Everence Capital Management’s Oracle ORCL Stock Holding History

Everence 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	$7.6M	Sell	51,684 -1,579	-3%	-$257K	0.46%	35
2025 Q4	$10.4M	Buy	53,263 +2,783	+6%	+$663K	0.61%	24
2025 Q3	$14.2M	Sell	50,480 -11,062	-18%	-$2.82M	0.85%	19
2025 Q2	$13.5M	Sell	61,542 -1,700	-3%	-$275K	0.87%	19
2025 Q1	$8.84M	Sell	63,242 -1,600	-2%	-$260K	0.6%	27
2024 Q4	$10.8M	Sell	64,842 -12,440	-16%	-$2.21M	0.7%	22
2024 Q3	$13.2M	Hold	77,282	–	–	0.83%	19
2024 Q2	$8.79K	Hold	77,282	–	–	0.61%	29
2024 Q1	$9.71K	Hold	77,282	–	–	0.64%	27
2023 Q4	$8.15M	Buy	77,282 +16,000	+26%	+$1.75M	0.58%	28
2023 Q3	$6.49K	Hold	61,282	–	–	0.5%	31
2023 Q2	$6.49M	Hold	61,282	–	–	0.53%	30
2023 Q1	$5.69K	Hold	61,282	–	–	0.47%	33
2022 Q4	$5.01K	Sell	61,282 -3,280	-5%	-$249K	0.43%	39
2022 Q3	$3.94M	Hold	64,562	–	–	0.36%	53
2022 Q2	$4.51M	Sell	64,562 -6,610	-9%	-$484K	0.4%	47
2022 Q1	$5.89M	Buy	71,172 +18,130	+34%	+$1.47M	0.45%	39
2021 Q4	$4.63M	Buy	53,042 +3,870	+8%	+$363K	0.34%	54
2021 Q3	$4.28M	Hold	49,172	–	–	0.35%	51
2021 Q2	$3.83M	Hold	49,172	–	–	0.31%	57
2021 Q1	$3.45M	Hold	49,172	–	–	0.31%	56
2020 Q4	$3.18M	Sell	49,172 -440	-0.9%	-$26.2K	0.31%	53
2020 Q3	$2.96M	Sell	49,612 -9,330	-16%	-$530K	0.33%	55
2020 Q2	$3.17M	Hold	58,942	–	–	0.37%	47
2020 Q1	$2.85M	Buy	58,942 +4,240	+8%	+$219K	0.4%	46
2019 Q4	$2.9M	Sell	54,702 -11,836	-18%	-$652K	0.43%	45
2019 Q3	$3.66M	Hold	66,538	–	–	0.59%	32
2019 Q2	$3.79M	Buy	66,538 +3,900	+6%	+$211K	0.63%	29
2019 Q1	$3.36M	Sell	62,638 -4,190	-6%	-$213K	0.59%	33
2018 Q4	$3.02M	Hold	66,828	–	–	0.7%	29
2018 Q3	$3.45M	Hold	66,828	–	–	0.68%	26
2018 Q2	$2.94M	Hold	66,828	–	–	0.62%	33
2018 Q1	$3.06M	Hold	66,828	–	–	0.68%	28
2017 Q4	$3.16M	Buy	66,828 +4,870	+8%	+$239K	0.69%	29
2017 Q3	$3M	Hold	61,958	–	–	0.68%	34
2017 Q2	$3.11M	Hold	61,958	–	–	0.76%	26
2017 Q1	$2.76M	Hold	61,958	–	–	0.73%	30
2016 Q4	$2.38M	Sell	61,958 -3,910	-6%	-$153K	0.68%	33
2016 Q3	$2.59M	Hold	65,868	–	–	0.77%	26
2016 Q2	$2.7M	Buy	65,868 +4,600	+8%	+$184K	0.83%	26
2016 Q1	$2.51M	Hold	61,268	–	–	0.78%	29
2015 Q4	$2.24M	Hold	61,268	–	–	0.73%	36
2015 Q3	$2.21M	Hold	61,268	–	–	0.76%	33
2015 Q2	$2.47M	Hold	61,268	–	–	0.8%	30
2015 Q1	$2.69M	Hold	61,268	–	–	0.9%	22
2014 Q4	$2.75M	Hold	61,268	–	–	0.94%	20
2014 Q3	$2.54M	Sell	61,268 -6,160	-9%	-$249K	0.93%	22
2014 Q2	$2.73M	Hold	67,428	–	–	1.01%	19
2014 Q1	$2.76M	Hold	67,428	–	–	1.09%	15
2013 Q4	$2.58M	Sell	67,428 -17,273	-20%	-$594K	1.04%	18
2013 Q3	$2.81M	Hold	84,701	–	–	1.2%	16
2013 Q2	$2.6M	Buy	+84,701	New	+$2.81M	1.18%	18

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

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

Everence Capital Management reduced its Oracle (ORCL) stake by 3% in Q1 2026, selling an estimated $257K and leaving 51,684 shares worth $7.6M. The position accounts for 0.46% of the portfolio, ranked #35.

Everence Capital Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Everence Capital Management held 51,684 shares of Oracle worth $7.6M as of Q1 2026.
Everence Capital Management sold 1,579 Oracle shares in Q1 2026, an estimated $257K.
Oracle made up 0.46% of Everence Capital Management's portfolio in Q1 2026, its #35 holding.
Everence Capital Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Oracle position peaked at $14.2M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.