JVL Associates’s Oracle ORCL Stock Holding History

JVL Associates’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	-1,037	Closed	-$202K	–	66
2025 Q4	$202K	Sell	1,037 -41	-4%	-$9.76K	0.07%	63
2025 Q3	$303K	Sell	1,078 -3	-0.3%	-$764	0.1%	50
2025 Q2	$236K	Buy	+1,081	New	+$175K	0.08%	58

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JVL Associates's ORCL Position: Q1 2026 in Review

JVL Associates sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,037 shares — an estimated $202K sold.

JVL Associates first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $303K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

JVL Associates reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
JVL Associates sold 1,037 Oracle shares in Q1 2026, an estimated $202K.
JVL Associates first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
JVL Associates's Oracle position peaked at $303K in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on JVL Associates's 13F filing for Q1 2026, filed 16 Apr 2026.