Loring Wolcott & Coolidge Fiduciary Advisors’s Oracle ORCL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$493K	Hold	3,572	–	–	﹤0.01%	236
2025 Q4	$625K	Buy	3,572 +265	+8%	+$63.1K	0.01%	217
2025 Q3	$926K	Sell	3,307 -81	-2%	-$20.6K	0.01%	181
2025 Q2	$741K	Sell	3,388 -151	-4%	-$24.4K	0.01%	179
2025 Q1	$465K	Buy	3,539 +333	+10%	+$54.2K	﹤0.01%	215
2024 Q4	$507K	Buy	3,206 +648	+25%	+$115K	﹤0.01%	215
2024 Q3	$446K	Sell	2,558 -98	-4%	-$14.2K	﹤0.01%	223
2024 Q2	$379K	Buy	2,656 +144	+6%	+$17.9K	﹤0.01%	220
2024 Q1	$288K	Buy	2,512 +304	+14%	+$34.8K	﹤0.01%	240
2023 Q4	$247K	Sell	2,208 -502	-19%	-$54.8K	﹤0.01%	259
2023 Q3	$290K	Buy	2,710 +1,090	+67%	+$126K	﹤0.01%	242
2023 Q2	$193K	Buy	1,620 +4	+0.2%	+$414	﹤0.01%	298
2023 Q1	$150K	Sell	1,616 -170	-10%	-$14.9K	﹤0.01%	304
2022 Q4	$146K	Sell	1,786 -1,017	-36%	-$77.3K	﹤0.01%	303
2022 Q3	$171K	Sell	2,803 -151	-5%	-$11.1K	﹤0.01%	300
2022 Q2	$206K	Buy	2,954 +1,168	+65%	+$85.5K	﹤0.01%	286
2022 Q1	$148K	Hold	1,786	–	–	﹤0.01%	332
2021 Q4	$156K	Buy	1,786 +307	+21%	+$28.8K	﹤0.01%	343
2021 Q3	$129K	Sell	1,479 -104	-7%	-$9.19K	﹤0.01%	354
2021 Q2	$123K	Buy	+1,583	New	+$124K	﹤0.01%	373
2021 Q1	–	Sell	-1,272	Closed	-$82K	–	577
2020 Q4	$82K	Buy	1,272 +804	+172%	+$47.9K	﹤0.01%	378
2020 Q3	$28K	Buy	468 +130	+38%	+$7.38K	﹤0.01%	442
2020 Q2	$19K	Sell	338 -300	-47%	-$15.9K	﹤0.01%	454
2020 Q1	$31K	Sell	638 -2,890	-82%	-$149K	﹤0.01%	418
2019 Q4	$187K	Sell	3,528 -1,576	-31%	-$86.8K	﹤0.01%	277
2019 Q3	$281K	Sell	5,104 -85	-2%	-$4.7K	﹤0.01%	228
2019 Q2	$296K	Hold	5,189	–	–	﹤0.01%	231
2019 Q1	$279K	Buy	5,189 +671	+15%	+$34.2K	﹤0.01%	231
2018 Q4	$204K	Sell	4,518 -358	-7%	-$17.2K	﹤0.01%	249
2018 Q3	$251K	Hold	4,876	–	–	﹤0.01%	248
2018 Q2	$215K	Hold	4,876	–	–	﹤0.01%	269
2018 Q1	$223K	Hold	4,876	–	–	﹤0.01%	264
2017 Q4	$231K	Hold	4,876	–	–	﹤0.01%	268
2017 Q3	$236K	Sell	4,876 -74	-1%	-$3.68K	﹤0.01%	264
2017 Q2	$247K	Hold	4,950	–	–	﹤0.01%	254
2017 Q1	$221K	Sell	4,950 -100	-2%	-$4.16K	﹤0.01%	267
2016 Q4	$194K	Sell	5,050 -181	-3%	-$7.08K	﹤0.01%	270
2016 Q3	$205K	Sell	5,231 -650	-11%	-$26.5K	﹤0.01%	259
2016 Q2	$241K	Sell	5,881 -1,442	-20%	-$57.6K	0.01%	242
2016 Q1	$300K	Hold	7,323	–	–	0.01%	218
2015 Q4	$268K	Sell	7,323 -3,230	-31%	-$123K	0.01%	240
2015 Q3	$425K	Hold	10,553	–	–	0.01%	214
2015 Q2	$425K	Sell	10,553 -609	-5%	-$26.4K	0.01%	214
2015 Q1	$482K	Sell	11,162 -500	-4%	-$21.7K	0.01%	213
2014 Q4	$524K	Buy	11,662 +500	+4%	+$20.3K	0.01%	195
2014 Q3	$427K	Sell	11,162 -1,126	-9%	-$45.6K	0.01%	200
2014 Q2	$498K	Buy	12,288 +491	+4%	+$20.2K	0.01%	192
2014 Q1	$483K	Sell	11,797 -5,573	-32%	-$212K	0.01%	189
2013 Q4	$665K	Sell	17,370 -200	-1%	-$6.88K	0.02%	171
2013 Q3	$583K	Sell	17,570 -750	-4%	-$24.3K	0.02%	172
2013 Q2	$563K	Buy	+18,320	New	+$608K	0.02%	184

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

Loring Wolcott & Coolidge Fiduciary Advisors's ORCL Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Oracle (ORCL) position steady in Q1 2026 at 3,572 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ORCL in Q2 2013 and has held it in 51 quarters since. The position peaked at $926K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,572 shares of Oracle worth $493K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Oracle share count unchanged in Q1 2026.
Oracle made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #236 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Oracle in Q2 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Oracle position peaked at $926K in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.