Navellier & Associates’s Oracle ORCL Stock Holding History

Navellier & Associates’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	$499K	Sell	3,390 -100	-3%	-$16.3K	0.05%	215
2025 Q4	$680K	Sell	3,490 -2,269	-39%	-$540K	0.08%	184
2025 Q3	$1.62M	Buy	5,759 +1,139	+25%	+$290K	0.16%	130
2025 Q2	$1.01M	Hold	4,620	–	–	0.13%	135
2025 Q1	$690K	Buy	4,620 +2,662	+136%	+$433K	0.1%	173
2024 Q4	$326K	Sell	1,958 -278	-12%	-$49.4K	0.04%	270
2024 Q3	$381K	Sell	2,236 -308	-12%	-$44.6K	0.05%	256
2024 Q2	$359K	Hold	2,544	–	–	0.04%	276
2024 Q1	$320K	Hold	2,544	–	–	0.04%	282
2023 Q4	$268K	Sell	2,544 -13	-0.5%	-$1.42K	0.04%	286
2023 Q3	$271K	Buy	+2,557	New	+$296K	0.05%	275
2015 Q3	–	Sell	-5,155	Closed	-$208K	–	363
2015 Q2	$208K	Buy	5,155 +15	+0.3%	+$651	0.02%	335
2015 Q1	$222K	Hold	5,140	–	–	0.02%	316
2014 Q4	$231K	Sell	5,140 -2,225	-30%	-$90.5K	0.01%	290
2014 Q3	$282K	Hold	7,365	–	–	0.01%	266
2014 Q2	$299K	Hold	7,365	–	–	0.01%	255
2014 Q1	$301K	Sell	7,365 -241	-3%	-$9.17K	0.01%	255
2013 Q4	$291K	Buy	+7,606	New	+$261K	0.01%	260

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

Navellier & Associates's ORCL Position: Q1 2026 in Review

Navellier & Associates reduced its Oracle (ORCL) stake by 2.9% in Q1 2026, selling an estimated $16.3K and leaving 3,390 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #215.

Navellier & Associates first reported a position in ORCL in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Navellier & Associates held 3,390 shares of Oracle worth $499K as of Q1 2026.
Navellier & Associates sold 100 Oracle shares in Q1 2026, an estimated $16.3K.
Oracle made up 0.05% of Navellier & Associates's portfolio in Q1 2026, its #215 holding.
Navellier & Associates first reported a position in Oracle in Q4 2013 and has held it in 18 quarters since.
Navellier & Associates's Oracle position peaked at $1.62M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.