Ellevest Inc’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 | $1.07M | Buy |
7,287
+1,125
| +18% | +$183K | 0.15% | 94 |
|
|
2025
Q4 | $1.2M | Buy |
6,162
+25
| +0.4% | +$5.95K | 0.17% | 84 |
|
|
2025
Q3 | $1.73M | Sell |
6,137
-378
| -6% | -$96.3K | 0.25% | 58 |
|
|
2025
Q2 | $1.42M | Sell |
6,515
-379
| -5% | -$61.2K | 0.23% | 65 |
|
|
2025
Q1 | $964K | Buy |
6,894
+365
| +6% | +$59.4K | 0.06% | 107 |
|
|
2024
Q4 | $1.09M | Buy |
6,529
+5
| +0.1% | +$888 | 0.06% | 98 |
|
|
2024
Q3 | $1.11M | Sell |
6,524
-216
| -3% | -$31.3K | 0.06% | 100 |
|
|
2024
Q2 | $952K | Buy |
6,740
+76
| +1% | +$9.44K | 0.06% | 100 |
|
|
2024
Q1 | $837K | Buy |
6,664
+159
| +2% | +$18.2K | 0.05% | 121 |
|
|
2023
Q4 | $686K | Buy |
6,505
+387
| +6% | +$42.2K | 0.05% | 133 |
|
|
2023
Q3 | $648K | Buy |
6,118
+189
| +3% | +$21.9K | 0.05% | 112 |
|
|
2023
Q2 | $706K | Buy |
5,929
+1,236
| +26% | +$128K | 0.05% | 96 |
|
|
2023
Q1 | $436K | Buy |
4,693
+3,052
| +186% | +$268K | 0.03% | 162 |
|
|
2022
Q4 | $134K | Buy |
1,641
+448
| +38% | +$34K | 0.01% | 376 |
|
|
2022
Q3 | $73K | Sell |
1,193
-36
| -3% | -$2.64K | 0.01% | 485 |
|
|
2022
Q2 | $86K | Buy |
1,229
+145
| +13% | +$10.6K | 0.01% | 446 |
|
|
2022
Q1 | $90K | Buy |
1,084
+378
| +54% | +$30.6K | 0.01% | 426 |
|
|
2021
Q4 | $62K | Sell |
706
-2,916
| -81% | -$274K | 0.01% | 468 |
|
|
2021
Q3 | $316K | Buy |
3,622
+291
| +9% | +$25.7K | 0.03% | 183 |
|
|
2021
Q2 | $259K | Buy |
3,331
+3,110
| +1,407% | +$243K | 0.03% | 200 |
|
|
2021
Q1 | $16K | Buy |
221
+86
| +64% | +$5.57K | ﹤0.01% | 704 |
|
|
2020
Q4 | $9K | Sell |
135
-271
| -67% | -$16.1K | ﹤0.01% | 756 |
|
|
2020
Q3 | $24K | Buy |
406
+265
| +188% | +$15.1K | ﹤0.01% | 497 |
|
|
2020
Q2 | $8K | Sell |
141
-656
| -82% | -$34.8K | ﹤0.01% | 660 |
|
|
2020
Q1 | $39K | Buy |
797
+221
| +38% | +$11.4K | 0.01% | 278 |
|
|
2019
Q4 | $31K | Sell |
576
-12
| -2% | -$661 | 0.01% | 323 |
|
|
2019
Q3 | $32K | Buy |
588
+88
| +18% | +$4.86K | 0.01% | 153 |
|
|
2019
Q2 | $28K | Hold |
500
| – | – | 0.01% | 177 |
|
|
2019
Q1 | $27K | Hold |
500
| – | – | 0.01% | 132 |
|
|
2018
Q4 | $23K | Buy |
+500
| New | +$24K | 0.01% | 303 |
|
Other funds holding ORCL
VCM
VPM
Ellevest Inc's ORCL Position: Q1 2026 in Review
Ellevest Inc increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $183K and bringing the position to 7,287 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #94.
Ellevest Inc first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.73M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Ellevest Inc held 7,287 shares of Oracle worth $1.07M as of Q1 2026.
- Ellevest Inc bought 1,125 Oracle shares in Q1 2026, an estimated $183K.
- Oracle made up 0.15% of Ellevest Inc's portfolio in Q1 2026, its #94 holding.
- Ellevest Inc first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
- Ellevest Inc's Oracle position peaked at $1.73M in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.