IC
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IEQ Capital’s Oracle ORCL Stock Holding History

IEQ Capital’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 		$34.7M Buy
235,581
+5,309
+2% +$863K 0.16% 116
2025
Q4 		$44.9M Sell
230,272
-367
-0.2% -$87.4K 0.13% 95
2025
Q3 		$64.9M Buy
230,639
+42,032
+22% +$10.7M 0.2% 53
2025
Q2 		$41.2M Buy
188,607
+27,711
+17% +$4.47M 0.25% 57
2025
Q1 		$22.5M Buy
160,896
+16,433
+11% +$2.68M 0.18% 87
2024
Q4 		$24.1M Sell
144,463
-2,639
-2% -$469K 0.23% 58
2024
Q3 		$25.1M Buy
147,102
+6,543
+5% +$948K 0.31% 47
2024
Q2 		$19.8M Buy
140,559
+14,105
+11% +$1.75M 0.27% 56
2024
Q1 		$15.9M Buy
126,454
+9,595
+8% +$1.1M 0.23% 66
2023
Q4 		$12.3M Buy
116,859
+20,624
+21% +$2.25M 0.21% 75
2023
Q3 		$10.2M Sell
96,235
-313
-0.3% -$36.2K 0.21% 77
2023
Q2 		$11.5M Buy
96,548
+4,911
+5% +$508K 0.23% 72
2023
Q1 		$8.51M Buy
91,637
+5,257
+6% +$461K 0.2% 83
2022
Q4 		$7.06M Sell
86,380
-3,705
-4% -$282K 0.2% 89
2022
Q3 		$5.5M Buy
90,085
+22,031
+32% +$1.61M 0.15% 104
2022
Q2 		$4.75M Buy
68,054
+12,616
+23% +$924K 0.14% 102
2022
Q1 		$4.59M Sell
55,438
-3,465
-6% -$281K 0.11% 121
2021
Q4 		$5.14M Buy
58,903
+4,616
+9% +$433K 0.12% 100
2021
Q3 		$4.73M Buy
54,287
+7,857
+17% +$694K 0.13% 103
2021
Q2 		$3.61M Buy
46,430
+5,360
+13% +$420K 0.11% 113
2021
Q1 		$2.88M Buy
41,070
+2,652
+7% +$172K 0.12% 106
2020
Q4 		$2.48M Sell
38,418
-2,487
-6% -$148K 0.11% 113
2020
Q3 		$2.44M Buy
40,905
+1,962
+5% +$111K 0.13% 101
2020
Q2 		$2.15M Sell
38,943
-3,130
-7% -$166K 0.14% 100
2020
Q1 		$2.03M Buy
42,073
+9,521
+29% +$491K 0.16% 88
2019
Q4 		$1.73M Buy
+32,552
New +$1.79M 0.15% 101

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

IEQ Capital's ORCL Position: Q1 2026 in Review

IEQ Capital increased its Oracle (ORCL) stake by 2.3% in Q1 2026, buying an estimated $863K and bringing the position to 235,581 shares worth $34.7M. The position accounts for 0.16% of the portfolio, ranked #116.

IEQ Capital first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $64.9M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IEQ Capital held 235,581 shares of Oracle worth $34.7M as of Q1 2026.
  • IEQ Capital bought 5,309 Oracle shares in Q1 2026, an estimated $863K.
  • Oracle made up 0.16% of IEQ Capital's portfolio in Q1 2026, its #116 holding.
  • IEQ Capital first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Oracle position peaked at $64.9M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.