JIC
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Joel Isaacson & Co’s Oracle ORCL Stock Holding History

Joel Isaacson & Co’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 		$3.04M Buy
20,686
+636
+3% +$103K 0.1% 95
2025
Q4 		$3.91M Sell
20,050
-36
-0.2% -$8.57K 0.13% 77
2025
Q3 		$5.65M Buy
20,086
+838
+4% +$213K 0.2% 56
2025
Q2 		$4.21M Buy
19,248
+6
+0% +$969 0.17% 60
2025
Q1 		$2.69M Buy
19,242
+751
+4% +$122K 0.12% 82
2024
Q4 		$3.08M Buy
18,491
+4,752
+35% +$844K 0.14% 69
2024
Q3 		$2.34M Buy
13,739
+461
+3% +$66.8K 0.11% 86
2024
Q2 		$1.87M Buy
13,278
+617
+5% +$76.6K 0.1% 95
2024
Q1 		$1.59M Hold
12,661
– – 0.09% 101
2023
Q4 		$1.33M Buy
12,661
+197
+2% +$21.5K 0.08% 104
2023
Q3 		$1.32M Sell
12,464
-240
-2% -$27.8K 0.09% 95
2023
Q2 		$1.51M Hold
12,704
– – 0.1% 94
2023
Q1 		$1.18M Hold
12,704
– – 0.08% 102
2022
Q4 		$1.04M Buy
12,704
+1,115
+10% +$84.7K 0.08% 110
2022
Q3 		$708K Buy
11,589
+1,700
+17% +$124K 0.06% 131
2022
Q2 		$691K Buy
9,889
+214
+2% +$15.7K 0.06% 133
2022
Q1 		$757K Sell
9,675
-1
-0% -$81 0.06% 139
2021
Q4 		$844K Hold
9,676
– – 0.06% 134
2021
Q3 		$843K Sell
9,676
-649
-6% -$57.3K 0.06% 127
2021
Q2 		$804K Buy
10,325
+1,075
+12% +$84.2K 0.06% 128
2021
Q1 		$649K Buy
9,250
+100
+1% +$6.47K 0.06% 129
2020
Q4 		$592K Hold
9,150
– – 0.06% 132
2020
Q3 		$546K Hold
9,150
– – 0.07% 118
2020
Q2 		$506K Buy
9,150
+800
+10% +$42.4K 0.07% 117
2020
Q1 		$404K Buy
8,350
+200
+2% +$10.3K 0.07% 120
2019
Q4 		$432K Sell
8,150
-210
-3% -$11.6K 0.06% 141
2019
Q3 		$460K Sell
8,360
-1,281
-13% -$70.8K 0.07% 130
2019
Q2 		$549K Sell
9,641
-517
-5% -$28K 0.08% 119
2019
Q1 		$546K Buy
10,158
+205
+2% +$10.4K 0.08% 127
2018
Q4 		$481K Buy
9,953
+1,780
+22% +$85.3K 0.08% 134
2018
Q3 		$421K Hold
8,173
– – 0.07% 138
2018
Q2 		$360K Sell
8,173
-650
-7% -$29.9K 0.06% 148
2018
Q1 		$404K Hold
8,823
– – 0.07% 132
2017
Q4 		$417K Buy
8,823
+450
+5% +$22.1K 0.07% 128
2017
Q3 		$405K Buy
8,373
+176
+2% +$8.76K 0.07% 124
2017
Q2 		$411K Buy
8,197
+24
+0.3% +$1.09K 0.08% 114
2017
Q1 		$365K Hold
8,173
– – 0.07% 117
2016
Q4 		$314K Hold
8,173
– – 0.06% 123
2016
Q3 		$321K Sell
8,173
-507
-6% -$20.7K 0.07% 126
2016
Q2 		$355K Sell
8,680
-1,100
-11% -$43.9K 0.08% 119
2016
Q1 		$400K Buy
9,780
+1,100
+13% +$40.7K 0.09% 108
2015
Q4 		$317K Buy
8,680
+757
+10% +$28.9K 0.08% 123
2015
Q3 		$286K Sell
7,923
-425
-5% -$16.3K 0.08% 118
2015
Q2 		$336K Buy
8,348
+75
+0.9% +$3.25K 0.09% 115
2015
Q1 		$357K Buy
8,273
+413
+5% +$17.9K 0.09% 110
2014
Q4 		$353K Buy
7,860
+214
+3% +$8.71K 0.09% 98
2014
Q3 		$293K Buy
7,646
+3
+0% +$121 0.09% 95
2014
Q2 		$310K Sell
7,643
-132
-2% -$5.43K 0.1% 91
2014
Q1 		$318K Buy
7,775
+3
+0% +$114 0.11% 85
2013
Q4 		$297K Sell
7,772
-696
-8% -$23.9K 0.11% 82
2013
Q3 		$281K Buy
8,468
+4
+0% +$130 0.11% 79
2013
Q2 		$260K Buy
+8,464
New +$281K 0.12% 77

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

Joel Isaacson & Co's ORCL Position: Q1 2026 in Review

Joel Isaacson & Co increased its Oracle (ORCL) stake by 3.2% in Q1 2026, buying an estimated $103K and bringing the position to 20,686 shares worth $3.04M. The position accounts for 0.1% of the portfolio, ranked #95.

Joel Isaacson & Co first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.65M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Joel Isaacson & Co held 20,686 shares of Oracle worth $3.04M as of Q1 2026.
  • Joel Isaacson & Co bought 636 Oracle shares in Q1 2026, an estimated $103K.
  • Oracle made up 0.1% of Joel Isaacson & Co's portfolio in Q1 2026, its #95 holding.
  • Joel Isaacson & Co first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Joel Isaacson & Co's Oracle position peaked at $5.65M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.