ECM
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Evergreen Capital Management’s Oracle ORCL Stock Holding History

Evergreen 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 		– Sell
-1,500
Closed -$244K – 1478
2025
Q4 		$292K Buy
+1,500
New +$357K 0.01% 1056
2025
Q3 		– Hold
0
– – – 738
2025
Q2 		– Hold
0
– – – 761

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

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

Evergreen Capital Management increased its Oracle (ORCL) stake by 49% in Q1 2026, buying an estimated $5.97M and bringing the position to 111,928 shares worth $16.5M. The position accounts for 0.36% of the portfolio, ranked #65.

Evergreen Capital Management first reported a position in ORCL in Q2 2013 and has held it in 43 quarters since. The position peaked at $21.3M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Evergreen Capital Management held 111,928 shares of Oracle worth $16.5M as of Q1 2026.
  • Evergreen Capital Management bought 36,739 Oracle shares in Q1 2026, an estimated $5.97M.
  • Oracle made up 0.36% of Evergreen Capital Management's portfolio in Q1 2026, its #65 holding.
  • Evergreen Capital Management first reported a position in Oracle in Q2 2013 and has held it in 43 quarters since.
  • Evergreen Capital Management's Oracle position peaked at $21.3M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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