Miller Investment Management’s Oracle ORCL Stock Holding History

Miller 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	$1.85M	Buy	12,572 +1,673	+15%	+$272K	0.18%	34
2025 Q4	$2.12M	Sell	10,899 -25	-0.2%	-$5.95K	0.21%	37
2025 Q3	$3.07M	Buy	10,924 +1,101	+11%	+$280K	0.31%	33
2025 Q2	$2.15M	Hold	9,823	–	–	0.23%	40
2025 Q1	$1.37M	Sell	9,823 -720	-7%	-$117K	0.15%	52
2024 Q4	$1.76M	Hold	10,543	–	–	0.19%	46
2024 Q3	$1.8M	Hold	10,543	–	–	0.19%	49
2024 Q2	$1.49M	Hold	10,543	–	–	0.18%	53
2024 Q1	$1.32M	Hold	10,543	–	–	0.17%	56
2023 Q4	$1.11M	Hold	10,543	–	–	0.16%	57
2023 Q3	$1.12M	Buy	10,543 +720	+7%	+$83.3K	0.18%	56
2023 Q2	$1.17M	Hold	9,823	–	–	0.18%	54
2023 Q1	$913K	Hold	9,823	–	–	0.15%	60
2022 Q4	$803K	Hold	9,823	–	–	0.14%	62
2022 Q3	$600K	Hold	9,823	–	–	0.13%	60
2022 Q2	$686K	Hold	9,823	–	–	0.14%	56
2022 Q1	$813K	Hold	9,823	–	–	0.13%	55
2021 Q4	$857K	Hold	9,823	–	–	0.12%	55
2021 Q3	$856K	Hold	9,823	–	–	0.15%	51
2021 Q2	$765K	Hold	9,823	–	–	0.13%	51
2021 Q1	$689K	Hold	9,823	–	–	0.13%	53
2020 Q4	$635K	Sell	9,823 -23	-0.2%	-$1.37K	0.12%	55
2020 Q3	$588K	Hold	9,846	–	–	0.14%	50
2020 Q2	$544K	Hold	9,846	–	–	0.16%	48
2020 Q1	$476K	Hold	9,846	–	–	0.15%	49
2019 Q4	$522K	Hold	9,846	–	–	0.12%	54
2019 Q3	$542K	Hold	9,846	–	–	0.12%	53
2019 Q2	$561K	Hold	9,846	–	–	0.13%	54
2019 Q1	$529K	Hold	9,846	–	–	0.14%	53
2018 Q4	$445K	Sell	9,846 -18	-0.2%	-$863	0.13%	52
2018 Q3	$509K	Hold	9,864	–	–	0.15%	55
2018 Q2	$435K	Hold	9,864	–	–	0.13%	60
2018 Q1	$451K	Buy	9,864 +41	+0.4%	+$2.04K	0.15%	55
2017 Q4	$464K	Hold	9,823	–	–	0.14%	54
2017 Q3	$475K	Hold	9,823	–	–	0.15%	53
2017 Q2	$493K	Hold	9,823	–	–	0.17%	51
2017 Q1	$438K	Hold	9,823	–	–	0.16%	51
2016 Q4	$378K	Hold	9,823	–	–	0.12%	54
2016 Q3	$386K	Hold	9,823	–	–	0.14%	53
2016 Q2	$402K	Hold	9,823	–	–	0.16%	51
2016 Q1	$402K	Hold	9,823	–	–	0.18%	47
2015 Q4	$359K	Hold	9,823	–	–	0.14%	51
2015 Q3	$355K	Hold	9,823	–	–	0.14%	51
2015 Q2	$396K	Hold	9,823	–	–	0.15%	53
2015 Q1	$424K	Hold	9,823	–	–	0.15%	54
2014 Q4	$442K	Sell	9,823 -1,375	-12%	-$56K	0.17%	50
2014 Q3	$429K	Hold	11,198	–	–	0.21%	49
2014 Q2	$454K	Hold	11,198	–	–	0.2%	50
2014 Q1	$458K	Hold	11,198	–	–	0.26%	47
2013 Q4	$428K	Hold	11,198	–	–	0.24%	49
2013 Q3	$371K	Hold	11,198	–	–	0.22%	48
2013 Q2	$344K	Buy	+11,198	New	+$372K	0.25%	51

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Miller Investment Management increased its Oracle (ORCL) stake by 15% in Q1 2026, buying an estimated $272K and bringing the position to 12,572 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #34.

Miller Investment Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.07M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Miller Investment Management held 12,572 shares of Oracle worth $1.85M as of Q1 2026.
Miller Investment Management bought 1,673 Oracle shares in Q1 2026, an estimated $272K.
Oracle made up 0.18% of Miller Investment Management's portfolio in Q1 2026, its #34 holding.
Miller Investment Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Oracle position peaked at $3.07M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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