Notis-McConarty Edward’s Oracle ORCL Stock Holding History

Notis-McConarty Edward’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	$1.06M	Hold	7,200	–	–	0.53%	39
2025 Q4	$1.4M	Sell	7,200 -500	-6%	-$119K	0.65%	38
2025 Q3	$2.17M	Sell	7,700 -600	-7%	-$153K	1.01%	30
2025 Q2	$1.81M	Hold	8,300	–	–	0.88%	30
2025 Q1	$1.16M	Sell	8,300 -200	-2%	-$32.6K	0.6%	38
2024 Q4	$1.42M	Sell	8,500 -350	-4%	-$62.2K	0.69%	36
2024 Q3	$1.51M	Sell	8,850 -3,600	-29%	-$521K	0.68%	37
2024 Q2	$1.76M	Sell	12,450 -100	-0.8%	-$12.4K	0.69%	40
2024 Q1	$1.58M	Sell	12,550 -400	-3%	-$45.8K	0.62%	41
2023 Q4	$1.37M	Sell	12,950 -750	-5%	-$81.9K	0.54%	46
2023 Q3	$1.45M	Sell	13,700 -400	-3%	-$46.3K	0.59%	46
2023 Q2	$1.68M	Hold	14,100	–	–	0.64%	43
2023 Q1	$1.31M	Sell	14,100 -950	-6%	-$83.3K	0.52%	48
2022 Q4	$1.23M	Sell	15,050 -100	-0.7%	-$7.6K	0.51%	50
2022 Q3	$926K	Hold	15,150	–	–	0.41%	58
2022 Q2	$1.06M	Sell	15,150 -840	-5%	-$61.5K	0.44%	57
2022 Q1	$1.32M	Sell	15,990 -2,085	-12%	-$169K	0.47%	55
2021 Q4	$1.58M	Sell	18,075 -400	-2%	-$37.6K	0.53%	52
2021 Q3	$1.61M	Sell	18,475 -25	-0.1%	-$2.21K	0.59%	45
2021 Q2	$1.44M	Sell	18,500 -900	-5%	-$70.5K	0.53%	55
2021 Q1	$1.36M	Sell	19,400 -1,400	-7%	-$90.6K	0.53%	57
2020 Q4	$1.34M	Hold	20,800	–	–	0.55%	55
2020 Q3	$1.24M	Sell	20,800 -1,100	-5%	-$62.5K	0.55%	55
2020 Q2	$1.21M	Sell	21,900 -2,300	-10%	-$122K	0.56%	50
2020 Q1	$1.17M	Sell	24,200 -2,550	-10%	-$132K	0.65%	50
2019 Q4	$1.42M	Sell	26,750 -1,000	-4%	-$55K	0.63%	49
2019 Q3	$1.53M	Sell	27,750 -1,550	-5%	-$85.6K	0.72%	44
2019 Q2	$1.67M	Sell	29,300 -4,275	-13%	-$231K	0.79%	42
2019 Q1	$1.8M	Sell	33,575 -315	-0.9%	-$16K	0.87%	37
2018 Q4	$1.53M	Buy	33,890 +2,040	+6%	+$97.8K	0.84%	36
2018 Q3	$1.64M	Sell	31,850 -1,200	-4%	-$58.3K	0.88%	35
2018 Q2	$1.46M	Sell	33,050 -6,487	-16%	-$299K	0.86%	35
2018 Q1	$1.81M	Sell	39,537 -675	-2%	-$33.6K	1.08%	29
2017 Q4	$1.9M	Buy	40,212 +4,250	+12%	+$208K	1.09%	30
2017 Q3	$1.74M	Sell	35,962 -525	-1%	-$26.1K	1.09%	31
2017 Q2	$1.83M	Sell	36,487 -6,775	-16%	-$309K	1.18%	29
2017 Q1	$1.93M	Sell	43,262 -1,500	-3%	-$62.5K	1.27%	28
2016 Q4	$1.72M	Sell	44,762 -225	-0.5%	-$8.8K	1.19%	30
2016 Q3	$1.77M	Hold	44,987	–	–	1.21%	29
2016 Q2	$1.84M	Buy	44,987 +50	+0.1%	+$2K	1.29%	28
2016 Q1	$1.84M	Buy	44,937 +50	+0.1%	+$1.85K	1.31%	27
2015 Q4	$1.64M	Buy	44,887 +300	+0.7%	+$11.5K	1.18%	32
2015 Q3	$1.61M	Buy	44,587 +750	+2%	+$28.8K	1.2%	31
2015 Q2	$1.77M	Buy	43,837 +2,267	+5%	+$98.3K	1.19%	31
2015 Q1	$1.79M	Buy	41,570 +25	+0.1%	+$1.08K	1.24%	31
2014 Q4	$1.87M	Hold	41,545	–	–	1.28%	30
2014 Q3	$1.59M	Buy	41,545 +3,140	+8%	+$127K	1.12%	33
2014 Q2	$1.56M	Buy	38,405 +700	+2%	+$28.8K	1.03%	36
2014 Q1	$1.54M	Hold	37,705	–	–	1.07%	32
2013 Q4	$1.44M	Buy	+37,705	New	+$1.3M	1.01%	35

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

Notis-McConarty Edward's ORCL Position: Q1 2026 in Review

Notis-McConarty Edward held its Oracle (ORCL) position steady in Q1 2026 at 7,200 shares worth $1.06M. The position accounts for 0.53% of the portfolio, ranked #39.

Notis-McConarty Edward first reported a position in ORCL in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.17M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Notis-McConarty Edward held 7,200 shares of Oracle worth $1.06M as of Q1 2026.
Notis-McConarty Edward left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.53% of Notis-McConarty Edward's portfolio in Q1 2026, its #39 holding.
Notis-McConarty Edward first reported a position in Oracle in Q4 2013 and has held it in 50 quarters since.
Notis-McConarty Edward's Oracle position peaked at $2.17M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.