EH
ORCL icon

Equitable Holdings’s Oracle ORCL Stock Holding History

Equitable Holdings’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 		$17.4M Buy
90,217
+37,075
+70% +$6.03M 0.11% 170
2025
Q4 		$10.4M Buy
53,142
+1,005
+2% +$239K 0.07% 235
2025
Q3 		$14.7M Buy
52,137
+8,551
+20% +$2.18M 0.11% 172
2025
Q2 		$9.53M Buy
43,586
+6,083
+16% +$982K 0.08% 209
2025
Q1 		$5.24M Buy
37,503
+12,945
+53% +$2.11M 0.05% 282
2024
Q4 		$4.09M Buy
24,558
+3,826
+18% +$680K 0.04% 322
2024
Q3 		$3.53M Buy
20,732
+5,433
+36% +$787K 0.03% 349
2024
Q2 		$2.16M Buy
15,299
+784
+5% +$97.4K 0.02% 436
2024
Q1 		$1.82M Sell
14,515
-2,394
-14% -$274K 0.02% 469
2023
Q4 		$1.78M Buy
16,909
+3,088
+22% +$337K 0.02% 440
2023
Q3 		$1.46M Buy
13,821
+2,805
+25% +$325K 0.02% 444
2023
Q2 		$1.31M Buy
11,016
+690
+7% +$71.3K 0.02% 451
2023
Q1 		$959K Buy
10,326
+797
+8% +$69.9K 0.02% 474
2022
Q4 		$779K Sell
9,529
-194
-2% -$14.7K 0.01% 503
2022
Q3 		$594K Buy
9,723
+3,205
+49% +$235K 0.01% 521
2022
Q2 		$455K Buy
6,518
+142
+2% +$10.4K 0.01% 580
2022
Q1 		$527K Buy
6,376
+653
+11% +$52.9K 0.01% 563
2021
Q4 		$499K Buy
5,723
+91
+2% +$8.54K 0.01% 563
2021
Q3 		$491K Buy
5,632
+432
+8% +$38.2K 0.01% 548
2021
Q2 		$405K Buy
5,200
+278
+6% +$21.8K 0.01% 582
2021
Q1 		$345K Sell
4,922
-695
-12% -$45K 0.01% 584
2020
Q4 		$363K Buy
5,617
+536
+11% +$31.9K 0.01% 528
2020
Q3 		$303K Sell
5,081
-410
-7% -$23.3K 0.01% 513
2020
Q2 		$303K Buy
5,491
+751
+16% +$39.8K 0.01% 504
2020
Q1 		$229K Buy
4,740
+282
+6% +$14.6K 0.01% 515
2019
Q4 		$236K Buy
+4,458
New +$245K 0.01% 546

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

Equitable Holdings's ORCL Position: Q1 2026 in Review

Equitable Holdings increased its Oracle (ORCL) stake by 70% in Q1 2026, buying an estimated $6.03M and bringing the position to 90,217 shares worth $17.4M. The position accounts for 0.11% of the portfolio, ranked #170.

Equitable Holdings first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Equitable Holdings held 90,217 shares of Oracle worth $17.4M as of Q1 2026.
  • Equitable Holdings bought 37,075 Oracle shares in Q1 2026, an estimated $6.03M.
  • Oracle made up 0.11% of Equitable Holdings's portfolio in Q1 2026, its #170 holding.
  • Equitable Holdings first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.