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Middleton & Co’s Oracle ORCL Stock Holding History

Middleton & Co’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 		$419K Sell
2,850
-450
-14% -$73.1K 0.05% 121
2025
Q4 		$643K Sell
3,300
-110
-3% -$26.2K 0.07% 103
2025
Q3 		$959K Sell
3,410
-470
-12% -$120K 0.1% 101
2025
Q2 		$848K Sell
3,880
-100
-3% -$16.1K 0.1% 102
2025
Q1 		$556K Sell
3,980
-107
-3% -$17.4K 0.07% 110
2024
Q4 		$681K Sell
4,087
-70
-2% -$12.4K 0.08% 103
2024
Q3 		$708K Buy
4,157
+452
+12% +$65.5K 0.08% 103
2024
Q2 		$523K Sell
3,705
-75
-2% -$9.31K 0.06% 106
2024
Q1 		$475K Hold
3,780
– – 0.05% 115
2023
Q4 		$399K Hold
3,780
– – 0.05% 119
2023
Q3 		$400K Hold
3,780
– – 0.06% 112
2023
Q2 		$450K Sell
3,780
-550
-13% -$56.9K 0.06% 113
2023
Q1 		$402K Sell
4,330
-50
-1% -$4.38K 0.06% 120
2022
Q4 		$358K Sell
4,380
-50
-1% -$3.8K 0.05% 125
2022
Q3 		$271K Sell
4,430
-250
-5% -$18.3K 0.04% 131
2022
Q2 		$327K Sell
4,680
-100
-2% -$7.32K 0.04% 130
2022
Q1 		$395K Sell
4,780
-50
-1% -$4.05K 0.04% 132
2021
Q4 		$421K Buy
4,830
+300
+7% +$28.2K 0.04% 128
2021
Q3 		$395K Sell
4,530
-25
-0.5% -$2.21K 0.04% 127
2021
Q2 		$355K Buy
4,555
+80
+2% +$6.26K 0.04% 127
2021
Q1 		$314K Sell
4,475
-100
-2% -$6.47K 0.04% 133
2020
Q4 		$296K Hold
4,575
– – 0.04% 133
2020
Q3 		$273K Sell
4,575
-150
-3% -$8.52K 0.04% 124
2020
Q2 		$261K Sell
4,725
-2,185
-32% -$116K 0.04% 134
2020
Q1 		$334K Hold
6,910
– – 0.06% 121
2019
Q4 		$366K Sell
6,910
-900
-12% -$49.5K 0.05% 118
2019
Q3 		$430K Hold
7,810
– – 0.07% 115
2019
Q2 		$445K Sell
7,810
-73
-0.9% -$3.95K 0.07% 113
2019
Q1 		$423K Sell
7,883
-1,000
-11% -$50.9K 0.07% 111
2018
Q4 		$401K Sell
8,883
-28,255
-76% -$1.35M 0.07% 112
2018
Q3 		$1.92M Sell
37,138
-180
-0.5% -$8.74K 0.3% 75
2018
Q2 		$1.64M Sell
37,318
-1,063
-3% -$49K 0.28% 81
2018
Q1 		$1.76M Sell
38,381
-762
-2% -$37.9K 0.31% 78
2017
Q4 		$1.85M Sell
39,143
-1,985
-5% -$97.4K 0.31% 81
2017
Q3 		$1.99M Buy
41,128
+34,540
+524% +$1.72M 0.36% 72
2017
Q2 		$330K Hold
6,588
– – 0.07% 124
2017
Q1 		$294K Sell
6,588
-200
-3% -$8.33K 0.06% 136
2016
Q4 		$261K Sell
6,788
-600
-8% -$23.5K 0.06% 142
2016
Q3 		$290K Buy
7,388
+1,260
+21% +$51.3K 0.07% 140
2016
Q2 		$251K Hold
6,128
– – 0.06% 143
2016
Q1 		$251K Sell
6,128
-3,348
-35% -$124K 0.06% 144
2015
Q4 		$346K Hold
9,476
– – 0.08% 131
2015
Q3 		$342K Buy
9,476
+2,658
+39% +$102K 0.08% 129
2015
Q2 		$275K Buy
6,818
+1,290
+23% +$56K 0.06% 138
2015
Q1 		$239K Buy
5,528
+740
+15% +$32.1K 0.05% 144
2014
Q4 		$215K Sell
4,788
-940
-16% -$38.3K 0.05% 149
2014
Q3 		$219K Hold
5,728
– – 0.05% 150
2014
Q2 		$232K Sell
5,728
-254
-4% -$10.5K 0.05% 146
2014
Q1 		$245K Sell
5,982
-20
-0.3% -$761 0.06% 142
2013
Q4 		$230K Buy
+6,002
New +$206K 0.06% 126

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

Middleton & Co's ORCL Position: Q1 2026 in Review

Middleton & Co reduced its Oracle (ORCL) stake by 14% in Q1 2026, selling an estimated $73.1K and leaving 2,850 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #121.

Middleton & Co first reported a position in ORCL in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.99M in Q3 2017. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Middleton & Co held 2,850 shares of Oracle worth $419K as of Q1 2026.
  • Middleton & Co sold 450 Oracle shares in Q1 2026, an estimated $73.1K.
  • Oracle made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #121 holding.
  • Middleton & Co first reported a position in Oracle in Q4 2013 and has held it in 50 quarters since.
  • Middleton & Co's Oracle position peaked at $1.99M in Q3 2017.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.