Founders Capital Management (Connecticut)’s Oracle ORCL Stock Holding History

Founders Capital Management (Connecticut)’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 Q2	$371K	Sell	2,534 -2,400	-49%	-$435K	0.06%	65
2026 Q1	$726K	Hold	4,934	–	–	0.12%	46
2025 Q4	$962K	Sell	4,934 -4,000	-45%	-$952K	0.14%	41
2025 Q3	$2.51M	Hold	8,934	–	–	0.39%	35
2025 Q2	$1.95M	Hold	8,934	–	–	0.33%	36
2025 Q1	$1.25M	Sell	8,934 -374	-4%	-$60.9K	0.23%	38
2024 Q4	$1.55M	Hold	9,308	–	–	0.27%	38
2024 Q3	$1.59M	Sell	9,308 -14	-0.2%	-$2.03K	0.28%	40
2024 Q2	$1.32M	Hold	9,322	–	–	0.24%	40
2024 Q1	$1.17M	Hold	9,322	–	–	0.22%	41
2023 Q4	$983K	Hold	9,322	–	–	0.2%	44
2023 Q3	$987K	Hold	9,322	–	–	0.22%	44
2023 Q2	$1.11M	Hold	9,322	–	–	0.25%	41
2023 Q1	$866K	Hold	9,322	–	–	0.22%	47
2022 Q4	$762K	Hold	9,322	–	–	0.2%	48
2022 Q3	$569K	Hold	9,322	–	–	0.16%	51
2022 Q2	$651K	Hold	9,322	–	–	0.17%	49
2022 Q1	$771K	Hold	9,322	–	–	0.17%	48
2021 Q4	$813K	Hold	9,322	–	–	0.18%	44
2021 Q3	$812K	Hold	9,322	–	–	0.21%	40
2021 Q2	$726K	Sell	9,322 -2,400	-20%	-$188K	0.18%	48
2021 Q1	$823K	Buy	11,722 +2,400	+26%	+$155K	0.21%	48
2020 Q4	$603K	Hold	9,322	–	–	0.17%	46
2020 Q3	$557K	Hold	9,322	–	–	0.18%	44
2020 Q2	$515K	Hold	9,322	–	–	0.18%	45
2020 Q1	$451K	Hold	9,322	–	–	0.18%	41
2019 Q4	$494K	Hold	9,322	–	–	0.16%	41
2019 Q3	$514K	Hold	9,322	–	–	0.18%	41
2019 Q2	$531K	Hold	9,322	–	–	0.19%	40
2019 Q1	$501K	Buy	9,322 +2,680	+40%	+$137K	0.18%	41
2018 Q4	$300K	Buy	6,642 +548	+9%	+$26.3K	0.13%	44
2018 Q3	$298K	Sell	6,094 -4	-0.1%	-$194	0.12%	47
2018 Q2	$269K	Buy	6,098 +374	+7%	+$17.2K	0.12%	45
2018 Q1	$258K	Hold	5,724	–	–	0.12%	46
2017 Q4	$271K	Hold	5,724	–	–	0.12%	47
2017 Q3	$277K	Hold	5,724	–	–	0.13%	45
2017 Q2	$287K	Hold	5,724	–	–	0.14%	43
2017 Q1	$255K	Hold	5,724	–	–	0.13%	47
2016 Q4	$220K	Buy	5,724 +4	+0.1%	+$156	0.12%	51
2016 Q3	$225K	Hold	5,720	–	–	0.13%	48
2016 Q2	$234K	Hold	5,720	–	–	0.13%	47
2016 Q1	$234K	Hold	5,720	–	–	0.14%	47
2015 Q4	$209K	Buy	+5,720	New	+$218K	0.13%	49

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Capital Management (Connecticut)'s ORCL Position: Q2 2026 in Review

Founders Capital Management (Connecticut) reduced its Oracle (ORCL) stake by 49% in Q2 2026, selling an estimated $435K and leaving 2,534 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #65.

Founders Capital Management (Connecticut) first reported a position in ORCL in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.51M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Founders Capital Management (Connecticut) held 2,534 shares of Oracle worth $371K as of Q2 2026.
Founders Capital Management (Connecticut) sold 2,400 Oracle shares in Q2 2026, an estimated $435K.
Oracle made up 0.06% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #65 holding.
Founders Capital Management (Connecticut) first reported a position in Oracle in Q4 2015 and has held it in 43 quarters since.
Founders Capital Management (Connecticut)'s Oracle position peaked at $2.51M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.