Estabrook Capital Management’s Oracle ORCL Stock Holding History

Estabrook Capital 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	$232K	Buy	1,575 +13	+0.8%	+$2.11K	0.03%	115
2025 Q4	$304K	Sell	1,562 -588	-27%	-$140K	0.04%	108
2025 Q3	$605K	Hold	2,150	–	–	0.09%	88
2025 Q2	$470K	Sell	2,150 -982	-31%	-$159K	0.07%	93
2025 Q1	$438K	Hold	3,132	–	–	0.07%	97
2024 Q4	$522K	Sell	3,132 -475	-13%	-$84.4K	0.08%	93
2024 Q3	$615K	Hold	3,607	–	–	0.09%	94
2024 Q2	$509K	Sell	3,607 -560	-13%	-$69.5K	0.08%	101
2024 Q1	$523K	Hold	4,167	–	–	0.08%	100
2023 Q4	$439K	Hold	4,167	–	–	0.07%	101
2023 Q3	$441K	Sell	4,167 -200	-5%	-$23.1K	0.08%	99
2023 Q2	$520K	Hold	4,367	–	–	0.09%	98
2023 Q1	$406K	Hold	4,367	–	–	0.07%	106
2022 Q4	$357K	Sell	4,367 -23	-0.5%	-$1.75K	0.06%	109
2022 Q3	$268K	Sell	4,390 -17	-0.4%	-$1.25K	0.05%	120
2022 Q2	$308K	Buy	4,407 +600	+16%	+$43.9K	0.05%	116
2022 Q1	$315K	Hold	3,807	–	–	0.05%	121
2021 Q4	$332K	Buy	3,807 +967	+34%	+$90.8K	0.05%	121
2021 Q3	$247K	Hold	2,840	–	–	0.04%	124
2021 Q2	$221K	Sell	2,840 -670	-19%	-$52.4K	0.03%	132
2021 Q1	$246K	Hold	3,510	–	–	0.04%	125
2020 Q4	$227K	Hold	3,510	–	–	0.04%	128
2020 Q3	$210K	Hold	3,510	–	–	0.04%	125
2020 Q2	$194K	Hold	3,510	–	–	0.04%	129
2020 Q1	$170K	Hold	3,510	–	–	0.04%	130
2019 Q4	$186K	Hold	3,510	–	–	0.03%	142
2019 Q3	$193K	Hold	3,510	–	–	0.03%	133
2019 Q2	$200K	Hold	3,510	–	–	0.03%	132
2019 Q1	$189K	Hold	3,510	–	–	0.03%	129
2018 Q4	$158K	Sell	3,510 -499	-12%	-$23.9K	0.03%	132
2018 Q3	$207K	Sell	4,009 -695	-15%	-$33.8K	0.03%	131
2018 Q2	$207K	Hold	4,704	–	–	0.03%	129
2018 Q1	$215K	Hold	4,704	–	–	0.03%	129
2017 Q4	$222K	Hold	4,704	–	–	0.03%	130
2017 Q3	$227K	Hold	4,704	–	–	0.04%	131
2017 Q2	$236K	Sell	4,704 -900	-16%	-$41K	0.04%	129
2017 Q1	$250K	Sell	5,604 -300	-5%	-$12.5K	0.04%	126
2016 Q4	$227K	Sell	5,904 -1,570	-21%	-$61.4K	0.04%	134
2016 Q3	$294K	Sell	7,474 -100	-1%	-$4.07K	0.04%	124
2016 Q2	$310K	Buy	7,574 +2,600	+52%	+$104K	0.05%	122
2016 Q1	$203K	Sell	4,974 -200	-4%	-$7.4K	0.03%	131
2015 Q4	$189K	Sell	5,174 -2,350	-31%	-$89.7K	0.03%	136
2015 Q3	$272K	Sell	7,524 -2,010	-21%	-$77.3K	0.04%	125
2015 Q2	$384K	Sell	9,534 -1,291	-12%	-$56K	0.05%	120
2015 Q1	$467K	Sell	10,825 -4,490	-29%	-$195K	0.05%	114
2014 Q4	$689K	Buy	15,315 +700	+5%	+$28.5K	0.08%	100
2014 Q3	$559K	Hold	14,615	–	–	0.06%	111
2014 Q2	$592K	Sell	14,615 -574	-4%	-$23.6K	0.06%	110
2014 Q1	$621K	Sell	15,189 -709	-4%	-$27K	0.06%	113
2013 Q4	$608K	Sell	15,898 -13,783	-46%	-$474K	0.06%	118
2013 Q3	$985K	Sell	29,681 -42,028	-59%	-$1.36M	0.11%	96
2013 Q2	$2.2M	Buy	+71,709	New	+$2.38M	0.23%	70

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

Estabrook Capital Management's ORCL Position: Q1 2026 in Review

Estabrook Capital Management increased its Oracle (ORCL) stake by 0.83% in Q1 2026, buying an estimated $2.11K and bringing the position to 1,575 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #115.

Estabrook Capital Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.2M in Q2 2013. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Estabrook Capital Management held 1,575 shares of Oracle worth $232K as of Q1 2026.
Estabrook Capital Management bought 13 Oracle shares in Q1 2026, an estimated $2.11K.
Oracle made up 0.03% of Estabrook Capital Management's portfolio in Q1 2026, its #115 holding.
Estabrook Capital Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Estabrook Capital Management's Oracle position peaked at $2.2M in Q2 2013.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.