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McElhenny Sheffield Capital Management’s Oracle ORCL Stock Holding History

McElhenny Sheffield Capital 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 		– Sell
-1,732
Closed -$338K – 107
2025
Q4 		$338K Buy
1,732
+30
+2% +$7.14K 0.08% 68
2025
Q3 		$479K Buy
1,702
+350
+26% +$89.1K 0.11% 51
2025
Q2 		$296K Buy
+1,352
New +$218K 0.08% 83
2025
Q1 		– Sell
-1,442
Closed -$240K – 112
2024
Q4 		$240K Buy
1,442
+34
+2% +$6.04K 0.08% 91
2024
Q3 		$240K Buy
+1,408
New +$204K 0.08% 93
2023
Q1 		– Sell
-1,569
Closed -$130K – 445
2022
Q4 		$130K Buy
+1,569
New +$119K 0.06% 108
2021
Q4 		– Sell
-2,569
Closed -$224K – 134
2021
Q3 		$224K Buy
+2,569
New +$227K 0.1% 110

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

McElhenny Sheffield Capital Management's ORCL Position: Q1 2026 in Review

McElhenny Sheffield Capital Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,732 shares — an estimated $338K sold.

McElhenny Sheffield Capital Management first reported a position in ORCL in Q3 2021 and held it in 7 quarters. The position peaked at $479K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • McElhenny Sheffield Capital Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,732 Oracle shares in Q1 2026, an estimated $338K.
  • McElhenny Sheffield Capital Management first reported a position in Oracle in Q3 2021 and held it in 7 quarters.
  • McElhenny Sheffield Capital Management's Oracle position peaked at $479K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.