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Freedom Investment Management’s Oracle ORCL Stock Holding History

Freedom Investment 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 		– Sell
-1,292
Closed -$252K – 114
2025
Q4 		$252K Sell
1,292
-209
-14% -$49.8K 0.07% 102
2025
Q3 		$422K Sell
1,501
-6,125
-80% -$1.56M 0.11% 86
2025
Q2 		$1.67M Sell
7,626
-1,377
-15% -$222K 0.13% 131
2025
Q1 		$1.26M Sell
9,003
-1,147
-11% -$187K 0.11% 177
2024
Q4 		$1.69M Buy
10,150
+427
+4% +$75.9K 0.14% 127
2024
Q3 		$1.66M Buy
9,723
+281
+3% +$40.7K 0.13% 144
2024
Q2 		$1.33M Sell
9,442
-373
-4% -$46.3K 0.11% 179
2024
Q1 		$1.23M Sell
9,815
-1,343
-12% -$154K 0.1% 195
2023
Q4 		$1.18M Sell
11,158
-657
-6% -$71.7K 0.1% 199
2023
Q3 		$1.25M Buy
11,815
+2,288
+24% +$265K 0.15% 158
2023
Q2 		$1.13M Buy
9,527
+4,635
+95% +$479K 0.13% 208
2023
Q1 		$455K Sell
4,892
-205
-4% -$18K 0.05% 428
2022
Q4 		$417K Sell
5,097
-236
-4% -$17.9K 0.05% 484
2022
Q3 		$326K Buy
5,333
+84
+2% +$6.15K 0.04% 553
2022
Q2 		$367K Buy
5,249
+231
+5% +$16.9K 0.04% 543
2022
Q1 		$415K Sell
5,018
-1,374
-21% -$111K 0.04% 526
2021
Q4 		$557K Sell
6,392
-1,969
-24% -$185K 0.04% 494
2021
Q3 		$728K Sell
8,361
-4,521
-35% -$399K 0.06% 401
2021
Q2 		$1M Sell
12,882
-526
-4% -$41.2K 0.07% 327
2021
Q1 		$941K Sell
13,408
-4,174
-24% -$270K 0.07% 320
2020
Q4 		$1.14M Sell
17,582
-11,546
-40% -$687K 0.12% 168
2020
Q3 		$1.74M Sell
29,128
-3,866
-12% -$220K 0.19% 109
2020
Q2 		$1.82M Sell
32,994
-1,490
-4% -$78.9K 0.2% 110
2020
Q1 		$1.89M Buy
34,484
+2,545
+8% +$131K 0.17% 126
2019
Q4 		$1.69M Sell
31,939
-1,949
-6% -$107K 0.15% 142
2019
Q3 		$1.86M Sell
33,888
-4,528
-12% -$250K 0.16% 130
2019
Q2 		$2.19M Sell
38,416
-1,010
-3% -$54.7K 0.18% 116
2019
Q1 		$2.12M Buy
39,426
+7,644
+24% +$389K 0.17% 132
2018
Q4 		$1.44M Sell
31,782
-7,956
-20% -$381K 0.11% 187
2018
Q3 		$1.93M Sell
39,738
-7,870
-17% -$382K 0.12% 168
2018
Q2 		$2.1M Buy
47,608
+13,692
+40% +$631K 0.13% 153
2018
Q1 		$1.55M Buy
33,916
+1,521
+5% +$75.6K 0.08% 237
2017
Q4 		$1.53M Sell
32,395
-15,027
-32% -$737K 0.08% 225
2017
Q3 		$2.29M Buy
47,422
+3,195
+7% +$159K 0.13% 117
2017
Q2 		$2.22M Buy
44,227
+4,091
+10% +$186K 0.13% 110
2017
Q1 		$1.79M Sell
40,136
-12,637
-24% -$526K 0.1% 140
2016
Q4 		$2.03M Buy
52,773
+7,774
+17% +$304K 0.13% 94
2016
Q3 		$1.77M Buy
44,999
+1,121
+3% +$45.7K 0.11% 118
2016
Q2 		$1.8M Buy
43,878
+1,189
+3% +$47.5K 0.12% 98
2016
Q1 		$1.75M Buy
42,689
+677
+2% +$25.1K 0.13% 100
2015
Q4 		$1.53M Buy
42,012
+29,813
+244% +$1.14M 0.12% 124
2015
Q3 		$804K Sell
12,199
-16,615
-58% -$639K 0.08% 204
2015
Q2 		$1.16M Buy
28,814
+2,656
+10% +$115K 0.12% 130
2015
Q1 		$1.13M Buy
26,158
+2,002
+8% +$86.8K 0.12% 119
2014
Q4 		$1.09M Buy
24,156
+3,192
+15% +$130K 0.14% 109
2014
Q3 		$802K Sell
20,964
-1,673
-7% -$67.7K 0.14% 128
2014
Q2 		$917K Buy
22,637
+306
+1% +$12.6K 0.15% 103
2014
Q1 		$914K Buy
22,331
+1,093
+5% +$41.6K 0.2% 82
2013
Q4 		$813K Buy
21,238
+3,379
+19% +$116K 0.2% 80
2013
Q3 		$592K Buy
17,859
+2,252
+14% +$73.1K 0.17% 96
2013
Q2 		$479K Buy
+15,607
New +$518K 0.16% 108

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

Freedom Investment Management's ORCL Position: Q1 2026 in Review

Freedom Investment Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,292 shares — an estimated $252K sold.

Freedom Investment Management first reported a position in ORCL in Q2 2013 and held it in 51 quarters. The position peaked at $2.29M in Q3 2017. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Freedom Investment Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Freedom Investment Management sold 1,292 Oracle shares in Q1 2026, an estimated $252K.
  • Freedom Investment Management first reported a position in Oracle in Q2 2013 and held it in 51 quarters.
  • Freedom Investment Management's Oracle position peaked at $2.29M in Q3 2017.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.