Fiduciary Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.12M | Sell |
41,631
-2,507
| -6% | -$408K | 0.52% | 52 |
|
|
2025
Q4 | $8.6M | Sell |
44,138
-247
| -0.6% | -$58.8K | 0.72% | 37 |
|
|
2025
Q3 | $12.5M | Sell |
44,385
-812
| -2% | -$207K | 1.1% | 24 |
|
|
2025
Q2 | $9.88M | Sell |
45,197
-225
| -0.5% | -$36.3K | 0.93% | 30 |
|
|
2025
Q1 | $6.35M | Sell |
45,422
-586
| -1% | -$95.4K | 0.64% | 44 |
|
|
2024
Q4 | $7.67M | Sell |
46,008
-176
| -0.4% | -$31.3K | 0.77% | 34 |
|
|
2024
Q3 | $7.87M | Sell |
46,184
-426
| -0.9% | -$61.7K | 0.8% | 36 |
|
|
2024
Q2 | $6.58M | Sell |
46,610
-280
| -0.6% | -$34.8K | 0.71% | 37 |
|
|
2024
Q1 | $5.89M | Buy |
46,890
+425
| +0.9% | +$48.6K | 0.64% | 46 |
|
|
2023
Q4 | $4.9M | Sell |
46,465
-115
| -0.2% | -$12.6K | 0.57% | 48 |
|
|
2023
Q3 | $4.93M | Sell |
46,580
-595
| -1% | -$68.9K | 0.63% | 45 |
|
|
2023
Q2 | $5.62M | Sell |
47,175
-202
| -0.4% | -$20.9K | 0.69% | 41 |
|
|
2023
Q1 | $4.4M | Buy |
47,377
+139
| +0.3% | +$12.2K | 0.57% | 47 |
|
|
2022
Q4 | $3.86M | Sell |
47,238
-381
| -0.8% | -$29K | 0.51% | 53 |
|
|
2022
Q3 | $3.67M | Buy |
47,619
+107
| +0.2% | +$7.83K | 0.48% | 58 |
|
|
2022
Q2 | $3.67M | Hold |
47,512
| – | – | 0.46% | 61 |
|
|
2022
Q1 | $3.38M | Sell |
47,512
-41
| -0.1% | -$3.32K | 0.45% | 60 |
|
|
2021
Q4 | $4.15M | Sell |
47,553
-400
| -0.8% | -$37.6K | 0.46% | 55 |
|
|
2021
Q3 | $4.65M | Sell |
47,953
-465
| -1% | -$41.1K | 0.53% | 54 |
|
|
2021
Q2 | $4.36M | Buy |
48,418
+120
| +0.2% | +$9.39K | 0.5% | 55 |
|
|
2021
Q1 | $3.66M | Sell |
48,298
-1,882
| -4% | -$122K | 0.45% | 57 |
|
|
2020
Q4 | $3.15M | Sell |
50,180
-1,189
| -2% | -$70.8K | 0.42% | 56 |
|
|
2020
Q3 | $3.07M | Sell |
51,369
-2,815
| -5% | -$160K | 0.46% | 49 |
|
|
2020
Q2 | $3M | Sell |
54,184
-453
| -0.8% | -$24K | 0.5% | 46 |
|
|
2020
Q1 | $2.64M | Sell |
54,637
-4,010
| -7% | -$207K | 0.52% | 44 |
|
|
2019
Q4 | $3.11M | Sell |
58,647
-6,712
| -10% | -$369K | 0.5% | 51 |
|
|
2019
Q3 | $3.6M | Sell |
65,359
-7,534
| -10% | -$416K | 0.63% | 46 |
|
|
2019
Q2 | $4.15M | Sell |
72,893
-12,052
| -14% | -$652K | 0.75% | 42 |
|
|
2019
Q1 | $4.56M | Buy |
84,945
+723
| +0.9% | +$36.8K | 0.85% | 38 |
|
|
2018
Q4 | $3.8M | Sell |
84,222
-1,928
| -2% | -$92.4K | 0.79% | 43 |
|
|
2018
Q3 | $4.44M | Sell |
86,150
-7,134
| -8% | -$347K | 0.87% | 37 |
|
|
2018
Q2 | $4.11M | Sell |
93,284
-12,291
| -12% | -$566K | 0.87% | 37 |
|
|
2018
Q1 | $4.83M | Sell |
105,575
-5,911
| -5% | -$294K | 1.05% | 31 |
|
|
2017
Q4 | $5.27M | Sell |
111,486
-6,310
| -5% | -$310K | 1.13% | 32 |
|
|
2017
Q3 | $5.7M | Sell |
117,796
-6,894
| -6% | -$343K | 1.28% | 26 |
|
|
2017
Q2 | $6.25M | Sell |
124,690
-832
| -0.7% | -$37.9K | 1.44% | 20 |
|
|
2017
Q1 | $5.6M | Sell |
125,522
-10,966
| -8% | -$457K | 1.33% | 24 |
|
|
2016
Q4 | $5.25M | Sell |
136,488
-6,343
| -4% | -$248K | 1.36% | 22 |
|
|
2016
Q3 | $5.61M | Sell |
142,831
-1,321
| -0.9% | -$53.8K | 1.52% | 17 |
|
|
2016
Q2 | $5.9M | Sell |
144,152
-588
| -0.4% | -$23.5K | 1.64% | 14 |
|
|
2016
Q1 | $5.92M | Buy |
144,740
+1,357
| +0.9% | +$50.2K | 1.71% | 14 |
|
|
2015
Q4 | $5.24M | Buy |
143,383
+12,011
| +9% | +$459K | 1.56% | 18 |
|
|
2015
Q3 | $4.75M | Sell |
131,372
-2,708
| -2% | -$104K | 1.58% | 12 |
|
|
2015
Q2 | $5.4M | Buy |
+134,080
| New | +$5.82M | 1.7% | 6 |
|
Other funds holding ORCL
VCM
VPM
Fiduciary Group's ORCL Position: Q1 2026 in Review
Fiduciary Group reduced its Oracle (ORCL) stake by 5.7% in Q1 2026, selling an estimated $408K and leaving 41,631 shares worth $6.12M. The position accounts for 0.52% of the portfolio, ranked #52.
Fiduciary Group first reported a position in ORCL in Q2 2015 and has held it in 44 quarters since. The position peaked at $12.5M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Fiduciary Group held 41,631 shares of Oracle worth $6.12M as of Q1 2026.
- Fiduciary Group sold 2,507 Oracle shares in Q1 2026, an estimated $408K.
- Oracle made up 0.52% of Fiduciary Group's portfolio in Q1 2026, its #52 holding.
- Fiduciary Group first reported a position in Oracle in Q2 2015 and has held it in 44 quarters since.
- Fiduciary Group's Oracle position peaked at $12.5M in Q3 2025.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.