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ORCL icon

INVST’s Oracle ORCL Stock Holding History

INVST’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 		$414K Buy
2,817
+968
+52% +$157K 0.05% 263
2025
Q4 		$360K Buy
1,849
+120
+7% +$28.6K 0.04% 254
2025
Q3 		$486K Sell
1,729
-132
-7% -$33.6K 0.06% 240
2025
Q2 		$407K Buy
1,861
+12
+0.6% +$1.94K 0.05% 242
2025
Q1 		$258K Sell
1,849
-950
-34% -$155K 0.04% 256
2024
Q4 		$466K Sell
2,799
-89
-3% -$15.8K 0.06% 178
2024
Q3 		$492K Sell
2,888
-484
-14% -$70.1K 0.06% 179
2024
Q2 		$482K Buy
3,372
+79
+2% +$9.81K 0.05% 169
2024
Q1 		$413K Sell
3,293
-6
-0.2% -$687 0.05% 164
2023
Q4 		$380K Buy
3,299
+86
+3% +$9.39K 0.05% 165
2023
Q3 		$340K Buy
3,213
+81
+3% +$9.38K 0.05% 160
2023
Q2 		$373K Buy
3,132
+6
+0.2% +$620 0.05% 146
2023
Q1 		$297K Buy
3,126
+133
+4% +$11.7K 0.05% 142
2022
Q4 		$265K Buy
+2,993
New +$227K 0.04% 140
2021
Q4 		– Sell
-2,448
Closed -$213K – 211
2021
Q3 		$213K Hold
2,448
– – 0.03% 182
2021
Q2 		$214K Buy
+2,448
New +$192K 0.04% 182
2018
Q3 		– Sell
-23,968
Closed -$1.06M – 55
2018
Q2 		$1.06M Sell
23,968
-57
-0.2% -$2.63K 0.62% 26
2018
Q1 		$1.08M Buy
24,025
+95
+0.4% +$4.72K 0.69% 23
2017
Q4 		$1.13M Buy
23,930
+167
+0.7% +$8.19K 0.83% 23
2017
Q3 		$1.15M Buy
23,763
+769
+3% +$38.3K 1.01% 21
2017
Q2 		$1.03M Buy
+22,994
New +$1.05M 1.46% 19

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

INVST's ORCL Position: Q1 2026 in Review

INVST increased its Oracle (ORCL) stake by 52% in Q1 2026, buying an estimated $157K and bringing the position to 2,817 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #263.

INVST first reported a position in ORCL in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2017. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • INVST held 2,817 shares of Oracle worth $414K as of Q1 2026.
  • INVST bought 968 Oracle shares in Q1 2026, an estimated $157K.
  • Oracle made up 0.05% of INVST's portfolio in Q1 2026, its #263 holding.
  • INVST first reported a position in Oracle in Q2 2017 and has held it in 21 quarters since.
  • INVST's Oracle position peaked at $1.15M in Q3 2017.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.