Horizon Investments’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 | $18.7M | Sell |
127,651
-9,087
| -7% | -$1.48M | 0.21% | 83 |
|
|
2025
Q4 | $26.6M | Buy |
136,738
+56,584
| +71% | +$13.5M | 0.34% | 55 |
|
|
2025
Q3 | $22.5M | Sell |
80,154
-9,745
| -11% | -$2.48M | 0.3% | 63 |
|
|
2025
Q2 | $19.6M | Buy |
89,899
+25,165
| +39% | +$4.06M | 0.31% | 54 |
|
|
2025
Q1 | $9.02M | Buy |
64,734
+1,855
| +3% | +$302K | 0.27% | 49 |
|
|
2024
Q4 | $10.5M | Buy |
62,879
+14,202
| +29% | +$2.52M | 0.3% | 47 |
|
|
2024
Q3 | $8.28M | Sell |
48,677
-1,817
| -4% | -$263K | 0.22% | 49 |
|
|
2024
Q2 | $7.11M | Buy |
50,494
+8,009
| +19% | +$995K | 0.2% | 55 |
|
|
2024
Q1 | $5.32M | Buy |
42,485
+3,042
| +8% | +$348K | 0.14% | 82 |
|
|
2023
Q4 | $4.14M | Buy |
39,443
+8,069
| +26% | +$881K | 0.12% | 87 |
|
|
2023
Q3 | $3.31M | Buy |
31,374
+1,360
| +5% | +$157K | 0.1% | 84 |
|
|
2023
Q2 | $3.56M | Sell |
30,014
-6,900
| -19% | -$713K | 0.1% | 82 |
|
|
2023
Q1 | $3.42M | Buy |
36,914
+11,182
| +43% | +$981K | 0.1% | 80 |
|
|
2022
Q4 | $2.1M | Sell |
25,732
-15,231
| -37% | -$1.16M | 0.06% | 133 |
|
|
2022
Q3 | $2.49M | Buy |
40,963
+21,187
| +107% | +$1.55M | 0.08% | 95 |
|
|
2022
Q2 | $1.38M | Sell |
19,776
-28,792
| -59% | -$2.11M | 0.04% | 150 |
|
|
2022
Q1 | $4M | Sell |
48,568
-44,613
| -48% | -$3.61M | 0.11% | 90 |
|
|
2021
Q4 | $8.1M | Sell |
93,181
-41,733
| -31% | -$3.92M | 0.24% | 52 |
|
|
2021
Q3 | $11.7M | Buy |
134,914
+8,196
| +6% | +$724K | 0.31% | 46 |
|
|
2021
Q2 | $9.83M | Sell |
126,718
-4,681
| -4% | -$366K | 0.29% | 47 |
|
|
2021
Q1 | $9.22M | Buy |
+131,399
| New | +$8.51M | 0.34% | 39 |
|
|
2020
Q4 | – | Sell |
-107,992
| Closed | -$6.42M | – | 304 |
|
|
2020
Q3 | $6.42M | Sell |
107,992
-39,168
| -27% | -$2.23M | 0.23% | 57 |
|
|
2020
Q2 | $8.1M | Buy |
147,160
+106,332
| +260% | +$5.63M | 0.2% | 52 |
|
|
2020
Q1 | $1.96M | Buy |
40,828
+14,813
| +57% | +$765K | 0.1% | 79 |
|
|
2019
Q4 | $1.38M | Buy |
26,015
+9,645
| +59% | +$531K | 0.06% | 135 |
|
|
2019
Q3 | $897K | Buy |
16,370
+397
| +2% | +$21.9K | 0.04% | 119 |
|
|
2019
Q2 | $910K | Sell |
15,973
-52,051
| -77% | -$2.82M | 0.03% | 140 |
|
|
2019
Q1 | $3.64M | Buy |
68,024
+62,384
| +1,106% | +$3.18M | 0.13% | 61 |
|
|
2018
Q4 | $255K | Buy |
+5,640
| New | +$270K | 0.01% | 188 |
|
|
2017
Q3 | – | Sell |
-11,404
| Closed | -$514K | – | 186 |
|
|
2017
Q2 | $514K | Sell |
11,404
-7,076
| -38% | -$322K | 0.03% | 135 |
|
|
2017
Q1 | $824K | Buy |
+18,480
| New | +$769K | 0.05% | 81 |
|
|
2015
Q1 | – | Sell |
-4,591
| Closed | -$206K | – | 132 |
|
|
2014
Q4 | $206K | Buy |
+4,591
| New | +$187K | 0.02% | 94 |
|
Other funds holding ORCL
VCM
VPM
Horizon Investments's ORCL Position: Q1 2026 in Review
Horizon Investments reduced its Oracle (ORCL) stake by 6.6% in Q1 2026, selling an estimated $1.48M and leaving 127,651 shares worth $18.7M. The position accounts for 0.21% of the portfolio, ranked #83.
Horizon Investments first reported a position in ORCL in Q4 2014 and has held it in 32 quarters since. The position peaked at $26.6M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Horizon Investments held 127,651 shares of Oracle worth $18.7M as of Q1 2026.
- Horizon Investments sold 9,087 Oracle shares in Q1 2026, an estimated $1.48M.
- Oracle made up 0.21% of Horizon Investments's portfolio in Q1 2026, its #83 holding.
- Horizon Investments first reported a position in Oracle in Q4 2014 and has held it in 32 quarters since.
- Horizon Investments's Oracle position peaked at $26.6M in Q4 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.