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Ithaka Group’s Oracle ORCL Stock Holding History

Ithaka Group’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 		$7.07M Buy
48,081
+2,866
+6% +$466K 1.47% 24
2025
Q4 		$8.81M Sell
45,215
-1,134
-2% -$270K 1.57% 24
2025
Q3 		$13M Buy
+46,349
New +$11.8M 2.23% 20

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

Ithaka Group's ORCL Position: Q1 2026 in Review

Ithaka Group increased its Oracle (ORCL) stake by 6.3% in Q1 2026, buying an estimated $466K and bringing the position to 48,081 shares worth $7.07M. The position accounts for 1.47% of the portfolio, ranked #24.

Ithaka Group first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $13M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ithaka Group held 48,081 shares of Oracle worth $7.07M as of Q1 2026.
  • Ithaka Group bought 2,866 Oracle shares in Q1 2026, an estimated $466K.
  • Oracle made up 1.47% of Ithaka Group's portfolio in Q1 2026, its #24 holding.
  • Ithaka Group first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Ithaka Group's Oracle position peaked at $13M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ithaka Group's 13F filing for Q1 2026, filed 12 May 2026.