Envestnet Asset Management
ORCL icon

Envestnet Asset Management’s Oracle ORCL Stock Holding History

Envestnet Asset Management’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 		$424M Buy
2,885,329
+87,817
+3% +$14.3M 0.11% 158
2025
Q4 		$545M Sell
2,797,512
-676,028
-19% -$161M 0.16% 102
2025
Q3 		$977M Sell
3,473,540
-193,197
-5% -$49.2M 0.28% 65
2025
Q2 		$802M Sell
3,666,737
-119,665
-3% -$19.3M 0.23% 80
2025
Q1 		$529M Sell
3,786,402
-194,399
-5% -$31.6M 0.17% 104
2024
Q4 		$663M Buy
3,980,801
+69,918
+2% +$12.4M 0.21% 79
2024
Q3 		$666M Buy
3,910,883
+319,053
+9% +$46.2M 0.22% 84
2024
Q2 		$507M Buy
3,591,830
+386,279
+12% +$48M 0.18% 99
2024
Q1 		$403M Buy
3,205,551
+267,349
+9% +$30.6M 0.15% 124
2023
Q4 		$310M Buy
2,938,202
+657,499
+29% +$71.8M 0.13% 151
2023
Q3 		$242M Buy
2,280,703
+407,134
+22% +$47.1M 0.11% 171
2023
Q2 		$223M Sell
1,873,569
-764,236
-29% -$79M 0.1% 177
2023
Q1 		$161M Buy
2,637,805
+903,277
+52% +$79.2M 0.08% 226
2022
Q4 		$142M Sell
1,734,528
-141,758
-8% -$10.8M 0.07% 240
2022
Q3 		$115M Sell
1,876,286
-18,785
-1% -$1.38M 0.07% 255
2022
Q2 		$132M Sell
1,895,071
-44,810
-2% -$3.28M 0.07% 231
2022
Q1 		$160M Buy
1,939,881
+13,498
+0.7% +$1.09M 0.08% 220
2021
Q4 		$168M Buy
1,926,383
+149,221
+8% +$14M 0.08% 212
2021
Q3 		$155M Buy
1,777,162
+17,121
+1% +$1.51M 0.09% 206
2021
Q2 		$137M Buy
1,760,041
+56,623
+3% +$4.43M 0.08% 220
2021
Q1 		$120M Buy
1,703,418
+211,197
+14% +$13.7M 0.08% 212
2020
Q4 		$96.5M Buy
1,492,221
+12,043
+0.8% +$717K 0.07% 212
2020
Q3 		$88.4M Sell
1,480,178
-66,194
-4% -$3.76M 0.08% 196
2020
Q2 		$85.5M Buy
1,546,372
+98,032
+7% +$5.19M 0.08% 190
2020
Q1 		$70M Sell
1,448,340
-273,539
-16% -$14.1M 0.08% 183
2019
Q4 		$91.2M Sell
1,721,879
-143,237
-8% -$7.88M 0.1% 160
2019
Q3 		$103M Buy
1,865,116
+86,336
+5% +$4.77M 0.11% 143
2019
Q2 		$101M Buy
1,778,780
+121,518
+7% +$6.58M 0.13% 121
2019
Q1 		$89M Buy
1,657,262
+133,360
+9% +$6.79M 0.12% 130
2018
Q4 		$68.8M Buy
1,523,902
+1,106,004
+265% +$53M 0.11% 147
2018
Q3 		$21.5M Sell
417,898
-260,050
-38% -$12.6M 0.04% 178
2018
Q2 		$29.9M Buy
677,948
+356,551
+111% +$16.4M 0.07% 134
2018
Q1 		$14.7M Sell
321,397
-1,039,258
-76% -$51.7M 0.04% 163
2017
Q4 		$64.3M Buy
1,360,655
+123,830
+10% +$6.07M 0.14% 84
2017
Q3 		$59.8M Sell
1,236,825
-35,384
-3% -$1.76M 0.14% 80
2017
Q2 		$63.8M Buy
1,272,209
+61,288
+5% +$2.79M 0.18% 74
2017
Q1 		$54M Buy
1,210,921
+176,567
+17% +$7.35M 0.17% 83
2016
Q4 		$39.8M Buy
1,034,354
+61,633
+6% +$2.41M 0.14% 103
2016
Q3 		$38.2M Buy
972,721
+12,730
+1% +$519K 0.15% 111
2016
Q2 		$39.3M Sell
959,991
-73,572
-7% -$2.94M 0.16% 106
2016
Q1 		$42.3M Buy
1,033,563
+28,921
+3% +$1.07M 0.18% 95
2015
Q4 		$36.7M Sell
1,004,642
-17,800
-2% -$680K 0.17% 114
2015
Q3 		$36.9M Sell
1,022,442
-122,890
-11% -$4.72M 0.18% 103
2015
Q2 		$46.2M Buy
1,145,332
+75,035
+7% +$3.25M 0.22% 87
2015
Q1 		$46.2M Buy
1,070,297
+1,034,553
+2,894% +$44.8M 0.24% 88
2014
Q4 		$1.61M Sell
35,744
-12,800
-26% -$521K 0.02% 433
2014
Q3 		$1.86M Buy
48,544
+2,276
+5% +$92.2K 0.02% 413
2014
Q2 		$1.88M Sell
46,268
-21,913
-32% -$902K 0.02% 386
2014
Q1 		$2.79M Buy
68,181
+7,360
+12% +$280K 0.03% 271
2013
Q4 		$2.33M Buy
60,821
+3,388
+6% +$116K 0.03% 288
2013
Q3 		$1.91M Sell
57,433
-18,112
-24% -$588K 0.02% 293
2013
Q2 		$2.32M Buy
+75,545
New +$2.51M 0.03% 259

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management's ORCL Position: Q1 2026 in Review

Envestnet Asset Management increased its Oracle (ORCL) stake by 3.1% in Q1 2026, buying an estimated $14.3M and bringing the position to 2,885,329 shares worth $424M. The position accounts for 0.11% of the portfolio, ranked #158.

Envestnet Asset Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $977M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Envestnet Asset Management held 2,885,329 shares of Oracle worth $424M as of Q1 2026.
  • Envestnet Asset Management bought 87,817 Oracle shares in Q1 2026, an estimated $14.3M.
  • Oracle made up 0.11% of Envestnet Asset Management's portfolio in Q1 2026, its #158 holding.
  • Envestnet Asset Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's Oracle position peaked at $977M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.