holding.
- Edgemoor Investment Advisors first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
- Edgemoor Investment Advisors's Oracle position peaked at $2.53M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.