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Kurt F. Somerville’s Oracle ORCL Stock Holding History

Kurt F. Somerville’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 		$235K Sell
1,598
-323
-17% -$52.5K 0.06% 85
2025
Q4 		$374K Sell
1,921
-112
-6% -$26.7K 0.06% 79
2025
Q3 		$572K Sell
2,033
-8
-0.4% -$2.04K 0.09% 67
2025
Q2 		$446K Hold
2,041
– – 0.08% 74
2025
Q1 		$285K Sell
2,041
-75
-4% -$12.2K 0.05% 97
2024
Q4 		$353K Sell
2,116
-2
-0.1% -$355 0.06% 79
2024
Q3 		$361K Sell
2,118
-25
-1% -$3.62K 0.06% 82
2024
Q2 		$303K Hold
2,143
– – 0.05% 87
2024
Q1 		$269K Sell
2,143
-205
-9% -$23.5K 0.05% 93
2023
Q4 		$248K Hold
2,348
– – 0.05% 94
2023
Q3 		$249K Sell
2,348
-50
-2% -$5.79K 0.05% 94
2023
Q2 		$286K Sell
2,398
-15
-0.6% -$1.55K 0.05% 94
2023
Q1 		$224K Buy
+2,413
New +$212K 0.04% 101
2021
Q4 		– Sell
-3,966
Closed -$346K – 131
2021
Q3 		$346K Sell
3,966
-1,000
-20% -$88.3K 0.05% 89
2021
Q2 		$387K Sell
4,966
-1,000
-17% -$78.3K 0.06% 84
2021
Q1 		$418K Sell
5,966
-43
-0.7% -$2.78K 0.07% 79
2020
Q4 		$389K Sell
6,009
-1,050
-15% -$62.5K 0.06% 80
2020
Q3 		$422K Sell
7,059
-1,699
-19% -$96.5K 0.07% 78
2020
Q2 		$484K Sell
8,758
-250
-3% -$13.2K 0.09% 75
2020
Q1 		$435K Sell
9,008
-3,598
-29% -$186K 0.1% 69
2019
Q4 		$668K Sell
12,606
-2,346
-16% -$129K 0.13% 62
2019
Q3 		$822K Sell
14,952
-4,475
-23% -$247K 0.16% 58
2019
Q2 		$1.11M Sell
19,427
-9,990
-34% -$541K 0.22% 50
2019
Q1 		$1.58M Sell
29,417
-10,951
-27% -$558K 0.31% 44
2018
Q4 		$1.82M Sell
40,368
-19,762
-33% -$947K 0.42% 40
2018
Q3 		$3.1M Sell
60,130
-43,485
-42% -$2.11M 0.62% 37
2018
Q2 		$4.56M Sell
103,615
-38,405
-27% -$1.77M 1.01% 31
2018
Q1 		$6.5M Sell
142,020
-16,810
-11% -$836K 1.44% 29
2017
Q4 		$7.51M Sell
158,830
-31,606
-17% -$1.55M 1.55% 28
2017
Q3 		$9.21M Sell
190,436
-23,890
-11% -$1.19M 1.84% 26
2017
Q2 		$10.7M Sell
214,326
-22,866
-10% -$1.04M 2.19% 19
2017
Q1 		$10.6M Sell
237,192
-13,258
-5% -$552K 2.24% 17
2016
Q4 		$9.63M Sell
250,450
-4,809
-2% -$188K 2.13% 18
2016
Q3 		$10M Buy
255,259
+5,800
+2% +$236K 2.18% 18
2016
Q2 		$10.2M Buy
249,459
+2,800
+1% +$112K 2.29% 16
2016
Q1 		$10.1M Sell
246,659
-1,400
-0.6% -$51.8K 2.3% 16
2015
Q4 		$9.06M Buy
248,059
+12,600
+5% +$481K 2.07% 16
2015
Q3 		$8.5M Buy
235,459
+450
+0.2% +$17.3K 2.17% 17
2015
Q2 		$9.47M Sell
235,009
-975
-0.4% -$42.3K 2.19% 18
2015
Q1 		$10.2M Buy
235,984
+17,405
+8% +$754K 2.32% 15
2014
Q4 		$9.83M Buy
218,579
+89,455
+69% +$3.64M 2.45% 15
2014
Q3 		$4.94M Sell
129,124
-1,285
-1% -$52K 1.99% 16
2014
Q2 		$5.29M Sell
130,409
-1,300
-1% -$53.5K 2.06% 17
2014
Q1 		$5.39M Sell
131,709
-3,271
-2% -$125K 2.14% 16
2013
Q4 		$5.17M Sell
134,980
-6,950
-5% -$239K 1.98% 17
2013
Q3 		$4.71M Buy
141,930
+1,730
+1% +$56.1K 1.88% 19
2013
Q2 		$4.3M Buy
+140,200
New +$4.65M 1.81% 19

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

Kurt F. Somerville's ORCL Position: Q1 2026 in Review

Kurt F. Somerville reduced its Oracle (ORCL) stake by 17% in Q1 2026, selling an estimated $52.5K and leaving 1,598 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #85.

Kurt F. Somerville first reported a position in ORCL in Q2 2013 and has held it in 47 quarters since. The position peaked at $10.7M in Q2 2017. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kurt F. Somerville held 1,598 shares of Oracle worth $235K as of Q1 2026.
  • Kurt F. Somerville sold 323 Oracle shares in Q1 2026, an estimated $52.5K.
  • Oracle made up 0.06% of Kurt F. Somerville's portfolio in Q1 2026, its #85 holding.
  • Kurt F. Somerville first reported a position in Oracle in Q2 2013 and has held it in 47 quarters since.
  • Kurt F. Somerville's Oracle position peaked at $10.7M in Q2 2017.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.