Greenwich Wealth Management’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
$27.5M Hold
186,879
1.12% 12
2025
Q4
$36.4M Hold
186,879
1.62% 8
2025
Q3
$52.6M Sell
186,879
-145,114
-44% -$37M 2.62% 4
2025
Q2
$72.6M Buy
331,993
+4
+0% +$646 3.52% 5
2025
Q1
$46.4M Sell
331,989
-443
-0.1% -$72.1K 3.51% 4
2024
Q4
$55.4M Buy
332,432
+401
+0.1% +$71.2K 3.91% 4
2024
Q3
$56.6M Sell
332,031
-56
-0% -$8.11K 3.85% 4
2024
Q2
$46.9M Sell
332,087
-17
-0% -$2.11K 3.42% 4
2024
Q1
$41.7M Buy
332,104
+69
+0% +$7.9K 3.32% 4
2023
Q4
$35M Sell
332,035
-38
-0% -$4.15K 3.46% 5
2023
Q3
$35.2M Sell
332,073
-145
-0% -$16.8K 3.72% 5
2023
Q2
$39.6M Sell
332,218
-47
-0% -$4.86K 4.16% 5
2023
Q1
$30.9M Sell
332,265
-243
-0.1% -$21.3K 3.37% 5
2022
Q4
$27.2M Buy
332,508
+50
+0% +$3.8K 2.99% 5
2022
Q3
$20.3M Buy
332,458
+328
+0.1% +$24K 2.16% 6
2022
Q2
$23.2M Hold
332,130
3.07% 6
2022
Q1
$27.5M Sell
332,130
-675
-0.2% -$54.7K 2.81% 6
2021
Q4
$29M Sell
332,805
-1,153
-0.3% -$108K 2.37% 6
2021
Q3
$29.1M Buy
333,958
+298
+0.1% +$26.3K 2.42% 6
2021
Q2
$26M Sell
333,660
-41
-0% -$3.21K 2.22% 6
2021
Q1
$23.4M Buy
333,701
+685
+0.2% +$44.4K 1.87% 6
2020
Q4
$21.5M Sell
333,016
-74
-0% -$4.41K 1.88% 5
2020
Q3
$19.9M Sell
333,090
-68
-0% -$3.86K 3.56% 6
2020
Q2
$18.4M Buy
333,158
+75
+0% +$3.97K 3.52% 5
2020
Q1
$16.1M Buy
333,083
+573
+0.2% +$29.6K 3.44% 6
2019
Q4
$17.6M Sell
332,510
-127
-0% -$6.99K 3.54% 4
2019
Q3
$18.3M Sell
332,637
-720
-0.2% -$39.8K 3.57% 6
2019
Q2
$19M Sell
333,357
-177
-0.1% -$9.58K 3.27% 5
2019
Q1
$17.9M Sell
333,534
-552
-0.2% -$28.1K 3.17% 5
2018
Q4
$15.1M Buy
334,086
+144
+0% +$6.9K 3.01% 5
2018
Q3
$17.2M Sell
333,942
-184
-0.1% -$8.94K 3% 6
2018
Q2
$14.7M Buy
334,126
+4,002
+1% +$184K 2.61% 6
2018
Q1
$15.1M Buy
330,124
+287,195
+669% +$14.3M 2.38% 7
2017
Q4
$2.03M Buy
42,929
+355
+0.8% +$17.4K 0.34% 49
2017
Q3
$2.06M Sell
42,574
-10,329
-20% -$514K 0.35% 52
2017
Q2
$2.65M Sell
52,903
-30
-0.1% -$1.37K 0.44% 49
2017
Q1
$2.36M Sell
52,933
-59,934
-53% -$2.5M 0.31% 53
2016
Q4
$4.34M Sell
112,867
-69,895
-38% -$2.73M 0.55% 27
2016
Q3
$7.18M Buy
182,762
+132,000
+260% +$5.38M 1.27% 14
2016
Q2
$2.08M Buy
+50,762
New +$2.03M 0.5% 50
2016
Q1
Sell
-26,689
Closed -$975K 192
2015
Q4
$975K Buy
+26,689
New +$1.02M 0.24% 78
2015
Q3
Sell
-75,002
Closed -$3.02M 177
2015
Q2
$3.02M Sell
75,002
-75,000
-50% -$3.25M 0.39% 72
2015
Q1
$6.47M Hold
150,002
0.73% 48
2014
Q4
$6.75M Buy
150,002
+2
+0% +$81 0.45% 52
2014
Q3
$5.74M Hold
150,000
0.39% 64
2014
Q2
$6.08M Sell
150,000
-88,000
-37% -$3.62M 0.4% 62
2014
Q1
$9.74M Hold
238,000
0.68% 42
2013
Q4
$9.11M Sell
238,000
-5,429
-2% -$187K 0.92% 41
2013
Q3
$8.07M Sell
243,429
-279,221
-53% -$9.06M 0.58% 48
2013
Q2
$16.1M Buy
+522,650
New +$17.3M 1.19% 13

Other funds holding ORCL

Greenwich Wealth Management's ORCL Position: Q1 2026 in Review

Greenwich Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 186,879 shares worth $27.5M. The position accounts for 1.12% of the portfolio, ranked #12.

Greenwich Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 50 quarters since. The position peaked at $72.6M in Q2 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Greenwich Wealth Management held 186,879 shares of Oracle worth $27.5M as of Q1 2026.
  • Greenwich Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 1.12% of Greenwich Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Greenwich Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 50 quarters since.
  • Greenwich Wealth Management's Oracle position peaked at $72.6M in Q2 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.