Northside Capital Management’s Oracle ORCL Stock Holding History

Northside Capital 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 Q3	$870K	Buy	6,337 +337	+6%	+$47.5K	0.07%	108
2026 Q2	$879K	Hold	6,000	–	–	0.07%	105
2026 Q1	$883K	Hold	6,000	–	–	0.08%	101
2025 Q4	$1.17M	Hold	6,000	–	–	0.1%	90
2025 Q3	$1.69M	Hold	6,000	–	–	0.15%	83
2025 Q2	$1.31M	Buy	+6,000	New	+$969K	0.1%	83
2021 Q4	–	Sell	-10,607	Closed	-$924K	–	97
2021 Q3	$924K	Hold	10,607	–	–	0.25%	43
2021 Q2	$826K	Hold	10,607	–	–	0.21%	46
2021 Q1	$744K	Sell	10,607 -685	-6%	-$44.4K	0.2%	47
2020 Q4	$730K	Sell	11,292 -3,164	-22%	-$188K	0.22%	47
2020 Q3	$863K	Hold	14,456	–	–	0.28%	38
2020 Q2	$799K	Hold	14,456	–	–	0.28%	42
2020 Q1	$699K	Buy	14,456 +594	+4%	+$30.7K	0.34%	38
2019 Q4	$734K	Hold	13,862	–	–	0.25%	41
2019 Q3	$763K	Buy	13,862 +2,846	+26%	+$157K	0.27%	40
2019 Q2	$628K	Hold	11,016	–	–	0.25%	37
2019 Q1	$592K	Hold	11,016	–	–	0.24%	39
2018 Q4	$497K	Hold	11,016	–	–	0.22%	41
2018 Q3	$568K	Sell	11,016 -247	-2%	-$12K	0.2%	39
2018 Q2	$496K	Hold	11,263	–	–	0.17%	46
2018 Q1	$515K	Hold	11,263	–	–	0.17%	46
2017 Q4	$533K	Hold	11,263	–	–	0.15%	46
2017 Q3	$545K	Hold	11,263	–	–	0.23%	36
2017 Q2	$565K	Sell	11,263 -21,200	-65%	-$966K	0.24%	33
2017 Q1	$1.45M	Buy	32,463 +21,200	+188%	+$883K	0.4%	28
2016 Q4	$433K	Hold	11,263	–	–	0.15%	44
2016 Q3	$442K	Hold	11,263	–	–	0.17%	42
2016 Q2	$461K	Hold	11,263	–	–	0.22%	39
2016 Q1	$461K	Buy	+11,263	New	+$417K	0.29%	38

Other funds holding ORCL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Northside Capital Management's ORCL Position: Q3 2026 in Review

Northside Capital Management increased its Oracle (ORCL) stake by 5.6% in Q3 2026, buying an estimated $47.5K and bringing the position to 6,337 shares worth $870K. The position accounts for 0.07% of the portfolio, ranked #108.

Northside Capital Management first reported a position in ORCL in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.69M in Q3 2025. 364 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Northside Capital Management held 6,337 shares of Oracle worth $870K as of Q3 2026.
Northside Capital Management bought 337 Oracle shares in Q3 2026, an estimated $47.5K.
Oracle made up 0.07% of Northside Capital Management's portfolio in Q3 2026, its #108 holding.
Northside Capital Management first reported a position in Oracle in Q1 2016 and has held it in 29 quarters since.
Northside Capital Management's Oracle position peaked at $1.69M in Q3 2025.
364 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Northside Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.