Mutual Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.13M | Sell |
55,240
-3,005
| -5% | -$488K | 0.17% | 106 |
|
|
2025
Q4 | $11.4M | Buy |
58,245
+3,924
| +7% | +$934K | 0.24% | 73 |
|
|
2025
Q3 | $15.2M | Sell |
54,321
-2,664
| -5% | -$678K | 0.34% | 49 |
|
|
2025
Q2 | $14M | Sell |
56,985
-6,218
| -10% | -$1M | 0.35% | 45 |
|
|
2025
Q1 | $8.75M | Sell |
63,203
-2,042
| -3% | -$332K | 0.25% | 74 |
|
|
2024
Q4 | $10.4M | Sell |
65,245
-1,366
| -2% | -$243K | 0.3% | 57 |
|
|
2024
Q3 | $11.6M | Sell |
66,611
-746
| -1% | -$108K | 0.34% | 52 |
|
|
2024
Q2 | $9.32M | Buy |
67,357
+175
| +0.3% | +$21.7K | 0.28% | 68 |
|
|
2024
Q1 | $8.44M | Buy |
67,182
+2,398
| +4% | +$274K | 0.27% | 68 |
|
|
2023
Q4 | $6.83M | Buy |
64,784
+2,661
| +4% | +$290K | 0.24% | 80 |
|
|
2023
Q3 | $6.58M | Sell |
62,123
-805
| -1% | -$93.2K | 0.26% | 72 |
|
|
2023
Q2 | $7.49M | Sell |
62,928
-2,094
| -3% | -$217K | 0.28% | 67 |
|
|
2023
Q1 | $6.04M | Sell |
65,022
-7,035
| -10% | -$617K | 0.25% | 83 |
|
|
2022
Q4 | $5.89M | Buy |
72,057
+379
| +0.5% | +$28.8K | 0.26% | 76 |
|
|
2022
Q3 | $4.38M | Buy |
71,678
+20,956
| +41% | +$1.53M | 0.23% | 95 |
|
|
2022
Q2 | $3.54M | Buy |
50,722
+3,561
| +8% | +$261K | 0.23% | 95 |
|
|
2022
Q1 | $3.9M | Buy |
47,161
+2,702
| +6% | +$219K | 0.22% | 97 |
|
|
2021
Q4 | $3.88M | Buy |
44,459
+168
| +0.4% | +$15.8K | 0.21% | 105 |
|
|
2021
Q3 | $3.86M | Sell |
44,291
-5,559
| -11% | -$491K | 0.23% | 105 |
|
|
2021
Q2 | $3.88M | Buy |
49,850
+2,136
| +4% | +$167K | 0.23% | 108 |
|
|
2021
Q1 | $3.35M | Sell |
47,714
-16,639
| -26% | -$1.08M | 0.23% | 105 |
|
|
2020
Q4 | $4.16M | Sell |
64,353
-13,225
| -17% | -$787K | 0.31% | 68 |
|
|
2020
Q3 | $4.63M | Buy |
77,578
+4,260
| +6% | +$242K | 0.4% | 53 |
|
|
2020
Q2 | $4.05M | Buy |
73,318
+30,442
| +71% | +$1.61M | 0.4% | 55 |
|
|
2020
Q1 | $2.07M | Buy |
42,876
+1,906
| +5% | +$98.4K | 0.28% | 90 |
|
|
2019
Q4 | $2.17M | Buy |
40,970
+1,866
| +5% | +$103K | 0.23% | 109 |
|
|
2019
Q3 | $2.15M | Buy |
39,104
+1,576
| +4% | +$87.1K | 0.28% | 85 |
|
|
2019
Q2 | $2.14M | Buy |
37,528
+503
| +1% | +$27.2K | 0.28% | 78 |
|
|
2019
Q1 | $1.99M | Sell |
37,025
-5,642
| -13% | -$287K | 0.29% | 80 |
|
|
2018
Q4 | $1.93M | Buy |
42,667
+3,947
| +10% | +$189K | 0.38% | 57 |
|
|
2018
Q3 | $2M | Buy |
38,720
+6,362
| +20% | +$309K | 0.3% | 70 |
|
|
2018
Q2 | $1.43M | Buy |
32,358
+9,916
| +44% | +$457K | 0.33% | 93 |
|
|
2018
Q1 | $1.03M | Buy |
22,442
+7,485
| +50% | +$372K | 0.26% | 125 |
|
|
2017
Q4 | $707K | Buy |
+14,957
| New | +$734K | 0.27% | 114 |
|
Other funds holding ORCL
VCM
VPM
Mutual Advisors's ORCL Position: Q1 2026 in Review
Mutual Advisors reduced its Oracle (ORCL) stake by 5.2% in Q1 2026, selling an estimated $488K and leaving 55,240 shares worth $8.13M. The position accounts for 0.17% of the portfolio, ranked #106.
Mutual Advisors first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.2M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Mutual Advisors held 55,240 shares of Oracle worth $8.13M as of Q1 2026.
- Mutual Advisors sold 3,005 Oracle shares in Q1 2026, an estimated $488K.
- Oracle made up 0.17% of Mutual Advisors's portfolio in Q1 2026, its #106 holding.
- Mutual Advisors first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Oracle position peaked at $15.2M in Q3 2025.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.