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Means Investment Company’s Oracle ORCL Stock Holding History

Means Investment Company’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 		$5.01M Buy
34,023
+443
+1% +$72K 0.44% 37
2025
Q4 		$6.54M Sell
33,580
-272
-0.8% -$64.8K 0.55% 25
2025
Q3 		$9.52M Buy
33,852
+109
+0.3% +$27.8K 0.82% 23
2025
Q2 		$7.38M Sell
33,743
-259
-0.8% -$41.8K 0.7% 24
2025
Q1 		$4.75M Sell
34,002
-1,213
-3% -$197K 0.5% 32
2024
Q4 		$5.87M Sell
35,215
-521
-1% -$92.5K 0.61% 33
2024
Q3 		$6.09M Buy
35,736
+481
+1% +$69.7K 0.68% 29
2024
Q2 		$4.98M Sell
35,255
-55
-0.2% -$6.83K 0.6% 29
2024
Q1 		$4.44M Sell
35,310
-11
-0% -$1.26K 0.57% 31
2023
Q4 		$3.72M Buy
35,321
+16
+0% +$1.75K 0.54% 32
2023
Q3 		$3.74M Buy
35,305
+167
+0.5% +$19.3K 0.61% 31
2023
Q2 		$4.18M Sell
35,138
-88
-0.2% -$9.1K 0.66% 29
2023
Q1 		$3.27M Sell
35,226
-200
-0.6% -$17.5K 0.58% 40
2022
Q4 		$2.9M Sell
35,426
-313
-0.9% -$23.8K 0.58% 40
2022
Q3 		$2.18M Sell
35,739
-74
-0.2% -$5.42K 0.47% 46
2022
Q2 		$2.5M Sell
35,813
-586
-2% -$42.9K 0.53% 41
2022
Q1 		$3.01M Buy
36,399
+326
+0.9% +$26.4K 0.55% 38
2021
Q4 		$3.15M Sell
36,073
-54
-0.1% -$5.07K 0.56% 40
2021
Q3 		$3.15M Buy
36,127
+5
+0% +$442 0.62% 35
2021
Q2 		$2.81M Sell
36,122
-837
-2% -$65.5K 0.56% 39
2021
Q1 		$2.59M Sell
36,959
-182
-0.5% -$11.8K 0.59% 40
2020
Q4 		$2.33M Sell
37,141
-22
-0.1% -$1.31K 0.53% 43
2020
Q3 		$2.11M Buy
37,163
+2,028
+6% +$115K 0.58% 40
2020
Q2 		$1.91M Buy
35,135
+39
+0.1% +$2.07K 0.6% 42
2020
Q1 		$1.83M Buy
35,096
+21
+0.1% +$1.08K 0.71% 38
2019
Q4 		$1.93M Hold
35,075
– – 0.65% 44
2019
Q3 		$1.95M Buy
35,075
+12
+0% +$663 0.73% 40
2019
Q2 		$2.09M Sell
35,063
-1,218
-3% -$65.9K 0.86% 37
2019
Q1 		$1.95M Buy
36,281
+1,085
+3% +$55.3K 0.86% 37
2018
Q4 		$1.59M Buy
+35,196
New +$1.69M 0.88% 32

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

Means Investment Company's ORCL Position: Q1 2026 in Review

Means Investment Company increased its Oracle (ORCL) stake by 1.3% in Q1 2026, buying an estimated $72K and bringing the position to 34,023 shares worth $5.01M. The position accounts for 0.44% of the portfolio, ranked #37.

Means Investment Company first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.52M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Means Investment Company held 34,023 shares of Oracle worth $5.01M as of Q1 2026.
  • Means Investment Company bought 443 Oracle shares in Q1 2026, an estimated $72K.
  • Oracle made up 0.44% of Means Investment Company's portfolio in Q1 2026, its #37 holding.
  • Means Investment Company first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Oracle position peaked at $9.52M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.