Long Road Investment Counsel’s Oracle ORCL Stock Holding History

Long Road Investment Counsel’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	$9.66M	Buy	65,639 +1,200	+2%	+$195K	3.79%	8
2025 Q4	$12.6M	Sell	64,439 -6,364	-9%	-$1.52M	4.76%	6
2025 Q3	$19.9M	Sell	70,803 -400	-0.6%	-$102K	7.05%	2
2025 Q2	$15.6M	Sell	71,203 -825	-1%	-$133K	5.81%	4
2025 Q1	$10.1M	Buy	72,028 +2,050	+3%	+$334K	3.91%	4
2024 Q4	$11.7M	Sell	69,978 -1,912	-3%	-$340K	4.76%	4
2024 Q3	$12.3M	Sell	71,890 -1,000	-1%	-$145K	4.88%	4
2024 Q2	$10.3M	Sell	72,890 -1,000	-1%	-$124K	4.48%	4
2024 Q1	$9.28M	Sell	73,890 -6,150	-8%	-$704K	3.89%	5
2023 Q4	$8.94M	Buy	80,040 +4,100	+5%	+$447K	3.71%	8
2023 Q3	$8.04M	Sell	75,940 -900	-1%	-$104K	3.9%	5
2023 Q2	$9.15M	Sell	76,840 -1,000	-1%	-$103K	4.26%	5
2023 Q1	$7.23M	Sell	77,840 -1,425	-2%	-$125K	3.48%	7
2022 Q4	$6.48M	Buy	79,265 +525	+0.7%	+$39.9K	3.22%	7
2022 Q3	$4.81M	Hold	78,740	–	–	2.63%	12
2022 Q2	$5.5M	Sell	78,740 -825	-1%	-$60.4K	2.82%	10
2022 Q1	$6.58M	Buy	79,565 +825	+1%	+$66.8K	2.96%	11
2021 Q4	$6.87M	Sell	78,740 -3,000	-4%	-$282K	2.73%	14
2021 Q3	$7.12M	Hold	81,740	–	–	3.13%	8
2021 Q2	$6.36M	Hold	81,740	–	–	2.78%	11
2021 Q1	$5.74M	Hold	81,740	–	–	2.59%	10
2020 Q4	$5.29M	Sell	81,740 -300	-0.4%	-$17.9K	2.57%	11
2020 Q3	$4.9M	Buy	82,040 +300	+0.4%	+$17K	2.76%	10
2020 Q2	$4.52M	Sell	81,740 -1,200	-1%	-$63.6K	2.66%	10
2020 Q1	$4.01M	Buy	82,940 +900	+1%	+$46.5K	2.87%	10
2019 Q4	$4.35M	Sell	82,040 -1,100	-1%	-$60.6K	2.57%	11
2019 Q3	$4.58M	Hold	83,140	–	–	2.66%	9
2019 Q2	$4.74M	Sell	83,140 -2,000	-2%	-$108K	2.79%	8
2019 Q1	$4.57M	Buy	85,140 +900	+1%	+$45.9K	2.8%	8
2018 Q4	$3.8M	Hold	84,240	–	–	2.91%	9
2018 Q3	$4.34M	Sell	84,240 -400	-0.5%	-$19.4K	2.89%	9
2018 Q2	$3.73M	Hold	84,640	–	–	2.64%	10
2018 Q1	$3.87M	Sell	84,640 -400	-0.5%	-$19.9K	2.7%	9
2017 Q4	$4.02M	Sell	85,040 -248	-0.3%	-$12.2K	2.78%	8
2017 Q3	$4.12M	Hold	85,288	–	–	2.93%	9
2017 Q2	$4.28M	Hold	85,288	–	–	3.15%	8
2017 Q1	$3.81M	Hold	85,288	–	–	2.8%	9
2016 Q4	$3.28M	Hold	85,288	–	–	2.52%	11
2016 Q3	$3.35M	Sell	85,288 -3,200	-4%	-$130K	2.59%	10
2016 Q2	$3.62M	Sell	88,488 -1,000	-1%	-$39.9K	2.84%	10
2016 Q1	$3.66M	Hold	89,488	–	–	2.88%	10
2015 Q4	$3.27M	Hold	89,488	–	–	2.69%	10
2015 Q3	$3.23M	Hold	89,488	–	–	2.76%	10
2015 Q2	$3.61M	Hold	89,488	–	–	2.94%	9
2015 Q1	$3.86M	Hold	89,488	–	–	3.27%	8
2014 Q4	$4.02M	Buy	+89,488	New	+$3.64M	3.62%	7

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

Long Road Investment Counsel's ORCL Position: Q1 2026 in Review

Long Road Investment Counsel increased its Oracle (ORCL) stake by 1.9% in Q1 2026, buying an estimated $195K and bringing the position to 65,639 shares worth $9.66M. The position accounts for 3.79% of the portfolio, ranked #8.

Long Road Investment Counsel first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.9M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Long Road Investment Counsel held 65,639 shares of Oracle worth $9.66M as of Q1 2026.
Long Road Investment Counsel bought 1,200 Oracle shares in Q1 2026, an estimated $195K.
Oracle made up 3.79% of Long Road Investment Counsel's portfolio in Q1 2026, its #8 holding.
Long Road Investment Counsel first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
Long Road Investment Counsel's Oracle position peaked at $19.9M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.