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Equitable Trust’s Oracle ORCL Stock Holding History

Equitable Trust’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 		$12M Buy
81,885
+1,533
+2% +$249K 0.56% 41
2025
Q4 		$15.7M Sell
80,352
-11,910
-13% -$2.84M 0.7% 31
2025
Q3 		$25.9M Sell
92,262
-9,386
-9% -$2.39M 1.19% 15
2025
Q2 		$22.2M Buy
101,648
+39,439
+63% +$6.37M 1.11% 21
2025
Q1 		$8.7M Buy
62,209
+26,544
+74% +$4.32M 0.48% 43
2024
Q4 		$5.94M Buy
35,665
+16,376
+85% +$2.91M 0.33% 56
2024
Q3 		$3.29M Buy
19,289
+2,610
+16% +$378K 0.21% 102
2024
Q2 		$2.36M Buy
16,679
+1,769
+12% +$220K 0.16% 123
2024
Q1 		$1.87M Buy
14,910
+1,578
+12% +$181K 0.13% 136
2023
Q4 		$1.41M Buy
13,332
+79
+0.6% +$8.62K 0.11% 145
2023
Q3 		$1.4M Buy
13,253
+254
+2% +$29.4K 0.12% 140
2023
Q2 		$1.55M Hold
12,999
– – 0.12% 132
2023
Q1 		$1.21M Sell
12,999
-720
-5% -$63.1K 0.1% 155
2022
Q4 		$1.12M Buy
13,719
+231
+2% +$17.6K 0.09% 167
2022
Q3 		$824K Buy
13,488
+550
+4% +$40.3K 0.07% 184
2022
Q2 		$904K Sell
12,938
-50
-0.4% -$3.66K 0.07% 189
2022
Q1 		$1.07M Buy
12,988
+1,875
+17% +$152K 0.07% 170
2021
Q4 		$969K Buy
11,113
+820
+8% +$77K 0.06% 181
2021
Q3 		$897K Buy
10,293
+275
+3% +$24.3K 0.06% 190
2021
Q2 		$780K Sell
10,018
-672
-6% -$52.6K 0.05% 205
2021
Q1 		$750K Hold
10,690
– – 0.06% 201
2020
Q4 		$692K Sell
10,690
-9,181
-46% -$547K 0.05% 217
2020
Q3 		$1.19M Sell
19,871
-120
-0.6% -$6.82K 0.1% 152
2020
Q2 		$1.1M Sell
19,991
-20
-0.1% -$1.06K 0.1% 149
2020
Q1 		$967K Buy
20,011
+495
+3% +$25.5K 0.11% 151
2019
Q4 		$1.03M Sell
19,516
-76,914
-80% -$4.23M 0.1% 147
2019
Q3 		$5.31M Buy
96,430
+478
+0.5% +$26.4K 0.56% 53
2019
Q2 		$5.47M Buy
95,952
+6,366
+7% +$344K 0.58% 49
2019
Q1 		$4.81M Sell
89,586
-6,263
-7% -$319K 0.56% 55
2018
Q4 		$4.33M Sell
95,849
-2,905
-3% -$139K 0.57% 51
2018
Q3 		$5.09M Sell
98,754
-6,568
-6% -$319K 0.59% 50
2018
Q2 		$4.64M Buy
+105,322
New +$4.85M 0.59% 53

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 Trust's ORCL Position: Q1 2026 in Review

Equitable Trust increased its Oracle (ORCL) stake by 1.9% in Q1 2026, buying an estimated $249K and bringing the position to 81,885 shares worth $12M. The position accounts for 0.56% of the portfolio, ranked #41.

Equitable Trust first reported a position in ORCL in Q2 2018 and has held it in 32 quarters since. The position peaked at $25.9M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Equitable Trust held 81,885 shares of Oracle worth $12M as of Q1 2026.
  • Equitable Trust bought 1,533 Oracle shares in Q1 2026, an estimated $249K.
  • Oracle made up 0.56% of Equitable Trust's portfolio in Q1 2026, its #41 holding.
  • Equitable Trust first reported a position in Oracle in Q2 2018 and has held it in 32 quarters since.
  • Equitable Trust's Oracle position peaked at $25.9M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.