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Greenwood Capital Associates’s Oracle ORCL Stock Holding History

Greenwood Capital Associates’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
-14,498
Closed -$2.83M – 304
2025
Q4 		$2.83M Sell
14,498
-400
-3% -$95.2K 0.31% 91
2025
Q3 		$4.19M Sell
14,898
-28,539
-66% -$7.27M 0.48% 68
2025
Q2 		$9.5M Sell
43,437
-8,507
-16% -$1.37M 1.18% 19
2025
Q1 		$7.26M Buy
51,944
+6,440
+14% +$1.05M 0.98% 28
2024
Q4 		$7.58M Buy
45,504
+5,090
+13% +$904K 0.99% 30
2024
Q3 		$6.89M Buy
40,414
+24,169
+149% +$3.5M 0.9% 38
2024
Q2 		$2.29M Buy
+16,245
New +$2.02M 0.3% 87
2021
Q2 		– Sell
-33,821
Closed -$2.37M – 226
2021
Q1 		$2.37M Buy
+33,821
New +$2.19M 0.37% 67
2018
Q2 		– Sell
-86,126
Closed -$3.94M – 217
2018
Q1 		$3.94M Buy
86,126
+5,245
+6% +$261K 0.96% 45
2017
Q4 		$3.82M Buy
80,881
+6,444
+9% +$316K 0.89% 44
2017
Q3 		$3.6M Buy
+74,437
New +$3.7M 0.89% 47
2013
Q3 		– Sell
-66,568
Closed -$2.04M – 109
2013
Q2 		$2.04M Buy
+66,568
New +$2.21M 0.89% 56

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

Greenwood Capital Associates's ORCL Position: Q1 2026 in Review

Greenwood Capital Associates sold out of Oracle (ORCL) in Q1 2026, closing a stake of 14,498 shares — an estimated $2.83M sold.

Greenwood Capital Associates first reported a position in ORCL in Q2 2013 and held it in 12 quarters. The position peaked at $9.5M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Greenwood Capital Associates reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Greenwood Capital Associates sold 14,498 Oracle shares in Q1 2026, an estimated $2.83M.
  • Greenwood Capital Associates first reported a position in Oracle in Q2 2013 and held it in 12 quarters.
  • Greenwood Capital Associates's Oracle position peaked at $9.5M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.