Monarch Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $577K | Buy |
3,934
+175
| +5% | +$31.7K | 0.13% | 99 |
|
|
2026
Q1 | $553K | Hold |
3,759
| – | – | 0.14% | 95 |
|
|
2025
Q4 | $733K | Hold |
3,759
| – | – | 0.18% | 84 |
|
|
2025
Q3 | $1.06M | Sell |
3,759
-100
| -3% | -$25.5K | 0.26% | 71 |
|
|
2025
Q2 | $844K | Hold |
3,859
| – | – | 0.23% | 74 |
|
|
2025
Q1 | $540K | Hold |
3,859
| – | – | 0.15% | 89 |
|
|
2024
Q4 | $643K | Hold |
3,859
| – | – | 0.18% | 82 |
|
|
2024
Q3 | $658K | Buy |
3,859
+376
| +11% | +$54.5K | 0.18% | 82 |
|
|
2024
Q2 | $492K | Hold |
3,483
| – | – | 0.14% | 87 |
|
|
2024
Q1 | $438K | Hold |
3,483
| – | – | 0.12% | 93 |
|
|
2023
Q4 | $367K | Hold |
3,483
| – | – | 0.11% | 96 |
|
|
2023
Q3 | $369K | Hold |
3,483
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $415K | Sell |
3,483
-150
| -4% | -$15.5K | 0.13% | 95 |
|
|
2023
Q1 | $338K | Sell |
3,633
-400
| -10% | -$35.1K | 0.1% | 98 |
|
|
2022
Q4 | $330K | Hold |
4,033
| – | – | 0.1% | 98 |
|
|
2022
Q3 | $246K | Sell |
4,033
-700
| -15% | -$51.2K | 0.08% | 104 |
|
|
2022
Q2 | $331K | Hold |
4,733
| – | – | 0.1% | 101 |
|
|
2022
Q1 | $392K | Hold |
4,733
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $413K | Hold |
4,733
| – | – | 0.11% | 95 |
|
|
2021
Q3 | $412K | Buy |
4,733
+1,433
| +43% | +$127K | 0.11% | 89 |
|
|
2021
Q2 | $257K | Sell |
3,300
-200
| -6% | -$15.7K | 0.07% | 104 |
|
|
2021
Q1 | $246K | Hold |
3,500
| – | – | 0.07% | 102 |
|
|
2020
Q4 | $226K | Hold |
3,500
| – | – | 0.07% | 102 |
|
|
2020
Q3 | $209K | Buy |
+3,500
| New | +$199K | 0.07% | 98 |
|
|
2019
Q3 | – | Sell |
-3,580
| Closed | -$204K | – | 100 |
|
|
2019
Q2 | $204K | Sell |
3,580
-200
| -5% | -$10.8K | 0.07% | 97 |
|
|
2019
Q1 | $203K | Buy |
+3,780
| New | +$193K | 0.07% | 97 |
|
|
2018
Q4 | – | Sell |
-3,990
| Closed | -$206K | – | 96 |
|
|
2018
Q3 | $206K | Buy |
+3,990
| New | +$194K | 0.07% | 93 |
|
|
2017
Q3 | – | Sell |
-4,628
| Closed | -$232K | – | 93 |
|
|
2017
Q2 | $232K | Sell |
4,628
-190
| -4% | -$8.66K | 0.09% | 89 |
|
|
2017
Q1 | $215K | Sell |
4,818
-704
| -13% | -$29.3K | 0.08% | 93 |
|
|
2016
Q4 | $212K | Hold |
5,522
| – | – | 0.08% | 94 |
|
|
2016
Q3 | $217K | Buy |
5,522
+138
| +3% | +$5.62K | 0.08% | 91 |
|
|
2016
Q2 | $220K | Sell |
5,384
-25
| -0.5% | -$998 | 0.08% | 93 |
|
|
2016
Q1 | $221K | Buy |
+5,409
| New | +$200K | 0.08% | 92 |
|
|
2015
Q2 | – | Sell |
-4,934
| Closed | -$213K | – | 104 |
|
|
2015
Q1 | $213K | Hold |
4,934
| – | – | 0.08% | 101 |
|
|
2014
Q4 | $222K | Buy |
+4,934
| New | +$201K | 0.08% | 97 |
|
Other funds holding ORCL
FWIA
Monarch Capital Management's ORCL Position: Q2 2026 in Review
Monarch Capital Management increased its Oracle (ORCL) stake by 4.7% in Q2 2026, buying an estimated $31.7K and bringing the position to 3,934 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #99.
Monarch Capital Management first reported a position in ORCL in Q4 2014 and has held it in 35 quarters since. The position peaked at $1.06M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Monarch Capital Management held 3,934 shares of Oracle worth $577K as of Q2 2026.
- Monarch Capital Management bought 175 Oracle shares in Q2 2026, an estimated $31.7K.
- Oracle made up 0.13% of Monarch Capital Management's portfolio in Q2 2026, its #99 holding.
- Monarch Capital Management first reported a position in Oracle in Q4 2014 and has held it in 35 quarters since.
- Monarch Capital Management's Oracle position peaked at $1.06M in Q3 2025.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.