Iowa State Bank’s Oracle ORCL Stock Holding History

Iowa State Bank’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	$5.21M	Buy	35,398 +3,701	+12%	+$602K	0.96%	33
2025 Q4	$6.18M	Buy	31,697 +157	+0.5%	+$37.4K	1.16%	26
2025 Q3	$8.87M	Sell	31,540 -1,917	-6%	-$488K	1.69%	15
2025 Q2	$7.31M	Buy	33,457 +50	+0.1%	+$8.07K	1.46%	20
2025 Q1	$4.67M	Sell	33,407 -1,343	-4%	-$219K	0.99%	34
2024 Q4	$5.79M	Buy	34,750 +19	+0.1%	+$3.38K	1.2%	32
2024 Q3	$5.92M	Sell	34,731 -1,275	-4%	-$185K	1.22%	29
2024 Q2	$5.08M	Buy	36,006 +304	+0.9%	+$37.8K	1.12%	30
2024 Q1	$4.48M	Buy	35,702 +1,051	+3%	+$120K	0.99%	36
2023 Q4	$3.65M	Sell	34,651 -472	-1%	-$51.5K	0.88%	37
2023 Q3	$3.72M	Sell	35,123 -3,045	-8%	-$352K	0.97%	34
2023 Q2	$4.55M	Sell	38,168 -14,375	-27%	-$1.49M	1.14%	29
2023 Q1	$4.88M	Sell	52,543 -1,523	-3%	-$134K	1.22%	27
2022 Q4	$4.42M	Buy	54,066 +2,393	+5%	+$182K	1.11%	30
2022 Q3	$3.16M	Buy	51,673 +565	+1%	+$41.4K	0.9%	43
2022 Q2	$3.57M	Buy	51,108 +123	+0.2%	+$9K	0.95%	42
2022 Q1	$4.22M	Buy	50,985 +3,891	+8%	+$315K	0.98%	35
2021 Q4	$4.11M	Buy	47,094 +7,729	+20%	+$726K	0.97%	36
2021 Q3	$3.43M	Sell	39,365 -1,109	-3%	-$98K	0.96%	37
2021 Q2	$3.15M	Sell	40,474 -126	-0.3%	-$9.86K	0.88%	41
2021 Q1	$2.85M	Buy	40,600 +2,450	+6%	+$159K	0.86%	45
2020 Q4	$2.47M	Buy	38,150 +91	+0.2%	+$5.42K	0.82%	46
2020 Q3	$2.27M	Sell	38,059 -54	-0.1%	-$3.07K	0.88%	40
2020 Q2	$2.11M	Sell	38,113 -757	-2%	-$40.1K	0.92%	42
2020 Q1	$1.88M	Buy	38,870 +1,189	+3%	+$61.4K	0.88%	42
2019 Q4	$2M	Buy	37,681 +497	+1%	+$27.4K	0.71%	49
2019 Q3	$2.05M	Buy	37,184 +1,844	+5%	+$102K	0.78%	47
2019 Q2	$2.01M	Sell	35,340 -412	-1%	-$22.3K	0.9%	41
2019 Q1	$1.92M	Sell	35,752 -745	-2%	-$38K	0.88%	41
2018 Q4	$1.65M	Sell	36,497 -964	-3%	-$46.2K	0.83%	43
2018 Q3	$1.93M	Buy	37,461 +100	+0.3%	+$4.86K	0.86%	43
2018 Q2	$1.65M	Buy	37,361 +648	+2%	+$29.9K	0.79%	45
2018 Q1	$1.68M	Sell	36,713 -395	-1%	-$19.6K	0.82%	43
2017 Q4	$1.75M	Buy	37,108 +1,560	+4%	+$76.5K	0.79%	44
2017 Q3	$1.72M	Buy	35,548 +1,283	+4%	+$63.8K	0.81%	42
2017 Q2	$1.72M	Sell	34,265 -3,479	-9%	-$159K	0.82%	43
2017 Q1	$1.68M	Buy	37,744 +2,252	+6%	+$93.8K	0.82%	42
2016 Q4	$1.36M	Buy	35,492 +383	+1%	+$15K	0.7%	45
2016 Q3	$1.38M	Buy	+35,109	New	+$1.43M	0.74%	45

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iowa State Bank's ORCL Position: Q1 2026 in Review

Iowa State Bank increased its Oracle (ORCL) stake by 12% in Q1 2026, buying an estimated $602K and bringing the position to 35,398 shares worth $5.21M. The position accounts for 0.96% of the portfolio, ranked #33.

Iowa State Bank first reported a position in ORCL in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.87M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Iowa State Bank held 35,398 shares of Oracle worth $5.21M as of Q1 2026.
Iowa State Bank bought 3,701 Oracle shares in Q1 2026, an estimated $602K.
Oracle made up 0.96% of Iowa State Bank's portfolio in Q1 2026, its #33 holding.
Iowa State Bank first reported a position in Oracle in Q3 2016 and has held it in 39 quarters since.
Iowa State Bank's Oracle position peaked at $8.87M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.