Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$748K Sell
5,103
-554
-10% -$100K 0.14% 91
2026
Q1
$832K Buy
5,657
+814
+17% +$132K 0.19% 65
2025
Q4
$944K Buy
4,843
+418
+9% +$99.5K 0.23% 57
2025
Q3
$1.24M Buy
4,425
+1,010
+30% +$257K 0.34% 42
2025
Q2
$747K Buy
3,415
+162
+5% +$26.2K 0.24% 55
2025
Q1
$455K Buy
3,253
+111
+4% +$18.1K 0.17% 65
2024
Q4
$524K Sell
3,142
-5
-0.2% -$888 0.2% 56
2024
Q3
$589K Buy
3,147
+77
+3% +$11.2K 0.21% 53
2024
Q2
$439K Buy
3,070
+434
+16% +$53.9K 0.18% 55
2024
Q1
$308K Buy
2,636
+116
+5% +$13.3K 0.14% 74
2023
Q4
$292K Sell
2,520
-199
-7% -$21.7K 0.14% 65
2023
Q3
$310K Buy
2,719
+314
+13% +$36.3K 0.2% 54
2023
Q2
$286K Buy
2,405
+14
+0.6% +$1.45K 0.2% 45
2023
Q1
$234K Buy
+2,391
New +$210K 0.17% 52

Other funds holding ORCL