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Ironwood Investment Counsel’s Oracle ORCL Stock Holding History

Ironwood Investment Counsel’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 		$457K Sell
3,104
-549
-15% -$89.2K 0.07% 182
2025
Q4 		$712K Buy
3,653
+240
+7% +$57.1K 0.1% 154
2025
Q3 		$960K Sell
3,413
-310
-8% -$78.9K 0.14% 127
2025
Q2 		$814K Buy
3,723
+1,161
+45% +$187K 0.13% 129
2025
Q1 		$358K Buy
2,562
+202
+9% +$32.9K 0.06% 185
2024
Q4 		$393K Sell
2,360
-74
-3% -$13.1K 0.07% 183
2024
Q3 		$415K Hold
2,434
– – 0.07% 184
2024
Q2 		$344K Sell
2,434
-332
-12% -$41.2K 0.06% 196
2024
Q1 		$347K Buy
+2,766
New +$317K 0.06% 196
2022
Q2 		– Sell
-2,422
Closed -$200K – 209
2022
Q1 		$200K Buy
+2,422
New +$196K 0.05% 208
2021
Q3 		– Sell
-3,056
Closed -$237K – 208
2021
Q2 		$237K Sell
3,056
-1,385
-31% -$108K 0.06% 179
2021
Q1 		$311K Buy
4,441
+11
+0.2% +$712 0.09% 150
2020
Q4 		$286K Buy
4,430
+61
+1% +$3.63K 0.07% 172
2020
Q3 		$260K Sell
4,369
-461
-10% -$26.2K 0.07% 167
2020
Q2 		$266K Sell
4,830
-78
-2% -$4.13K 0.08% 158
2020
Q1 		$237K Buy
4,908
+285
+6% +$14.7K 0.09% 144
2019
Q4 		$244K Buy
4,623
+312
+7% +$17.2K 0.08% 154
2019
Q3 		$237K Buy
4,311
+620
+17% +$34.2K 0.09% 153
2019
Q2 		$210K Buy
+3,691
New +$200K 0.08% 156

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

Ironwood Investment Counsel's ORCL Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $89.2K and leaving 3,104 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #182.

Ironwood Investment Counsel first reported a position in ORCL in Q2 2019 and has held it in 19 quarters since. The position peaked at $960K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ironwood Investment Counsel held 3,104 shares of Oracle worth $457K as of Q1 2026.
  • Ironwood Investment Counsel sold 549 Oracle shares in Q1 2026, an estimated $89.2K.
  • Oracle made up 0.07% of Ironwood Investment Counsel's portfolio in Q1 2026, its #182 holding.
  • Ironwood Investment Counsel first reported a position in Oracle in Q2 2019 and has held it in 19 quarters since.
  • Ironwood Investment Counsel's Oracle position peaked at $960K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.