Emerald Advisers’s Oracle ORCL Stock Holding History

Emerald Advisers’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	$292K	Sell	1,987 -172	-8%	-$28K	0.01%	203
2025 Q4	$421K	Buy	2,159 +121	+6%	+$28.8K	0.01%	183
2025 Q3	$573K	Hold	2,038	–	–	0.02%	179
2025 Q2	$446K	Sell	2,038 -93	-4%	-$15K	0.02%	185
2025 Q1	$298K	Sell	2,131 -513	-19%	-$83.5K	0.01%	191
2024 Q4	$441K	Buy	+2,644	New	+$470K	0.02%	182
2015 Q2	–	Sell	-12,401	Closed	-$552K	–	362
2015 Q1	$552K	Hold	12,401	–	–	0.03%	275
2014 Q4	$558K	Hold	12,401	–	–	0.03%	266
2014 Q3	$475K	Sell	12,401 -5,192	-30%	-$210K	0.03%	277
2014 Q2	$713K	Sell	17,593 -1,660	-9%	-$68.3K	0.04%	269
2014 Q1	$788K	Sell	19,253 -4,569	-19%	-$174K	0.04%	268
2013 Q4	$911K	Hold	23,822	–	–	0.05%	249
2013 Q3	$790K	Buy	23,822 +1,517	+7%	+$49.2K	0.04%	255
2013 Q2	$685K	Buy	+22,305	New	+$740K	0.04%	255

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

Emerald Advisers's ORCL Position: Q1 2026 in Review

Emerald Advisers reduced its Oracle (ORCL) stake by 8% in Q1 2026, selling an estimated $28K and leaving 1,987 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #203.

Emerald Advisers first reported a position in ORCL in Q2 2013 and has held it in 14 quarters since. The position peaked at $911K in Q4 2013. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Emerald Advisers held 1,987 shares of Oracle worth $292K as of Q1 2026.
Emerald Advisers sold 172 Oracle shares in Q1 2026, an estimated $28K.
Oracle made up 0.01% of Emerald Advisers's portfolio in Q1 2026, its #203 holding.
Emerald Advisers first reported a position in Oracle in Q2 2013 and has held it in 14 quarters since.
Emerald Advisers's Oracle position peaked at $911K in Q4 2013.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Emerald Advisers's 13F filing for Q1 2026, filed 4 May 2026.