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Howe & Rusling’s Oracle ORCL Stock Holding History

Howe & Rusling’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 		$896K Sell
6,090
-484
-7% -$78.7K 0.06% 137
2025
Q4 		$1.28M Sell
6,574
-316
-5% -$75.2K 0.08% 111
2025
Q3 		$1.94M Buy
6,890
+654
+10% +$167K 0.13% 101
2025
Q2 		$1.36M Buy
6,236
+380
+6% +$61.4K 0.1% 111
2025
Q1 		$819K Sell
5,856
-428
-7% -$69.7K 0.07% 129
2024
Q4 		$1.05M Buy
6,284
+1,250
+25% +$222K 0.09% 109
2024
Q3 		$858K Buy
5,034
+179
+4% +$25.9K 0.07% 122
2024
Q2 		$686K Buy
4,855
+30
+0.6% +$3.73K 0.06% 128
2024
Q1 		$606K Buy
4,825
+61
+1% +$6.98K 0.06% 133
2023
Q4 		$502K Buy
4,764
+550
+13% +$60K 0.05% 135
2023
Q3 		$446K Sell
4,214
-265
-6% -$30.7K 0.05% 135
2023
Q2 		$533K Buy
4,479
+155
+4% +$16K 0.06% 129
2023
Q1 		$402K Sell
4,324
-512
-11% -$44.9K 0.05% 150
2022
Q4 		$395K Sell
4,836
-442
-8% -$33.6K 0.05% 138
2022
Q3 		$322K Sell
5,278
-327
-6% -$23.9K 0.04% 154
2022
Q2 		$392K Sell
5,605
-48
-0.8% -$3.51K 0.05% 138
2022
Q1 		$468K Sell
5,653
-200
-3% -$16.2K 0.05% 130
2021
Q4 		$510K Buy
5,853
+1,260
+27% +$118K 0.06% 126
2021
Q3 		$400K Buy
4,593
+310
+7% +$27.4K 0.05% 135
2021
Q2 		$333K Hold
4,283
– – 0.04% 143
2021
Q1 		$301K Hold
4,283
– – 0.04% 141
2020
Q4 		$277K Hold
4,283
– – 0.04% 140
2020
Q3 		$256K Sell
4,283
-188
-4% -$10.7K 0.04% 130
2020
Q2 		$247K Buy
4,471
+613
+16% +$32.5K 0.05% 122
2020
Q1 		$186K Sell
3,858
-200
-5% -$10.3K 0.04% 144
2019
Q4 		$215K Hold
4,058
– – 0.04% 181
2019
Q3 		$223K Hold
4,058
– – 0.04% 179
2019
Q2 		$231K Buy
4,058
+324
+9% +$17.5K 0.04% 176
2019
Q1 		$201K Buy
3,734
+234
+7% +$11.9K 0.03% 184
2018
Q4 		$158K Sell
3,500
-80
-2% -$3.83K 0.03% 176
2018
Q3 		$185K Sell
3,580
-1,712
-32% -$83.2K 0.03% 162
2018
Q2 		$233K Buy
5,292
+980
+23% +$45.2K 0.04% 145
2018
Q1 		$197K Sell
4,312
-3,916
-48% -$195K 0.04% 169
2017
Q4 		$389K Buy
8,228
+129
+2% +$6.33K 0.07% 141
2017
Q3 		$392K Buy
8,099
+3,871
+92% +$193K 0.07% 138
2017
Q2 		$212K Buy
4,228
+71
+2% +$3.24K 0.04% 144
2017
Q1 		$185K Buy
4,157
+84
+2% +$3.5K 0.04% 153
2016
Q4 		$157K Hold
4,073
– – 0.03% 159
2016
Q3 		$160K Buy
4,073
+391
+11% +$15.9K 0.03% 153
2016
Q2 		$151K Sell
3,682
-1,780
-33% -$71.1K 0.03% 152
2016
Q1 		$223K Sell
5,462
-383
-7% -$14.2K 0.05% 137
2015
Q4 		$214K Sell
5,845
-5,558
-49% -$212K 0.05% 144
2015
Q3 		$412K Sell
11,403
-139,547
-92% -$5.36M 0.1% 107
2015
Q2 		$6.08M Sell
150,950
-1,215
-0.8% -$52.7K 1.33% 25
2015
Q1 		$6.57M Sell
152,165
-7,039
-4% -$305K 1.47% 21
2014
Q4 		$7.16M Sell
159,204
-657
-0.4% -$26.7K 1.72% 12
2014
Q3 		$6.12M Sell
159,861
-2,733
-2% -$111K 1.43% 22
2014
Q2 		$6.59M Sell
162,594
-2,733
-2% -$112K 1.48% 18
2014
Q1 		$6.76M Buy
165,327
+5,420
+3% +$206K 1.66% 18
2013
Q4 		$6.12M Buy
159,907
+64,427
+67% +$2.21M 1.54% 20
2013
Q3 		$3.23M Sell
95,480
-53,363
-36% -$1.73M 1.18% 24
2013
Q2 		$4.57M Buy
+148,843
New +$4.94M 1.27% 26

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

Howe & Rusling's ORCL Position: Q1 2026 in Review

Howe & Rusling reduced its Oracle (ORCL) stake by 7.4% in Q1 2026, selling an estimated $78.7K and leaving 6,090 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #137.

Howe & Rusling first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.16M in Q4 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Howe & Rusling held 6,090 shares of Oracle worth $896K as of Q1 2026.
  • Howe & Rusling sold 484 Oracle shares in Q1 2026, an estimated $78.7K.
  • Oracle made up 0.06% of Howe & Rusling's portfolio in Q1 2026, its #137 holding.
  • Howe & Rusling first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's Oracle position peaked at $7.16M in Q4 2014.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.