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Nicholas Hoffman & Company’s Oracle ORCL Stock Holding History

Nicholas Hoffman & Company’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 		$1.51M Buy
10,242
+249
+2% +$40.5K 0.03% 102
2025
Q4 		$1.95M Buy
9,993
+733
+8% +$175K 0.05% 88
2025
Q3 		$2.6M Sell
9,260
-439
-5% -$112K 0.06% 69
2025
Q2 		$2.12M Sell
9,699
-1,053
-10% -$170K 0.05% 75
2025
Q1 		$1.5M Buy
10,752
+112
+1% +$18.2K 0.06% 92
2024
Q4 		$1.77M Buy
10,640
+717
+7% +$127K 0.07% 76
2024
Q3 		$1.69M Buy
9,923
+2,140
+27% +$310K 0.07% 79
2024
Q2 		$1.1M Buy
7,783
+1,186
+18% +$147K 0.05% 113
2024
Q1 		$829K Sell
6,597
-2,951
-31% -$338K 0.04% 134
2023
Q4 		$1.01M Buy
9,548
+105
+1% +$11.5K 0.06% 117
2023
Q3 		$1M Buy
9,443
+98
+1% +$11.3K 0.07% 112
2023
Q2 		$1.11M Buy
9,345
+1,932
+26% +$200K 0.04% 105
2023
Q1 		$689K Buy
7,413
+7
+0.1% +$614 0.06% 137
2022
Q4 		$605K Buy
7,406
+82
+1% +$6.23K 0.07% 153
2022
Q3 		$447K Sell
7,324
-2,436
-25% -$178K 0.02% 169
2022
Q2 		$682K Buy
9,760
+7
+0.1% +$512 0.03% 133
2022
Q1 		$807K Buy
9,753
+705
+8% +$57.1K 0.03% 129
2021
Q4 		$789K Buy
9,048
+61
+0.7% +$5.73K 0.03% 131
2021
Q3 		$783K Buy
8,987
+2,403
+36% +$212K 0.14% 124
2021
Q2 		$512K Buy
6,584
+1,622
+33% +$127K 0.09% 156
2021
Q1 		$348K Buy
4,962
+896
+22% +$58K 0.07% 184
2020
Q4 		$263K Sell
4,066
-893
-18% -$53.2K 0.06% 199
2020
Q3 		$296K Sell
4,959
-100
-2% -$5.68K 0.08% 158
2020
Q2 		$280K Buy
5,059
+596
+13% +$31.6K 0.08% 158
2020
Q1 		$216K Buy
+4,463
New +$230K 0.07% 166
2019
Q3 		– Sell
-3,583
Closed -$204K – 197
2019
Q2 		$204K Sell
3,583
-366
-9% -$19.8K 0.06% 181
2019
Q1 		$212K Buy
+3,949
New +$201K 0.07% 173

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

Nicholas Hoffman & Company's ORCL Position: Q1 2026 in Review

Nicholas Hoffman & Company increased its Oracle (ORCL) stake by 2.5% in Q1 2026, buying an estimated $40.5K and bringing the position to 10,242 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #102.

Nicholas Hoffman & Company first reported a position in ORCL in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Nicholas Hoffman & Company held 10,242 shares of Oracle worth $1.51M as of Q1 2026.
  • Nicholas Hoffman & Company bought 249 Oracle shares in Q1 2026, an estimated $40.5K.
  • Oracle made up 0.03% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #102 holding.
  • Nicholas Hoffman & Company first reported a position in Oracle in Q1 2019 and has held it in 27 quarters since.
  • Nicholas Hoffman & Company's Oracle position peaked at $2.6M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.