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Ironwood Investment Management’s Oracle ORCL Stock Holding History

Ironwood Investment 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 		– Sell
-1,211
Closed -$236K – 182
2025
Q4 		$236K Hold
1,211
– – 0.1% 149
2025
Q3 		$341K Hold
1,211
– – 0.15% 131
2025
Q2 		$265K Buy
+1,211
New +$196K 0.13% 135
2025
Q1 		– Sell
-1,211
Closed -$202K – 167
2024
Q4 		$202K Sell
1,211
-50
-4% -$8.88K 0.1% 150
2024
Q3 		$215K Sell
1,261
-429
-25% -$62.1K 0.1% 146
2024
Q2 		$239K Hold
1,690
– – 0.13% 136
2024
Q1 		$212K Buy
+1,690
New +$193K 0.1% 150
2023
Q4 		– Sell
-1,915
Closed -$203K – 168
2023
Q3 		$203K Sell
1,915
-185
-9% -$21.4K 0.12% 143
2023
Q2 		$250K Buy
+2,100
New +$217K 0.14% 136

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 Management's ORCL Position: Q1 2026 in Review

Ironwood Investment Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,211 shares — an estimated $236K sold.

Ironwood Investment Management first reported a position in ORCL in Q2 2023 and held it in 9 quarters. The position peaked at $341K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ironwood Investment Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Ironwood Investment Management sold 1,211 Oracle shares in Q1 2026, an estimated $236K.
  • Ironwood Investment Management first reported a position in Oracle in Q2 2023 and held it in 9 quarters.
  • Ironwood Investment Management's Oracle position peaked at $341K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.