Kovitz Investment Group Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
93,681
+2,396
| +3% | +$389K | 0.32% | 81 |
|
|
2025
Q4 | $17.8M | Sell |
91,285
-87,743
| -49% | -$20.9M | 0.39% | 61 |
|
|
2025
Q3 | $50.4M | Sell |
179,028
-614,480
| -77% | -$156M | 0.2% | 108 |
|
|
2025
Q2 | $173M | Sell |
793,508
-77,698
| -9% | -$12.5M | 0.74% | 30 |
|
|
2025
Q1 | $122M | Sell |
871,206
-146,412
| -14% | -$23.8M | 0.61% | 43 |
|
|
2024
Q4 | $170M | Buy |
1,017,618
+182,191
| +22% | +$32.4M | 0.83% | 28 |
|
|
2024
Q3 | $137M | Sell |
835,427
-26,983
| -3% | -$3.91M | 0.97% | 24 |
|
|
2024
Q2 | $122M | Buy |
862,410
+62,962
| +8% | +$7.82M | 1.04% | 24 |
|
|
2024
Q1 | $100M | Buy |
799,448
+701,358
| +715% | +$80.3M | 1.28% | 25 |
|
|
2023
Q4 | $10.3M | Sell |
98,090
-3,481
| -3% | -$380K | 0.17% | 62 |
|
|
2023
Q3 | $10.8M | Sell |
101,571
-2,421
| -2% | -$280K | 0.19% | 56 |
|
|
2023
Q2 | $12.4M | Sell |
103,992
-3,154
| -3% | -$326K | 0.18% | 58 |
|
|
2023
Q1 | $9.96M | Buy |
107,146
+1,352
| +1% | +$119K | 0.17% | 74 |
|
|
2022
Q4 | $8.65M | Sell |
105,794
-1,393
| -1% | -$106K | 0.17% | 82 |
|
|
2022
Q3 | $6.55M | Buy |
107,187
+186
| +0.2% | +$13.6K | 0.15% | 94 |
|
|
2022
Q2 | $7.48M | Sell |
107,001
-220
| -0.2% | -$16.1K | 0.17% | 94 |
|
|
2022
Q1 | $8.87M | Sell |
107,221
-43,222
| -29% | -$3.5M | 0.17% | 84 |
|
|
2021
Q4 | $9.73M | Buy |
150,443
+17,142
| +13% | +$1.61M | 0.23% | 68 |
|
|
2021
Q3 | $11.6M | Sell |
133,301
-95
| -0.1% | -$8.39K | 0.23% | 61 |
|
|
2021
Q2 | $10.4M | Sell |
133,396
-11,598
| -8% | -$908K | 0.2% | 69 |
|
|
2021
Q1 | $10.2M | Sell |
144,994
-5,448
| -4% | -$353K | 0.24% | 68 |
|
|
2020
Q4 | $9.73M | Buy |
150,442
+13,102
| +10% | +$780K | 0.24% | 65 |
|
|
2020
Q3 | $8.2M | Sell |
137,340
-476
| -0.3% | -$27K | 0.23% | 71 |
|
|
2020
Q2 | $7.62M | Sell |
137,816
-4,916
| -3% | -$260K | 0.24% | 69 |
|
|
2020
Q1 | $6.9M | Sell |
142,732
-25,145
| -15% | -$1.3M | 0.25% | 67 |
|
|
2019
Q4 | $8.89M | Buy |
167,877
+2,521
| +2% | +$139K | 0.26% | 66 |
|
|
2019
Q3 | $9.1M | Buy |
165,356
+3,693
| +2% | +$204K | 0.29% | 61 |
|
|
2019
Q2 | $9.21M | Sell |
161,663
-3,406
| -2% | -$184K | 0.29% | 54 |
|
|
2019
Q1 | $8.87M | Buy |
165,069
+7,232
| +5% | +$368K | 0.28% | 56 |
|
|
2018
Q4 | $7.13M | Buy |
+157,837
| New | +$7.56M | 0.28% | 59 |
|
|
2018
Q1 | – | Sell |
-4,805
| Closed | -$227 | – | 153 |
|
|
2017
Q4 | $227 | Sell |
4,805
-529
| -10% | -$25.9K | 0.01% | 154 |
|
|
2017
Q3 | $258K | Buy |
5,334
+880
| +20% | +$43.8K | 0.01% | 147 |
|
|
2017
Q2 | $223K | Buy |
+4,454
| New | +$203K | 0.01% | 148 |
|
Other funds holding ORCL
VCM
VPM
Kovitz Investment Group Partners's ORCL Position: Q1 2026 in Review
Kovitz Investment Group Partners increased its Oracle (ORCL) stake by 2.6% in Q1 2026, buying an estimated $389K and bringing the position to 93,681 shares worth $13.8M. The position accounts for 0.32% of the portfolio, ranked #81.
Kovitz Investment Group Partners first reported a position in ORCL in Q2 2017 and has held it in 33 quarters since. The position peaked at $173M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Kovitz Investment Group Partners held 93,681 shares of Oracle worth $13.8M as of Q1 2026.
- Kovitz Investment Group Partners bought 2,396 Oracle shares in Q1 2026, an estimated $389K.
- Oracle made up 0.32% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #81 holding.
- Kovitz Investment Group Partners first reported a position in Oracle in Q2 2017 and has held it in 33 quarters since.
- Kovitz Investment Group Partners's Oracle position peaked at $173M in Q2 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.