L.J. Altfest & Co’s Oracle ORCL Stock Holding History

L.J. Altfest & 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	$1.47M	Sell	9,978 -245	-2%	-$39.8K	0.16%	111
2025 Q4	$1.99M	Sell	10,223 -29	-0.3%	-$6.91K	0.22%	84
2025 Q3	$2.88M	Sell	10,252 -8,558	-45%	-$2.18M	0.32%	59
2025 Q2	$4.11M	Buy	18,810 +460	+3%	+$74.3K	0.48%	47
2025 Q1	$2.57M	Buy	18,350 +2,835	+18%	+$462K	0.32%	58
2024 Q4	$2.59M	Sell	15,515 -3,206	-17%	-$570K	0.33%	61
2024 Q3	$3.19M	Buy	18,721 +4,533	+32%	+$657K	0.42%	47
2024 Q2	$2M	Buy	14,188 +1,421	+11%	+$176K	0.27%	62
2024 Q1	$1.6M	Buy	12,767 +103	+0.8%	+$11.8K	0.23%	74
2023 Q4	$1.33M	Buy	12,664 +2,984	+31%	+$326K	0.19%	94
2023 Q3	$1.02M	Hold	9,680	–	–	0.16%	109
2023 Q2	$1.15M	Sell	9,680 -486	-5%	-$50.2K	0.17%	92
2023 Q1	$945K	Buy	10,166 +1,793	+21%	+$157K	0.15%	103
2022 Q4	$684K	Sell	8,373 -69	-0.8%	-$5.24K	0.11%	125
2022 Q3	$516K	Buy	8,442 +50	+0.6%	+$3.66K	0.1%	139
2022 Q2	$586K	Buy	8,392 +1,000	+14%	+$73.2K	0.11%	132
2022 Q1	$612K	Sell	7,392 -59	-0.8%	-$4.78K	0.11%	134
2021 Q4	$650K	Hold	7,451	–	–	0.12%	123
2021 Q3	$649K	Sell	7,451 -38	-0.5%	-$3.36K	0.14%	114
2021 Q2	$583K	Sell	7,489 -127	-2%	-$9.94K	0.13%	125
2021 Q1	$534K	Hold	7,616	–	–	0.13%	130
2020 Q4	$493K	Buy	7,616 +127	+2%	+$7.56K	0.12%	129
2020 Q3	$447K	Hold	7,489	–	–	0.12%	129
2020 Q2	$414K	Sell	7,489 -4,607	-38%	-$244K	0.12%	131
2020 Q1	$585K	Sell	12,096 -1,563	-11%	-$80.7K	0.18%	92
2019 Q4	$724K	Sell	13,659 -1,556	-10%	-$85.7K	0.18%	82
2019 Q3	$837K	Buy	15,215 +7,692	+102%	+$425K	0.22%	73
2019 Q2	$429K	Sell	7,523 -509	-6%	-$27.5K	0.11%	114
2019 Q1	$431K	Hold	8,032	–	–	0.1%	111
2018 Q4	$363K	Hold	8,032	–	–	0.1%	105
2018 Q3	$414K	Sell	8,032 -4,100	-34%	-$199K	0.12%	118
2018 Q2	$535K	Sell	12,132 -108	-0.9%	-$4.98K	0.2%	98
2018 Q1	$560K	Buy	12,240 +192	+2%	+$9.54K	0.24%	94
2017 Q4	$570K	Sell	12,048 -11,595	-49%	-$569K	0.22%	101
2017 Q3	$1.14M	Buy	23,643 +12,257	+108%	+$610K	0.56%	50
2017 Q2	$571K	Hold	11,386	–	–	0.34%	83
2017 Q1	$508K	Sell	11,386 -124	-1%	-$5.16K	0.2%	84
2016 Q4	$443K	Sell	11,510 -17	-0.1%	-$665	0.22%	89
2016 Q3	$453K	Buy	11,527 +17	+0.1%	+$693	0.3%	80
2016 Q2	$471K	Sell	11,510 -32,250	-74%	-$1.29M	0.33%	81
2016 Q1	$1.79M	Sell	43,760 -374	-0.8%	-$13.8K	1.84%	18
2015 Q4	$1.61M	Sell	44,134 -1,055	-2%	-$40.3K	1.58%	21
2015 Q3	$1.63M	Sell	45,189 -654	-1%	-$25.1K	1.61%	17
2015 Q2	$1.85M	Buy	45,843 +185	+0.4%	+$8.02K	1.69%	17
2015 Q1	$1.97M	Buy	45,658 +622	+1%	+$27K	1.83%	15
2014 Q4	$2.03M	Sell	45,036 -1,207	-3%	-$49.1K	1.66%	15
2014 Q3	$1.8M	Buy	46,243 +4,762	+11%	+$193K	1.77%	17
2014 Q2	$1.7M	Buy	41,481 +877	+2%	+$36.1K	1.67%	19
2014 Q1	$1.58M	Sell	40,604 -211	-0.5%	-$8.03K	1.47%	17
2013 Q4	$1.56M	Buy	+40,815	New	+$1.4M	1.33%	20

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

L.J. Altfest & Co's ORCL Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Oracle (ORCL) stake by 2.4% in Q1 2026, selling an estimated $39.8K and leaving 9,978 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #111.

L.J. Altfest & Co first reported a position in ORCL in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.11M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

L.J. Altfest & Co held 9,978 shares of Oracle worth $1.47M as of Q1 2026.
L.J. Altfest & Co sold 245 Oracle shares in Q1 2026, an estimated $39.8K.
Oracle made up 0.16% of L.J. Altfest & Co's portfolio in Q1 2026, its #111 holding.
L.J. Altfest & Co first reported a position in Oracle in Q4 2013 and has held it in 50 quarters since.
L.J. Altfest & Co's Oracle position peaked at $4.11M in Q2 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.