Mackenzie Financial’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 | $59.4M | Sell |
404,001
-92,537
| -19% | -$15M | 0.07% | 231 |
|
|
2025
Q4 | $97.7M | Sell |
496,538
-552,992
| -53% | -$132M | 0.12% | 159 |
|
|
2025
Q3 | $295M | Sell |
1,049,530
-125,669
| -11% | -$32M | 0.36% | 68 |
|
|
2025
Q2 | $257M | Sell |
1,175,199
-779,453
| -40% | -$126M | 0.33% | 73 |
|
|
2025
Q1 | $273M | Sell |
1,954,652
-928,408
| -32% | -$151M | 0.39% | 72 |
|
|
2024
Q4 | $480M | Buy |
2,883,060
+333,755
| +13% | +$59.3M | 0.65% | 39 |
|
|
2024
Q3 | $434M | Sell |
2,549,305
-171,168
| -6% | -$24.8M | 0.6% | 44 |
|
|
2024
Q2 | $384M | Sell |
2,720,473
-269,514
| -9% | -$33.5M | 0.57% | 46 |
|
|
2024
Q1 | $376M | Sell |
2,989,987
-17,327
| -0.6% | -$1.98M | 0.54% | 46 |
|
|
2023
Q4 | $317M | Sell |
3,007,314
-161,655
| -5% | -$17.6M | 0.48% | 56 |
|
|
2023
Q3 | $331M | Buy |
3,168,969
+825,030
| +35% | +$95.5M | 0.56% | 45 |
|
|
2023
Q2 | $275M | Sell |
2,343,939
-471,565
| -17% | -$48.8M | 0.42% | 60 |
|
|
2023
Q1 | $262M | Buy |
2,815,504
+153,879
| +6% | +$13.5M | 0.4% | 61 |
|
|
2022
Q4 | $218M | Buy |
2,661,625
+236,106
| +10% | +$17.9M | 0.36% | 65 |
|
|
2022
Q3 | $148M | Buy |
2,425,519
+61,634
| +3% | +$4.51M | 0.25% | 96 |
|
|
2022
Q2 | $165M | Buy |
2,363,885
+104,545
| +5% | +$7.65M | 0.26% | 93 |
|
|
2022
Q1 | $187M | Buy |
2,259,340
+258,075
| +13% | +$20.9M | 0.25% | 97 |
|
|
2021
Q4 | $175M | Sell |
2,001,265
-480,764
| -19% | -$45.1M | 0.24% | 104 |
|
|
2021
Q3 | $216M | Sell |
2,482,029
-571,016
| -19% | -$50.4M | 0.31% | 80 |
|
|
2021
Q2 | $238M | Sell |
3,053,045
-538,254
| -15% | -$42.1M | 0.33% | 78 |
|
|
2021
Q1 | $252M | Sell |
3,591,299
-1,252,113
| -26% | -$81.1M | 0.38% | 68 |
|
|
2020
Q4 | $313M | Sell |
4,843,412
-305,094
| -6% | -$18.2M | 0.68% | 38 |
|
|
2020
Q3 | $307M | Buy |
5,148,506
+490,907
| +11% | +$27.9M | 0.76% | 32 |
|
|
2020
Q2 | $257M | Buy |
4,657,599
+244,162
| +6% | +$12.9M | 0.69% | 35 |
|
|
2020
Q1 | $213M | Sell |
4,413,437
-837,642
| -16% | -$43.2M | 0.69% | 41 |
|
|
2019
Q4 | $278M | Buy |
5,251,079
+59,168
| +1% | +$3.26M | 0.68% | 43 |
|
|
2019
Q3 | $286M | Sell |
5,191,911
-283,653
| -5% | -$15.7M | 0.75% | 32 |
|
|
2019
Q2 | $312M | Sell |
5,475,564
-1,512,413
| -22% | -$81.8M | 0.8% | 29 |
|
|
2019
Q1 | $375M | Sell |
6,987,977
-2,593,970
| -27% | -$132M | 0.91% | 21 |
|
|
2018
Q4 | $433M | Sell |
9,581,947
-1,842,893
| -16% | -$88.3M | 1.14% | 17 |
|
|
2018
Q3 | $589M | Sell |
11,424,840
-2,715,893
| -19% | -$132M | 1.43% | 10 |
|
|
2018
Q2 | $623M | Sell |
14,140,733
-2,422,185
| -15% | -$112M | 1.59% | 9 |
|
|
2018
Q1 | $758M | Buy |
16,562,918
+451,112
| +3% | +$22.4M | 1.93% | 9 |
|
|
2017
Q4 | $762M | Buy |
16,111,806
+5,387,078
| +50% | +$264M | 1.84% | 10 |
|
|
2017
Q3 | $519M | Buy |
10,724,728
+136,400
| +1% | +$6.79M | 2.8% | 1 |
|
|
2017
Q2 | $531M | Sell |
10,588,328
-364,995
| -3% | -$16.6M | 2.96% | 1 |
|
|
2017
Q1 | $489M | Buy |
10,953,323
+762,747
| +7% | +$31.8M | 2.86% | 1 |
|
|
2016
Q4 | $392M | Buy |
10,190,576
+1,153,989
| +13% | +$45.1M | 2.35% | 3 |
|
|
2016
Q3 | $355M | Buy |
9,036,587
+2,623,947
| +41% | +$107M | 2.22% | 5 |
|
|
2016
Q2 | $262M | Buy |
6,412,640
+2,286,324
| +55% | +$91.3M | 1.48% | 11 |
|
|
2016
Q1 | $169M | Buy |
4,126,316
+1,608,993
| +64% | +$59.6M | 1.53% | 12 |
|
|
2015
Q4 | $92M | Buy |
2,517,323
+125,524
| +5% | +$4.79M | 0.57% | 42 |
|
|
2015
Q3 | $86.4M | Buy |
2,391,799
+571,031
| +31% | +$22M | 0.52% | 49 |
|
|
2015
Q2 | $73.4M | Buy |
1,820,768
+371,158
| +26% | +$16.1M | 0.4% | 61 |
|
|
2015
Q1 | $62.6M | Sell |
1,449,610
-190,445
| -12% | -$8.25M | 0.33% | 75 |
|
|
2014
Q4 | $73.8M | Sell |
1,640,055
-323,016
| -16% | -$13.1M | 0.38% | 65 |
|
|
2014
Q3 | $75.1M | Sell |
1,963,071
-103,341
| -5% | -$4.18M | 0.38% | 65 |
|
|
2014
Q2 | $83.8M | Sell |
2,066,412
-559,397
| -21% | -$23M | 0.39% | 63 |
|
|
2014
Q1 | $107M | Buy |
2,625,809
+438,895
| +20% | +$16.7M | 0.53% | 47 |
|
|
2013
Q4 | $83.7M | Sell |
2,186,914
-497,640
| -19% | -$17.1M | 0.42% | 54 |
|
|
2013
Q3 | $89M | Buy |
2,684,554
+480,589
| +22% | +$15.6M | 0.45% | 59 |
|
|
2013
Q2 | $67.7M | Buy |
+2,203,965
| New | +$73.1M | 0.32% | 87 |
|
Other funds holding ORCL
VCM
VPM
Mackenzie Financial's ORCL Position: Q1 2026 in Review
Mackenzie Financial reduced its Oracle (ORCL) stake by 19% in Q1 2026, selling an estimated $15M and leaving 404,001 shares worth $59.4M. The position accounts for 0.07% of the portfolio, ranked #231.
Mackenzie Financial first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $762M in Q4 2017. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Mackenzie Financial held 404,001 shares of Oracle worth $59.4M as of Q1 2026.
- Mackenzie Financial sold 92,537 Oracle shares in Q1 2026, an estimated $15M.
- Oracle made up 0.07% of Mackenzie Financial's portfolio in Q1 2026, its #231 holding.
- Mackenzie Financial first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Mackenzie Financial's Oracle position peaked at $762M in Q4 2017.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.