EM
ORCL icon

Excalibur Management’s Oracle ORCL Stock Holding History

Excalibur 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 		$1.21M Sell
8,215
-19
-0.2% -$3.09K 0.43% 64
2025
Q4 		$1.6M Sell
8,234
-300
-4% -$71.4K 0.58% 49
2025
Q3 		$2.4M Sell
8,534
-184
-2% -$46.9K 0.87% 30
2025
Q2 		$1.91M Buy
8,718
+8
+0.1% +$1.29K 0.72% 36
2025
Q1 		$1.22M Sell
8,710
-149
-2% -$24.3K 0.48% 60
2024
Q4 		$1.48M Sell
8,859
-213
-2% -$37.8K 0.59% 47
2024
Q3 		$1.55M Buy
9,072
+21
+0.2% +$3.04K 0.59% 45
2024
Q2 		$1.28M Buy
9,051
+615
+7% +$76.4K 0.52% 51
2024
Q1 		$1.06M Buy
8,436
+152
+2% +$17.4K 0.45% 61
2023
Q4 		$873K Sell
8,284
-42
-0.5% -$4.58K 0.41% 66
2023
Q3 		$882K Buy
8,326
+339
+4% +$39.2K 0.46% 59
2023
Q2 		$951K Sell
7,987
-65
-0.8% -$6.72K 0.48% 58
2023
Q1 		$748K Hold
8,052
– – 0.39% 69
2022
Q4 		$658K Hold
8,052
– – 0.34% 72
2022
Q3 		$492K Buy
8,052
+57
+0.7% +$4.17K 0.28% 82
2022
Q2 		$559K Sell
7,995
-188
-2% -$13.8K 0.29% 79
2022
Q1 		$677K Sell
8,183
-115
-1% -$9.31K 0.29% 80
2021
Q4 		$724K Buy
8,298
+17
+0.2% +$1.6K 0.29% 80
2021
Q3 		$722K Buy
8,281
+174
+2% +$15.4K 0.32% 79
2021
Q2 		$631K Buy
8,107
+1,005
+14% +$78.7K 0.29% 80
2021
Q1 		$498K Buy
7,102
+597
+9% +$38.7K 0.25% 84
2020
Q4 		$421K Sell
6,505
-127
-2% -$7.56K 0.23% 92
2020
Q3 		$396K Buy
6,632
+773
+13% +$43.9K 0.24% 85
2020
Q2 		$324K Sell
5,859
-675
-10% -$35.8K 0.22% 80
2020
Q1 		$316K Buy
6,534
+197
+3% +$10.2K 0.24% 71
2019
Q4 		$336K Buy
+6,337
New +$349K 0.22% 80

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

Excalibur Management's ORCL Position: Q1 2026 in Review

Excalibur Management reduced its Oracle (ORCL) stake by 0.23% in Q1 2026, selling an estimated $3.09K and leaving 8,215 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #64.

Excalibur Management first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Excalibur Management held 8,215 shares of Oracle worth $1.21M as of Q1 2026.
  • Excalibur Management sold 19 Oracle shares in Q1 2026, an estimated $3.09K.
  • Oracle made up 0.43% of Excalibur Management's portfolio in Q1 2026, its #64 holding.
  • Excalibur Management first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Excalibur Management's Oracle position peaked at $2.4M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.