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Marshall Investment Management’s Oracle ORCL Stock Holding History

Marshall Investment Management’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 		$63K Buy
+428
New +$69.6K 0.03% 113
2025
Q2 		– Sell
-428
Closed -$59.8K – 162
2025
Q1 		$59.8K Buy
428
+16
+4% +$2.6K 0.04% 103
2024
Q4 		$70.2K Buy
+412
New +$73.2K 0.04% 93

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Investment Management's ORCL Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Oracle (ORCL) in Q1 2026: 428 shares worth $63K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in ORCL as recently as Q1 2025.

Marshall Investment Management first reported a position in ORCL in Q4 2024 and has held it in 3 quarters since. The position peaked at $70.2K in Q4 2024. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Marshall Investment Management held 428 shares of Oracle worth $63K as of Q1 2026.
  • Oracle was a new Marshall Investment Management position in Q1 2026.
  • Oracle made up 0.03% of Marshall Investment Management's portfolio in Q1 2026, its #113 holding.
  • Marshall Investment Management first reported a position in Oracle in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's Oracle position peaked at $70.2K in Q4 2024.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.