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Foundry Partners’s Oracle ORCL Stock Holding History

Foundry Partners’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
2025
Q1 		$7.95M Sell
56,847
-3,191
-5% -$520K 0.42% 68
2024
Q4 		$10M Sell
60,038
-2,085
-3% -$370K 0.5% 62
2024
Q3 		$10.6M Sell
62,123
-14,244
-19% -$2.06M 0.52% 52
2024
Q2 		$10.8M Sell
76,367
-32,227
-30% -$4M 0.58% 48
2024
Q1 		$13.6M Buy
108,594
+1,505
+1% +$172K 0.73% 38
2023
Q4 		$11.3M Sell
107,089
-11,715
-10% -$1.28M 0.68% 38
2023
Q3 		$12.6M Buy
118,804
+4,856
+4% +$562K 0.78% 37
2023
Q2 		$13.6M Sell
113,948
-19,951
-15% -$2.06M 0.83% 37
2023
Q1 		$12.4M Sell
133,899
-60,062
-31% -$5.27M 0.78% 43
2022
Q4 		$15.9M Sell
193,961
-76,804
-28% -$5.84M 0.87% 37
2022
Q3 		$16.5M Buy
270,765
+2,375
+0.9% +$174K 1.04% 28
2022
Q2 		$18.8M Buy
268,390
+43,775
+19% +$3.2M 1.13% 25
2022
Q1 		$18.6M Sell
224,615
-4,675
-2% -$379K 0.95% 39
2021
Q4 		$20M Sell
229,290
-55,775
-20% -$5.24M 0.71% 43
2021
Q3 		$24.8M Buy
285,065
+450
+0.2% +$39.7K 0.89% 20
2021
Q2 		$22.2M Sell
284,615
-98,925
-26% -$7.74M 0.76% 27
2021
Q1 		$26.9M Buy
383,540
+31,025
+9% +$2.01M 0.89% 14
2020
Q4 		$22.8M Buy
352,515
+38,987
+12% +$2.32M 0.89% 15
2020
Q3 		$18.7M Buy
+313,528
New +$17.8M 0.9% 13
2017
Q4 		– Sell
-320,695
Closed -$15.5M – 393
2017
Q3 		$15.5M Sell
320,695
-14,790
-4% -$736K 0.62% 35
2017
Q2 		$16.8M Buy
+335,485
New +$15.3M 0.69% 22
2014
Q3 		– Sell
-17,555
Closed -$712K – 269
2014
Q2 		$712K Buy
+17,555
New +$722K 0.07% 199

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Foundry Partners's ORCL Position: Q1 2025 in Review

Foundry Partners reduced its Oracle (ORCL) stake by 5.3% in Q1 2025, selling an estimated $520K and leaving 56,847 shares worth $7.95M. The position accounts for 0.42% of the portfolio, ranked #68.

Foundry Partners first reported a position in ORCL in Q2 2014 and has held it in 22 quarters since. The position peaked at $26.9M in Q1 2021. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Foundry Partners held 56,847 shares of Oracle worth $7.95M as of Q1 2025.
  • Foundry Partners sold 3,191 Oracle shares in Q1 2025, an estimated $520K.
  • Oracle made up 0.42% of Foundry Partners's portfolio in Q1 2025, its #68 holding.
  • Foundry Partners first reported a position in Oracle in Q2 2014 and has held it in 22 quarters since.
  • Foundry Partners's Oracle position peaked at $26.9M in Q1 2021.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.