Mark Sheptoff Financial Planning’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 | $227K | Buy |
1,225
+725
| +145% | +$118K | 0.12% | 95 |
|
|
2025
Q4 | $97.5K | Hold |
500
| – | – | 0.05% | 147 |
|
|
2025
Q3 | $141K | Sell |
500
-100
| -17% | -$25.5K | 0.07% | 114 |
|
|
2025
Q2 | $131K | Buy |
600
+100
| +20% | +$16.1K | 0.07% | 108 |
|
|
2025
Q1 | $69.9K | Hold |
500
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $83.3K | Hold |
500
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $85.2K | Sell |
500
-261
| -34% | -$37.8K | 0.05% | 139 |
|
|
2024
Q2 | $107K | Buy |
761
+261
| +52% | +$32.4K | 0.06% | 127 |
|
|
2024
Q1 | $62.8K | Hold |
500
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $52.7K | Hold |
500
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $53K | Hold |
500
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $59.5K | Hold |
500
| – | – | 0.03% | 150 |
|
|
2023
Q1 | $46.5K | Hold |
500
| – | – | 0.03% | 156 |
|
|
2022
Q4 | $40.9K | Hold |
500
| – | – | 0.02% | 163 |
|
|
2022
Q3 | $31K | Buy |
+500
| New | +$36.6K | 0.02% | 174 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$12K | – | 365 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $11K | Buy |
+200
| New | +$10.6K | 0.01% | 254 |
|
|
2018
Q1 | – | Sell |
-6,742
| Closed | -$319K | – | 391 |
|
|
2017
Q4 | $319K | Sell |
6,742
-272
| -4% | -$13.3K | 0.21% | 89 |
|
|
2017
Q3 | $339K | Buy |
7,014
+53
| +0.8% | +$2.64K | 0.23% | 85 |
|
|
2017
Q2 | $349K | Buy |
6,961
+2,803
| +67% | +$128K | 0.24% | 81 |
|
|
2017
Q1 | $185K | Buy |
4,158
+1,802
| +76% | +$75K | 0.13% | 108 |
|
|
2016
Q4 | $91K | Sell |
2,356
-29,013
| -92% | -$1.13M | 0.07% | 142 |
|
|
2016
Q3 | $1.23M | Buy |
31,369
+10,201
| +48% | +$416K | 0.92% | 32 |
|
|
2016
Q2 | $866K | Buy |
21,168
+9,680
| +84% | +$387K | 0.65% | 41 |
|
|
2016
Q1 | $470K | Sell |
11,488
-4,599
| -29% | -$170K | 0.38% | 57 |
|
|
2015
Q4 | $588K | Sell |
16,087
-14,886
| -48% | -$568K | 0.48% | 56 |
|
|
2015
Q3 | $1.12M | Sell |
30,973
-362
| -1% | -$13.9K | 0.98% | 28 |
|
|
2015
Q2 | $1.26M | Buy |
31,335
+1,175
| +4% | +$51K | 1.02% | 28 |
|
|
2015
Q1 | $1.3M | Buy |
30,160
+1,626
| +6% | +$70.5K | 1.09% | 29 |
|
|
2014
Q4 | $1.28M | Sell |
28,534
-300
| -1% | -$12.2K | 1.13% | 24 |
|
|
2014
Q3 | $1.1M | Buy |
28,834
+501
| +2% | +$20.3K | 0.98% | 29 |
|
|
2014
Q2 | $1.15M | Sell |
28,333
-299
| -1% | -$12.3K | 0.98% | 33 |
|
|
2014
Q1 | $1.17M | Buy |
+28,632
| New | +$1.09M | 1.04% | 31 |
|
Other funds holding ORCL
VCM
VPM
Mark Sheptoff Financial Planning's ORCL Position: Q1 2026 in Review
Mark Sheptoff Financial Planning increased its Oracle (ORCL) stake by 145% in Q1 2026, buying an estimated $118K and bringing the position to 1,225 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #95.
Mark Sheptoff Financial Planning first reported a position in ORCL in Q1 2014 and has held it in 33 quarters since. The position peaked at $1.3M in Q1 2015. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Mark Sheptoff Financial Planning held 1,225 shares of Oracle worth $227K as of Q1 2026.
- Mark Sheptoff Financial Planning bought 725 Oracle shares in Q1 2026, an estimated $118K.
- Oracle made up 0.12% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #95 holding.
- Mark Sheptoff Financial Planning first reported a position in Oracle in Q1 2014 and has held it in 33 quarters since.
- Mark Sheptoff Financial Planning's Oracle position peaked at $1.3M in Q1 2015.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.