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IQ EQ Fund Management’s Oracle ORCL Stock Holding History

IQ EQ Fund Management’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 		$1.4M Hold
9,539
– – 0.11% 172
2025
Q4 		$1.86M Sell
9,539
-490
-5% -$117K 0.13% 146
2025
Q3 		$2.82M Sell
10,029
-64,180
-86% -$16.3M 0.19% 130
2025
Q2 		$16.2M Buy
74,209
+298
+0.4% +$48.1K 1.44% 8
2025
Q1 		$10.3M Sell
73,911
-330
-0.4% -$53.7K 1.22% 15
2024
Q4 		$12.4M Sell
74,241
-12,278
-14% -$2.18M 1.46% 10
2024
Q3 		$14.7M Sell
86,519
-1,271
-1% -$184K 1.53% 9
2024
Q2 		$12.4M Sell
87,790
-7,625
-8% -$947K 1.42% 10
2024
Q1 		$12M Buy
95,415
+34
+0% +$3.89K 1.36% 9
2023
Q4 		$10.1M Buy
95,381
+62,286
+188% +$6.8M 1.18% 10
2023
Q3 		$3.51M Sell
33,095
-1,376
-4% -$159K 0.72% 53
2023
Q2 		$4.11M Buy
34,471
+332
+1% +$34.3K 0.78% 47
2023
Q1 		$3.17M Sell
34,139
-1,152
-3% -$101K 0.61% 64
2022
Q4 		$2.88M Sell
35,291
-3,754
-10% -$285K 0.59% 68
2022
Q3 		$2.38M Sell
39,045
-3,315
-8% -$243K 0.54% 71
2022
Q2 		$2.96M Sell
42,360
-2,346
-5% -$172K 0.59% 64
2022
Q1 		$3.7M Sell
44,706
-4,994
-10% -$404K 0.6% 60
2021
Q4 		$4.33M Sell
49,700
-3,685
-7% -$346K 0.66% 44
2021
Q3 		$4.65M Sell
53,385
-529
-1% -$46.7K 0.71% 41
2021
Q2 		$4.2M Buy
53,914
+28
+0.1% +$2.19K 0.64% 47
2021
Q1 		$3.78M Sell
53,886
-7,831
-13% -$507K 0.67% 43
2020
Q4 		$3.99M Buy
61,717
+925
+2% +$55.1K 0.92% 22
2020
Q3 		$3.63M Sell
60,792
-487
-0.8% -$27.7K 1.09% 21
2020
Q2 		$3.39M Sell
61,279
-992
-2% -$52.6K 1.14% 22
2020
Q1 		$3.01M Sell
62,271
-1,542
-2% -$79.6K 1.23% 23
2019
Q4 		$3.38M Sell
63,813
-1,818
-3% -$100K 1.07% 29
2019
Q3 		$3.61M Buy
65,631
+2,682
+4% +$148K 1.17% 26
2019
Q2 		$3.59M Buy
+62,949
New +$3.41M 1.16% 26
2018
Q4 		$4.26M Sell
94,379
-3,288
-3% -$158K 1.56% 18
2018
Q3 		$5.24M Sell
97,667
-16,616
-15% -$807K 1.44% 23
2018
Q2 		$5.04M Buy
+114,283
New +$5.27M 1.35% 25
2017
Q1 		$5.58M Sell
110,598
-12,191
-10% -$508K 1.05% 27
2016
Q4 		$5.42M Sell
122,789
-36,055
-23% -$1.41M 0.98% 27
2016
Q3 		$6.72M Buy
158,844
+8,311
+6% +$339K 1.24% 27
2016
Q2 		$6.71M Sell
150,533
-25,734
-15% -$1.03M 1.26% 27
2016
Q1 		$7.66M Sell
176,267
-1,524
-0.9% -$56.4K 1.4% 25
2015
Q4 		$7.24M Buy
177,791
+41,426
+30% +$1.58M 1.24% 29
2015
Q3 		$5.34M Sell
136,365
-21,672
-14% -$833K 0.86% 34
2015
Q2 		$6.92M Buy
158,037
+10,871
+7% +$472K 1% 33
2015
Q1 		$7.15M Sell
147,166
-22,160
-13% -$960K 0.96% 34
2014
Q4 		$7.62M Buy
+169,326
New +$6.89M 1.1% 31

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

IQ EQ Fund Management's ORCL Position: Q1 2026 in Review

IQ EQ Fund Management held its Oracle (ORCL) position steady in Q1 2026 at 9,539 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #172.

IQ EQ Fund Management first reported a position in ORCL in Q4 2014 and has held it in 41 quarters since. The position peaked at $16.2M in Q2 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IQ EQ Fund Management held 9,539 shares of Oracle worth $1.4M as of Q1 2026.
  • IQ EQ Fund Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.11% of IQ EQ Fund Management's portfolio in Q1 2026, its #172 holding.
  • IQ EQ Fund Management first reported a position in Oracle in Q4 2014 and has held it in 41 quarters since.
  • IQ EQ Fund Management's Oracle position peaked at $16.2M in Q2 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.