EFS
ORCL icon

Essex Financial Services’s Oracle ORCL Stock Holding History

Essex Financial Services’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 		$3.24M Sell
22,020
-1,475
-6% -$240K 0.18% 121
2025
Q4 		$4.58M Buy
23,495
+466
+2% +$111K 0.26% 81
2025
Q3 		$6.48M Buy
23,029
+94
+0.4% +$23.9K 0.39% 53
2025
Q2 		$5.01M Buy
22,935
+852
+4% +$138K 0.33% 71
2025
Q1 		$3.09M Sell
22,083
-481
-2% -$78.3K 0.22% 101
2024
Q4 		$3.76M Buy
22,564
+136
+0.6% +$24.2K 0.27% 83
2024
Q3 		$3.93M Sell
22,428
-594
-3% -$86K 0.28% 78
2024
Q2 		$2.97M Buy
23,022
+2,666
+13% +$331K 0.22% 95
2024
Q1 		$2.56M Sell
20,356
-929
-4% -$106K 0.24% 92
2023
Q4 		$2.24M Buy
21,285
+663
+3% +$72.4K 0.23% 93
2023
Q3 		$2.18M Buy
20,622
+141
+0.7% +$16.3K 0.25% 85
2023
Q2 		$2.44M Sell
20,481
-3,538
-15% -$366K 0.28% 79
2023
Q1 		$2.23M Buy
24,019
+584
+2% +$51.2K 0.24% 102
2022
Q4 		$1.92M Sell
23,435
-2
-0% -$152 0.2% 106
2022
Q3 		$1.43M Buy
23,437
+174
+0.7% +$12.7K 0.17% 124
2022
Q2 		$1.63M Buy
23,263
+2,215
+11% +$162K 0.18% 116
2022
Q1 		$1.74M Buy
21,048
+2,259
+12% +$183K 0.17% 129
2021
Q4 		$1.64M Buy
18,789
+554
+3% +$52K 0.16% 134
2021
Q3 		$1.59M Buy
18,235
+4,102
+29% +$362K 0.18% 130
2021
Q2 		$992K Hold
14,133
– – 0.14% 150
2021
Q1 		$992K Buy
14,133
+2,678
+23% +$173K 0.18% 128
2020
Q4 		$741K Buy
11,455
+249
+2% +$14.8K 0.15% 144
2020
Q3 		$669K Sell
11,206
-14,114
-56% -$802K 0.16% 127
2020
Q2 		$1.4M Buy
25,320
+14,527
+135% +$770K 0.43% 60
2020
Q1 		$522K Buy
10,793
+450
+4% +$23.2K 0.19% 122
2019
Q4 		$548K Buy
10,343
+2,603
+34% +$143K 0.15% 140
2019
Q3 		$426K Sell
7,740
-1,119
-13% -$61.8K 0.14% 152
2019
Q2 		$505K Buy
8,859
+53
+0.6% +$2.87K 0.15% 137
2019
Q1 		$473K Sell
8,806
-943
-10% -$48K 0.14% 133
2018
Q4 		$440K Sell
9,749
-1,120
-10% -$53.7K 0.13% 141
2018
Q3 		$560K Buy
10,869
+445
+4% +$21.6K 0.12% 149
2018
Q2 		$459K Buy
10,424
+2,188
+27% +$101K 0.11% 164
2018
Q1 		$377K Sell
8,236
-2,940
-26% -$146K 0.07% 232
2017
Q4 		$528K Sell
11,176
-44
-0.4% -$2.16K 0.13% 146
2017
Q3 		$542K Buy
11,220
+495
+5% +$24.6K 0.13% 145
2017
Q2 		$538K Sell
10,725
-3,157
-23% -$144K 0.11% 178
2017
Q1 		$619K Sell
13,882
-669
-5% -$27.9K 0.14% 156
2016
Q4 		$559K Buy
14,551
+1,600
+12% +$62.6K 0.12% 162
2016
Q3 		$509K Buy
12,951
+1,514
+13% +$61.7K 0.12% 163
2016
Q2 		$468K Buy
11,437
+208
+2% +$8.31K 0.11% 174
2016
Q1 		$459K Sell
11,229
-508
-4% -$18.8K 0.11% 180
2015
Q4 		$429K Sell
11,737
-893
-7% -$34.1K 0.1% 197
2015
Q3 		$456K Sell
12,630
-1,618
-11% -$62.2K 0.12% 185
2015
Q2 		$574K Sell
14,248
-1,600
-10% -$69.4K 0.15% 157
2015
Q1 		$684K Sell
15,848
-248
-2% -$10.7K 0.18% 139
2014
Q4 		$724K Sell
16,096
-309
-2% -$12.6K 0.19% 131
2014
Q3 		$628K Sell
16,405
-950
-5% -$38.5K 0.19% 133
2014
Q2 		$703K Hold
17,355
– – 0.21% 117
2014
Q1 		$710K Buy
17,355
+283
+2% +$10.8K 0.23% 107
2013
Q4 		$653K Buy
17,072
+1,297
+8% +$44.6K 0.22% 108
2013
Q3 		$524 Sell
15,775
-569
-3% -$18.5K 0.16% 125
2013
Q2 		$502K Buy
+16,344
New +$542K 0.18% 129

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

Essex Financial Services's ORCL Position: Q1 2026 in Review

Essex Financial Services reduced its Oracle (ORCL) stake by 6.3% in Q1 2026, selling an estimated $240K and leaving 22,020 shares worth $3.24M. The position accounts for 0.18% of the portfolio, ranked #121.

Essex Financial Services first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.48M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Essex Financial Services held 22,020 shares of Oracle worth $3.24M as of Q1 2026.
  • Essex Financial Services sold 1,475 Oracle shares in Q1 2026, an estimated $240K.
  • Oracle made up 0.18% of Essex Financial Services's portfolio in Q1 2026, its #121 holding.
  • Essex Financial Services first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Oracle position peaked at $6.48M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.