Harfst & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-985
| Closed | -$277K | – | 115 |
|
|
2025
Q3 | $277K | Hold |
985
| – | – | 0.05% | 99 |
|
|
2025
Q2 | $215K | Buy |
+985
| New | +$159K | 0.04% | 97 |
|
|
2022
Q3 | – | Sell |
-7,150
| Closed | -$499K | – | 108 |
|
|
2022
Q2 | $499K | Sell |
7,150
-4,188
| -37% | -$307K | 0.14% | 85 |
|
|
2022
Q1 | $937K | Buy |
11,338
+1,247
| +12% | +$101K | 0.22% | 75 |
|
|
2021
Q4 | $880K | Buy |
10,091
+413
| +4% | +$38.8K | 0.22% | 73 |
|
|
2021
Q3 | $843K | Sell |
9,678
-453
| -4% | -$40K | 0.23% | 74 |
|
|
2021
Q2 | $788K | Sell |
10,131
-1,408
| -12% | -$110K | 0.23% | 81 |
|
|
2021
Q1 | $809K | Buy |
11,539
+2,943
| +34% | +$191K | 0.24% | 83 |
|
|
2020
Q4 | $556K | Buy |
8,596
+2,954
| +52% | +$176K | 0.2% | 80 |
|
|
2020
Q3 | $336K | Buy |
5,642
+185
| +3% | +$10.5K | 0.14% | 92 |
|
|
2020
Q2 | $301K | Buy |
5,457
+174
| +3% | +$9.22K | 0.13% | 85 |
|
|
2020
Q1 | $255K | Sell |
5,283
-12,672
| -71% | -$654K | 0.13% | 86 |
|
|
2019
Q4 | $951K | Buy |
17,955
+495
| +3% | +$27.2K | 0.37% | 35 |
|
|
2019
Q3 | $960K | Buy |
17,460
+500
| +3% | +$27.6K | 0.4% | 26 |
|
|
2019
Q2 | $966K | Buy |
16,960
+787
| +5% | +$42.6K | 0.39% | 21 |
|
|
2019
Q1 | $868K | Buy |
16,173
+1,081
| +7% | +$55.1K | 0.37% | 22 |
|
|
2018
Q4 | $681K | Buy |
15,092
+869
| +6% | +$41.6K | 0.33% | 22 |
|
|
2018
Q3 | $733K | Buy |
14,223
+577
| +4% | +$28K | 0.31% | 20 |
|
|
2018
Q2 | $601K | Buy |
13,646
+550
| +4% | +$25.3K | 0.25% | 23 |
|
|
2018
Q1 | $599K | Buy |
13,096
+1,018
| +8% | +$50.6K | 0.24% | 24 |
|
|
2017
Q4 | $571K | Buy |
12,078
+309
| +3% | +$15.2K | 0.23% | 28 |
|
|
2017
Q3 | $569K | Buy |
11,769
+47
| +0.4% | +$2.34K | 0.24% | 23 |
|
|
2017
Q2 | $587K | Buy |
11,722
+3,149
| +37% | +$144K | 0.24% | 23 |
|
|
2017
Q1 | $382K | Buy |
8,573
+848
| +11% | +$35.3K | 0.17% | 36 |
|
|
2016
Q4 | $297K | Buy |
7,725
+2,431
| +46% | +$95.1K | 0.15% | 53 |
|
|
2016
Q3 | $207K | Sell |
5,294
-36,735
| -87% | -$1.5M | 0.11% | 68 |
|
|
2016
Q2 | $1.72M | Buy |
+42,029
| New | +$1.68M | 0.69% | 34 |
|
|
2016
Q1 | – | Sell |
-41,863
| Closed | -$1.53M | – | 188 |
|
|
2015
Q4 | $1.53M | Buy |
41,863
+1,000
| +2% | +$38.2K | 0.62% | 35 |
|
|
2015
Q3 | $1.48M | Buy |
40,863
+37,804
| +1,236% | +$1.45M | 0.65% | 40 |
|
|
2015
Q2 | $123K | Buy |
+3,059
| New | +$133K | 0.07% | 109 |
|
Other funds holding ORCL
Harfst & Associates's ORCL Position: Q4 2025 in Review
Harfst & Associates sold out of Oracle (ORCL) in Q4 2025, closing a stake of 985 shares — an estimated $277K sold.
Harfst & Associates first reported a position in ORCL in Q2 2015 and held it in 30 quarters. The position peaked at $1.72M in Q2 2016. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.
- Harfst & Associates reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
- Harfst & Associates sold 985 Oracle shares in Q4 2025, an estimated $277K.
- Harfst & Associates first reported a position in Oracle in Q2 2015 and held it in 30 quarters.
- Harfst & Associates's Oracle position peaked at $1.72M in Q2 2016.
- 3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.
Based on Harfst & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.