Essex Investment Management’s Oracle ORCL Stock Holding History

Essex Investment 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	$147K	Hold	1,000	–	–	0.02%	216
2025 Q4	$195K	Hold	1,000	–	–	0.03%	208
2025 Q3	$281K	Hold	1,000	–	–	0.04%	185
2025 Q2	$219K	Hold	1,000	–	–	0.04%	192
2025 Q1	$140K	Hold	1,000	–	–	0.03%	204
2024 Q4	$167K	Hold	1,000	–	–	0.03%	201
2024 Q3	$170K	Hold	1,000	–	–	0.03%	202
2024 Q2	$141K	Hold	1,000	–	–	0.03%	208
2024 Q1	$126K	Hold	1,000	–	–	0.02%	218
2023 Q4	$105K	Hold	1,000	–	–	0.02%	242
2023 Q3	$106K	Hold	1,000	–	–	0.02%	293
2023 Q2	$119K	Hold	1,000	–	–	0.02%	300
2023 Q1	$92.9K	Hold	1,000	–	–	0.01%	309
2022 Q4	$82K	Hold	1,000	–	–	0.01%	307
2022 Q3	$61K	Hold	1,000	–	–	0.01%	312
2022 Q2	$70K	Hold	1,000	–	–	0.01%	322
2022 Q1	$83K	Hold	1,000	–	–	0.01%	321
2021 Q4	$87K	Hold	1,000	–	–	0.01%	329
2021 Q3	$87K	Hold	1,000	–	–	0.01%	339
2021 Q2	$78K	Hold	1,000	–	–	0.01%	344
2021 Q1	$70K	Hold	1,000	–	–	0.01%	364
2020 Q4	$65K	Hold	1,000	–	–	0.01%	389
2020 Q3	$60K	Buy	+1,000	New	+$56.8K	0.01%	384

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

Essex Investment Management's ORCL Position: Q1 2026 in Review

Essex Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 1,000 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #216.

Essex Investment Management first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $281K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Essex Investment Management held 1,000 shares of Oracle worth $147K as of Q1 2026.
Essex Investment Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.02% of Essex Investment Management's portfolio in Q1 2026, its #216 holding.
Essex Investment Management first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
Essex Investment Management's Oracle position peaked at $281K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.